Take a customer from first quote to final payment.
Create sales documents, issue invoices, schedule repeat billing, manage quotes and credits, and keep every customer balance and activity record connected.
6 connected areas, together on one page.
Jump to a section or scroll through the complete workflow. Each section uses a current privacy-safe desktop view from Accounting Pilot.
Sales Documents
Use focused registers for invoices, recurring invoices, quotes and credit notes while retaining the customer, products, payments, PDF delivery and activity behind each document.
From first price to final balance
Accounting Pilot reuses the same commercial records across documents so the team does not have to rebuild customer and product information.
What your team can do
- See how a customer, reference, issue date, due date and invoice lines are prepared.
- Review quantities, VAT, totals and estimated profit before creating the invoice.
- Add invoice notes and keep the new document connected to the customer balance.
Consistent documents
Create branded PDFs from matching previews and configurable document numbering.
Flexible delivery
Email or share documents through WhatsApp and keep delivery activity with the record.
Payment history
Keep deposits, payments, receipts, credits and remaining balances connected.
Prepare
Choose a customer, add saved products or services and arrange the document lines.
Deliver
Preview the document, choose recipients and send the matching PDF.
Follow
Review status, delivery, decisions, payments and linked documents.
Invoices
Build and deliver invoices, follow overdue days, send automatic payment reminders, record payments and keep receipt history with the customer account.
From work completed to money collected
The invoice register keeps status, balance, delivery and payment activity close to the original customer document.
What your team can do
- Search by customer, invoice number or reference and filter overdue invoices.
- Track Unpaid, Part paid, Paid and Void status with days overdue.
- Print or email payment receipts and review receipt-delivery history.
Overdue control
Filter overdue invoices and use automatic payment reminders for balances that need attention.
Payment receipts
Record payments, print or email receipts directly and retain receipt history.
Reliable delivery
Send preview-matched branded PDFs and keep delivery activity with the invoice.
Build the invoice
Choose a customer, add products or services and review VAT and totals.
Deliver and remind
Send the PDF, follow delivery and use overdue reminders when required.
Record collection
Save payment details, issue the receipt and keep the remaining balance current.
Recurring Invoices
Create weekly, monthly, quarterly or yearly invoice schedules, pause them when needed and generate the next customer invoice from a saved template.
Repeat billing without repeated setup
Recurring schedules remain separate from issued invoices so the team can review what is due next and what has already been generated.
What your team can do
- Create weekly, monthly, quarterly and yearly schedules.
- Pause schedules or generate an invoice when the business is ready.
- Review active, paused and generated recurring-invoice history.
Flexible frequency
Choose weekly, monthly, quarterly or yearly billing for each saved schedule.
Pause and resume
Control when a schedule is active without deleting its history.
Generated history
Keep issued invoices connected to the schedule that created them.
Create the schedule
Start from repeatable customer, product and billing detail.
Review what is due
Check the next run, frequency and active status before generation.
Follow the invoice
Open the generated invoice for delivery, payment and reporting.
Quotes
Build, duplicate and deliver consistent quotes, track secure customer decisions, record deposits and see estimated profit before accepted work becomes an invoice or job.
A clearer path from interest to income
Quote status, delivery, deposits and conversion stay connected to the customer and the work that follows.
What your team can do
- Track Draft, Sent, Viewed, Accepted, Declined and Expired quotes.
- Duplicate quotes, record deposits and review estimated profit.
- Convert accepted quotes to invoices or jobs; quoted stock remains untouched.
Secure decisions
Track when a protected quote link is viewed, accepted or declined across resends.
Deposits and profit
Record deposits and review estimated profit before the sale is final.
Flexible conversion
Turn accepted work into an invoice or job without rebuilding the commercial detail.
Prepare the quote
Reuse saved products, reorder lines and confirm the customer-facing price.
Send for a decision
Email or share the PDF and protected acceptance link.
Convert the result
Create the invoice or job after acceptance while keeping the quote history.
Credit Notes
Create customer credits, link them to the relevant invoice and keep the credit amount, application and remaining customer balance visible.
Controlled customer credits
Credit notes provide a traceable adjustment instead of rewriting the history of an issued invoice.
What your team can do
- Create invoice-linked credits and customer account adjustments.
- Track open and applied credit-note status.
- Keep PDFs, values and the original invoice connection together.
Invoice connection
Link the credit to the invoice and customer account it corrects.
Balance control
See open and applied credit amounts before the next customer action.
Document history
Keep the credit-note PDF and status with the wider sales record.
Choose the invoice
Start with the issued invoice and the reason for the adjustment.
Issue the credit
Record the amount and create the customer-facing credit note.
Apply and review
Use the credit against the balance and keep the audit trail intact.
Customers
Centralise company and contact details, separate mobile numbers, balances, statements, documents, jobs and complete activity history in one account.
One customer, one connected history
The customer record is the foundation for commercial documents and operational work across Accounting Pilot.
What your team can do
- Search customer accounts and review total owing.
- Import customers, keep separate mobile numbers and review duplicate warnings.
- Create statements, documents and jobs while protecting connected history.
Complete contact detail
Keep email, telephone and separate mobile numbers ready for document delivery and follow-up.
Account position
Review balances, statements and overdue activity before the next conversation.
Connected history
Open the customer’s quotes, invoices, jobs and payments from one record.
Create or import
Add customers individually or import a prepared CSV file.
Use the record
Start documents and jobs from the saved customer information.
Review the history
Return to statements, balances and related activity when following up.
Explore sales with your own business records.
Invite one teammate and try the connected workflow with no payment card required.