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Record Sale

Record Sale

Record payments you have received and create a paid invoice for your client.

Why firms use it.

Record what you collected

Capture payments you have received.

Paid invoice in one step

A paid invoice is issued together with the payment.

Receipts included

Create a PDF receipt for your client.

How it works: three simple steps.
01

Choose the client

Pick who paid.

Questions

Yes. Split payments are supported.

See Record Sale in your firm.

A 20-minute demo tailored to your workflow, or start a 14-day trial. Submitting a request does not charge a card.