Invoicing that keeps payments in view.

Create quotes, invoices, recurring billing and credits with Sumlora. Track payments and explore configured Stripe links and e-Transfer instructions.

From quote to invoice

Create a quote and turn it into an invoice when your customer is ready. Produce branded PDFs and keep invoices, customer credits and payment records together.

Know what is still outstanding

Record full or partial payments and review what customers still owe. Customer statements and overdue reminders help you follow up from the same set of records. Sending email requires mailbox setup.

Repeat work, repeat invoices

Set recurring schedules for invoices and bills, or use reminders when you want to review first. Scheduled documents are generated when the books are opened on or after the due date.

Give customers payment options

Add Interac e-Transfer instructions or connect your company’s Stripe account for payment links on Canadian-dollar invoices. Stripe requires configuration and may charge processing fees. Completed card payments are recorded when the books are opened.

See your own workflow in a demo

Bring an example of how you quote, invoice and collect payments. We can walk through the process and discuss the setup your company needs.

Get started with personal setup support

Contact info@sumlora.ca to discuss your company and pricing. We will help set up your workspace and introduce you to the tools you need.

Request your demo