Quotes and invoices, connected to your CRM

Quotes customers can accept online

Build a quote from your products and services or free-text lines, with a discount and a tax rate per line. Email it with the PDF attached, or share a link: your customer can accept by typing their name, or decline and tell you why.

• ✓The same clean layout on screen and in the PDF
• ✓Numbering with your own prefix
• ✓Default terms and validity period

Invoices and payments

Convert an accepted quote into an invoice, or start one from scratch. Record full or part payments by bank transfer, card, cash or cheque, and Ascend CRM keeps the status up to date: unpaid, part paid, paid or overdue.

• ✓A payments ledger across all invoices
• ✓Your bank details printed on every invoice
• ✓Void an invoice without deleting it

VAT rates that suit UK businesses

Set up the rates you use, such as 20% standard and 5% reduced VAT, and pick one per line. Documents show the tax breakdown, and reports compare the VAT you’ve charged with the VAT on your expenses.

Ascend CRM isn’t accounting software and doesn’t file VAT returns: keep using your accountant’s Making Tax Digital software for that, with figures you can export from here.

Subscriptions paid by card through Stripe

If you bill customers monthly or yearly through your own Stripe account (hosting, retainers, support plans), connect it once: each payment Stripe takes is recorded here as a paid invoice against the right customer, and you can see which subscriptions are active, past due or cancelled.

Expenses and simple reports

Record what you spend with the receipt attached, set regular costs to repeat automatically, and re-bill expenses to customers. Reports show what you’ve invoiced and received, expenses and cash profit, money owed, top customers and twelve months of money in and out.

Contracts signed online

Write contracts in plain text with simple formatting and send a link. Your customer signs by drawing their signature, and you get a PDF of the signed contract.