Quotes & proformas
Send a professional quote, convert it to a proforma or invoice when the client accepts, and keep the history linked.
Quote it, invoice it, get paid. Kwik Invoicing keeps your billing organised without spreadsheets, lost Word documents or awkward follow-up calls.
Kwik Invoicing is a focused invoicing program for owner-run businesses and small teams. It covers the whole billing cycle — quote, proforma, invoice, payment and statement — in one place, with a dashboard that shows what is paid, outstanding and overdue.
No accounting degree required. Capture the customer, add the lines, generate a clean PDF and send it. When payment arrives, record it and the customer's balance updates.
Send a professional quote, convert it to a proforma or invoice when the client accepts, and keep the history linked.
Bill several products or services on one invoice, with quantities, rates and totals calculated automatically.
Set up repeat billing for retainers and monthly services so the same invoice is not retyped every month.
Record full or partial payments, see who still owes you, and produce a customer statement when it is time to follow up.
Invoiced, paid, outstanding and overdue totals, with a monthly revenue view so you can see how the business is tracking.
Generate PDF invoices, email them to clients, and protect the program with PIN access so the books are not an open window.
Add the customer and line items, then send a quote or proforma with your terms.
Convert the accepted quote or create the invoice directly. Email the PDF or print it.
Record the payment, track what is outstanding, and issue a statement when you need to follow up.
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Yes. Your data is stored locally on your Windows PC. An internet connection is only needed when you choose to email a document to a customer.
Yes. Company details, logo and banking information are configured in settings and appear on the generated PDF documents.
Yes. Kwik Invoicing can generate the PDF and hand it to your email setup so you can send it without saving and attaching files manually.
No, and that is deliberate. Kwik Invoicing focuses on quotes, invoicing, payments and customer statements. If you use an accountant or a separate bookkeeping package, Kwik handles the billing side cleanly.
Depending on the format of your existing data, we can assist with importing customer records. Mention this when you request a quote and we will assess it.
See how Kwik handles your quotes, recurring billing and statements in a short walkthrough.