Plugin Features

Invoices, Quotes and Letters – PDF Document Creation

Create professional PDF invoices, quotes, and letters in minutes using the built-in Document Designer. There’s no technical setup and no design work required — simply enter the details and the system handles the layout, calculations, and formatting automatically. Generate polished documents and send them to customers instantly.

File Archive / Document History

Every document you create is securely stored inside your dashboard, giving you a complete and organised record of your business paperwork. You can quickly view, edit, duplicate, resend, or update documents while clearly seeing which invoices are paid, unpaid, or cancelled. Everything stays structured and easy to find.

Customer Management

Store and manage your customer information in one central place without needing a complex CRM system. Each customer profile keeps contact details, linked documents, and a clear activity history so you always know what has been quoted, invoiced, or paid. It’s simple, practical customer organisation built for small businesses.

Customisable Brandings and Settings

Make every document reflect your business identity by adding your logo, selecting brand colours, and choosing your preferred document template. You can configure tax settings, numbering formats, and defaults to match how your business operates. Your paperwork stays consistent, professional, and aligned with your brand.

Tracked User / Administration Logs

All important activity inside the system is recorded automatically, giving you full visibility over document creation, edits, and administrative actions. This provides accountability, clarity, and useful reference points if questions ever arise. Nothing important happens without being logged.

Business Finances, Tax Reports and Insights

Gain a clear overview of your business performance with built-in financial summaries and reporting tools. Track revenue, monitor paid versus unpaid invoices, and generate tax-ready summaries when needed. The data is presented clearly so you can make informed decisions without complicated accounting software.

Priority Support from Developer

When you need help, you speak directly to the developer who built the plugin. There are no outsourced ticket systems or scripted responses — just clear, knowledgeable support from someone who understands the system inside and out.