Accounting
Sales documents and financial records, next to your customers.
Create quotes and invoices from a deal, and see what your accounting software says without leaving the customer’s profile.
Built in
Four documents, one simple flow
Quotes
Send a quote with a valid-until date and track its answer.
Invoices
Issue numbered invoices with due dates, discounts and tax rates.
Receipts
Record what has been paid and give the customer proof of payment.
Credit notes
Correct an issued invoice without changing the original.
See what needs attention
One list of your documents, with what is waiting to be paid, overdue, awaiting an answer and received this month.
- Automatic numbering for each type
- Issued documents are locked
- Print or save as PDF
- Customer records keep the full history
Clear about what is what
Built-in documents and connected accounting are different things
Here is what each one does.
| In GrowthBase360 | Xero or QuickBooks Online (optional) | |
|---|---|---|
| What it is | Documents you create and keep here | A read-only copy of records from your accounting software |
| Documents | Quotes, invoices, receipts, credit notes | Customers, invoices, payments, credit notes, bills |
| Source of truth | GrowthBase360 | Your accounting software |
| Creating records | Yes | Draft invoices in Xero only, when you click to create one |
| Automation triggers | None of their own | Invoices, payments and credit notes |
Integrations
Relevant integrations
Connect one accounting platform to see its records next to your customers.
FAQ
Frequently asked questions
Does this replace my accounting software?
No. GrowthBase360 creates sales documents and shows financial records beside your customers. It is not a general ledger, and it does not produce tax returns.
Do I need Xero or QuickBooks?
No. The quotes, invoices, receipts and credit notes work on their own. Connecting accounting software is optional.
Can I connect both Xero and QuickBooks?
A workspace connects one accounting platform at a time.
Keep the money side close to the customer.
Discover a smarter way to manage, market and grow your business.