Create invoices, quotes and estimates without rebuilding information BrainCenta already knows. Keep customer details, company information and commercial context connected from preparation through to payment.
Start with an estimate, send a formal quote or create an invoice directly. BrainCenta keeps the documents inside the same customer workflow instead of separating billing from the CRM.
Prepare an early indication of cost while the scope or commercial details are still being discussed.
Turn agreed requirements into a clear customer-facing quote that can stay connected to the relationship.
Create the final billing document, send it to the customer and keep its progress visible through to payment.
The customer and company already exist in BrainCenta. Their billing details and the commercial information around the relationship can stay connected when you prepare the document.
BrainCenta can use the information already stored around the customer, company and commercial relationship to help prepare the document. You review the result, make any changes and decide when it is ready to send.
When the conversation moves forward, your billing documents can move with it. Convert a quote or estimate into an invoice instead of rebuilding the final document from scratch.
Give the customer an early indication of the expected cost.
Formalise the commercial offer as the requirements become clear.
Turn the agreed work into the final billing document.
Your invoice remains part of the customer relationship after it has been created. Keep its status visible as it moves from draft to sent and finally to paid.
Create invoices, quotes and estimates without disconnecting billing from the customer relationship that came before it.
