Quotes and invoices built to lead to payment
Create quotes, convert approved work into invoices, accept and record payments, track partial balances, and preserve customer-visible document history.
A connected document workflow
Keep the customer, scope, bill, and payment history together
Collect the remaining balance
Professional documents
Build the bill once and preserve what the customer saw
Reusable items and services
Use one shared library for quotes and invoices, with saved pricing and default taxable status.
Independent document snapshots
Historical documents keep their own line items, tax rate, customer details, and customer-facing language.
PDF and public access
Generate PDFs and give customers secure public links for supported document actions.
Payment clarity
A partial payment is progress, not a closed invoice
Each successful payment reduces the remaining balance. Full payment ends collection automation; partial payment keeps the open amount visible and collectible.
Manual and online payments
Record payments received outside GMP or connect eligible customer payments through Stripe.
Financial corrections
Authoritative reversal, refund, and dispute paths update net paid amounts without rewriting history.
Customer history
Customer profiles derive balances and document history from centralized records.