Loading…
Quote-to-payment workflow
Customer accepts in their portal. Quote becomes invoice. Pay-by-link emails out. Bank credit auto-clears. Status flips to paid.
Most software treats quote, invoice and payment as three separate things. OnPoint runs them as one continuous chain.
Built for the quote-to-payment workflow
One record. One thread. Office never has to manually reconcile a paid quote ever again.
Templates, VAT, deposits — sent in seconds.
Customer reviews & accepts from a link.
Accepted quote becomes invoice — no retyping.
Apple Pay, Google Pay, card — one tap.
Credit hits, invoice clears, status updates.
Overdue invoices reminded on schedule.
1 click
Quote → invoice
Same job, same line items.
Tap
Customer pays
Card, Apple, Google Pay.
Auto
Bank match
Credit clears the invoice.
Days
Not weeks
Cash arrives faster.
14 days free. Build your first connected quote today.
