Win the deal.
Send the invoice.
Turn an accepted quote or won deal into a branded invoice without re-keying a thing, then track paid, due and overdue in the same place as the customer. Online invoicing that closes the loop.
Invoices that stay tied to the customer.
Branded invoices
Create professional, on-brand invoices from line items in seconds.
Quote to invoice
Convert an accepted quote into an invoice in one click - no re-typing.
Send + track views
Email an invoice and see when it is opened, so you know it landed.
Status at a glance
Paid, due and overdue states keep your outstanding balance visible.
VAT + tax handling
Per-line or invoice-level tax that feeds your VAT return figures.
Linked to the record
Every invoice connects back to the deal, contact and company.
One thread from quote to paid.
Most teams quote in one tool and invoice in another, re-keying everything in between. Clkly keeps the quote, deal and invoice on one record, so getting paid is the natural next step.
- No re-keyingLine items flow straight from quote to invoice.
- Always reconciledInvoice status sits next to the deal it came from.
- Feeds financeTotals roll into your reports and VAT figures.
Invoicing FAQs
What is online invoicing software?
Online invoicing software lets you create, send and track professional invoices from one place instead of using spreadsheets.
- Build branded invoices from quotes or line items in seconds
- Send by email and see when an invoice is viewed
- Track paid, due and overdue status without chasing spreadsheets
Clkly turns a won deal or accepted quote into an invoice without re-keying anything, then tracks payment alongside the customer record.
Can I create an invoice from a quote?
Yes - an accepted quote can become an invoice in one step, carrying over the line items and customer details.
- No re-typing items, prices or tax
- The invoice links back to the deal and contact
- Consistent numbering and branding every time
Because quotes, deals and invoices share the same data, your sales-to-cash flow stays joined up.
Does Clkly track which invoices are overdue?
Yes - every invoice has a live status so you can see at a glance what is paid, due soon or overdue.
- Clear paid / due / overdue states
- Filter and total outstanding amounts
- Follow-up can be automated with a workflow
That keeps your cash position visible without exporting to a separate accounts package.
Related: Workflows · Financial reports
Can invoices include VAT?
Yes - invoices handle VAT and tax lines so totals are correct for UK and other tax regimes.
- Per-line or invoice-level tax
- Totals feed your VAT return figures
- Clean records for your accountant
Tax is built into the invoice, so your reporting and returns start from accurate numbers.
Related: VAT returns · Financial reports
From accepted to paid, in one place.
Branded invoicing wired to your quotes, deals and finance reports.