Frame manages the entire financial flow: request comes in, quote goes out, customer approves from email, job is scheduled, invoice is generated automatically, payment is tracked. No duplicate entry between steps.
Pricebook
ReusableDefine services and products with prices once; reuse across every quote. Line items, pricing tiers, and standard terms stored in one place. Speeds up quote creation: select from the pricebook, not type from scratch.
Rules
Standard termsTiers, discounts, and standard terms apply automatically on quotes.
Quotes
Approve from emailGenerate quotes from requests, jobs, or directly from a customer profile. Email quotes to customers directly from Frame.
Controls
StatusCustomers approve quotes from their email inbox: no login required. Approval triggers a notification in Frame; convert to job or invoice in one click.
Invoices
Auto-generatedCreate invoices from completed jobs automatically: no manual data entry. Or convert an approved quote to an invoice directly. Independent invoices for retainers and ad hoc charges.
Lifecycle
Aged receivablesDraft → sent → partially paid → paid → overdue. Every invoice has a status, and Nexus can trigger payment reminders when it goes overdue.
Payments
Partial or fullRecord full or partial payments against any invoice. Multiple payment methods: cash, bank transfer, card, cheque. Payment history and outstanding balance tracked per invoice and per customer.
Integrations
Two-way syncConnect to Xero, QuickBooks, or MYOB for two-way sync. Invoices and payments flow to your accounting system without duplicate entry.
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