From quote to cash — without rekeying.
Quote a customer, get accepted, click once to invoice, accept payment, watch it auto-reconcile when the deposit lands.
Estimates · Customers · Invoices · Payments
Capabilities
Everything you need to run sales.
Six core capabilities, all sharing the same customer and product data.
Estimates that lock
Status moves from draft → sent → accepted → declined → expired. Once accepted, the estimate locks for audit history.
One-click convert to invoice
Line items, taxes, terms, ship-via, and customer notes all carry forward. Numbering picks up from your normal sequence.
Per-customer pricing
When a customer gets a custom rate, the system remembers it for next time — across estimates, invoices, and recurring bills.
Multi-invoice payments
A single payment can apply across many open invoices. Partial payments leave the right balance open and the statement clean.
Branded PDF invoices
Customizable taxes and discounts, payment terms, ship-via, custom messages, and a clean PDF preview before send.
Auto-match deposits
When a customer payment hits a Plaid-connected bank account, TwinBooks recognizes it and offers a one-click reconcile.
The thread
A single workflow, not five disconnected screens.
Most accounting tools treat the parts of a sales cycle as separate islands — estimates over here, invoices over there, payments applied somewhere else, bank reconciliation entirely manual. TwinBooks links them into a single record:
- Quote the customer with a branded estimate. Track draft → sent → accepted → declined → expired.
- Convert the accepted estimate into an invoice with one click. Line items, customer pricing, taxes, and notes all carry forward.
- Send the invoice as a branded PDF with payment terms, ship-via, and any custom message you set.
- Receive payment — apply one payment to one or many open invoices, partial or full.
- Reconcile automatically when the deposit posts to your Plaid-connected bank account. The match is one click; the audit log captures it forever.
The point isn't any one feature. It's that the same data flows through every step without rekeying — so by Friday afternoon, your books, your bank balance, and your AR aging report all match reality.
Customer records
Customer records that remember everything.
Every customer has a record with full contact and billing/shipping addresses, transaction history (estimates, invoices, payments, credit memos), per-customer notes, and per-customer pricing for products. If your client gets a 15% loyalty rate on certain SKUs, that's remembered the next time you quote them — no separate spreadsheet, no Slack message to your sales rep.
The transaction history is your audit trail. When a customer disputes a charge six months later, you can show every estimate, every invoice, every payment, and exactly when each one was created — with the audit log capturing who did what.
What ships in this module
The complete sales toolkit.
- Estimates with status workflow and audit-locking on accept
- One-click convert estimate → invoice
- Customer records with addresses, notes, and per-customer pricing
- Branded PDF invoices with custom taxes, discounts, and terms
- Recurring billing for retainer clients
- Multi-invoice payments — apply one payment across many invoices
- Partial payments with correct open balance handling
- Payment reminders before due dates
- Soft-delete that preserves audit history
- Auto-match deposits when Plaid is connected
- Audit log of every create, update, and delete
- Multi-currency invoicing per client
Send your first invoice in under 15 minutes.
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