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Sales

The Sales module covers everything from creating quotations to collecting payments. Manage your product catalog, generate professional invoices, track payments, and set up recurring billing.

Invoices

Create, send, and track invoices with automatic payment status updates.

Quotations

Build professional quotes, send for approval, and convert to invoices.

Products & Services

Maintain your product catalog with pricing, SKUs, and tax settings.

Payments

Record payments, track outstanding balances, and allocate credits.

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Sales workflow

A typical sales workflow in Heffl follows this path:
1

Create a quotation

Build a quote with line items from your product catalog and send it to the client.
2

Client accepts

The client reviews and accepts the quotation. Track the acceptance with digital signatures.
3

Generate an invoice

Convert the accepted quotation into an invoice, or create an invoice directly.
4

Collect payment

Record payments manually, or share a payment link for online collection.

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Key features

  • Multi-currency support - Invoice in any currency
  • Tax management - Configure tax rates by region (VAT, GST, Sales Tax)
  • Document templates - Customize the look of invoices and quotations
  • Recurring invoices - Automate subscription billing
  • Payment links - Collect payments online via Stripe
  • Sales orders - Track confirmed orders before invoicing
  • Proforma invoices - Send preliminary invoices before final billing
  • Commissions - Track sales commissions for team members or vendors