Send the quote. Win the work. Invoice it. All in one place.

A document lifecycle, not just a PDF

Quotes move from draft to sent to accepted or declined; invoices from issued to partially paid, paid or overdue. Statuses update as you record events, so your pipeline of outstanding money is always honest.

• Quote validity windows with expiry tracking
• Invoice due dates with overdue detection
• Void and credit flows for corrections
• Duplicate any document as a starting point

Tax handling done properly

Every line item carries its own tax rate and label — VAT, GST, sales tax or whatever your jurisdiction calls it. Totals are computed in cents to avoid rounding surprises, and your company's tax IDs, addresses and bank account appear on the document. Currencies default per client.

• Per-line tax rates with automatic tax breakdown
• Company snapshot frozen at issue time — documents never drift
• Customer billing details pulled from the CRM record
• Number sequences with custom prefixes, per company and per year

PDFs that look like your business

Generate branded PDF documents with configurable presets: colors, density, logo, background, footer, payment details and tax summary. Send them to clients or archive them automatically to cloud storage or Google Drive.

Know what you are owed

Record payments against invoices — date, method, reference — and BlokNotes keeps the balance. Partial payments, overdue flags and per-client history give you a real picture of cash flow without a spreadsheet.

A catalog so you never retype prices

Define your products and services once — unit price, unit type (hour, day, project), default VAT rate — and drop them into quotes and invoices as line items.