Documentation

All the tools you need to run your business.

Quotes and Invoices

Ordaana lets you send Quotes and Invoices to Clients so you can look professional and get paid on time.

Lifecycle of a Quote

  • Once a quote is created, it is in DRAFT status
  • Once a quote is emailed to the Client, it is in SENT status
  • Once a quote is accepted by the Client, it moves to ACCEPTED status
  • Quotes can also be in CANCELED status

Once a Quote is accepted by the Client, you can convert it to an invoice. However, it is not essential to have a Quote for an invoice to be created. You can also directly create Invoices without creating Quotes.

Lifecycle of an Invoice

  • Once an Invoice is created, it is in DRAFT status
  • Once an Invoice is emailed to the Client, it is in SENT status
  • Once an Invoice is partially paid by a Client, it is in PARTIALLY PAID status
  • Once an Invoice is fully paid by a Client, it is in PAID status
  • Invoices can also be in CANCELED status

Invoices can be linked to Orders using the Order ID, so you can track invoice payments for orders.

Clients can pay invoices by clicking on the Pay button in the email notification. You can choose to allow partial payments on invoices or not.

Learn about Payments

Tax Settings

You can configure different types of taxes from Account Settings page. These tax types can then be applied to quotes and invoices.

Custom Designs and Branding

Your business logo and business address will be displayed on the quotes and invoices you send out. You can update your business information from the Account Settings page.

To create winning quotes, select custom quote designs from our Design Gallery and customize them for your business. You can attach a quote design from the gallery while creating a new quote.

World's Best Small Business Management Software to help you grow.