Online Invoicing
Create professional invoices. Receive updates when they’re opened. Get paid quickly.
Automatically send invoices to customers. Stylised templates show status of payments on invoices. Easy way to get paid. Connect to your bank account to get paid online.
Customer Lookup
Find customers by name or code and add new customers on the go.
Product Lookup
Select products from your product catalogue and add any new products on the go.
Credit Control Details
See the current balance on the customer account along with the last amount paid by the customer as well as credit terms.
Quotes & Orders
Track any won or lost sales on the system. Quotes and orders are automatically transferred to invoicing. Follow the status on quotes and orders as they change.
Invoice Templates
Surf Accounts has multiple predefined invoice templates which enables you to decide the columns you want to display. Upload your company logo for personalised invoices.
Product Lines
Surf Accounts allows you to maintain a full product catalogue. It has a CSV file product import facility for lists from legacy systems.
Sending Invoices
Invoices can be printed or emailed to customers along with payment details.
Invoice App
Invoice on your Mobile. Create and send professional invoices from your phone or tablet with Surf Accounts App. Available for iOS and Android.
You're in good company
Key Features
Online Invoicing
Create professional invoices. Receive updates when they’re opened. Get paid quickly with our pay now button on invoices. Read more
Bank Reconciliation
Import your bank statements directly to save time on postings & easy reconciliation. Read more
SEPA Payments
Pay suppliers by generating a SEPA file which may be submitted to your bank. Read more
Produce Quotes & Orders
Track any won or lost sales on the system. Quotes and orders are automatically transferred to invoicing. Read more
Handle Inventory
Maintain a full product catalogue. Add additional items and view stock levels. Read more
Business Divisions
Take sections of your business and measure their costs and profitability by division.
Time Tracking
Record details and keep track of prospects for future reference.
Sales Pipeline
Track opportunities from calls through to quotations and manage the process into a pipeline funnel. Read more
Financial Reports
Get the numbers that are important to you, by customising a report with easy to read graphs and data. Read more
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Need help or have questions? Lines are open Monday-Friday 09:00-17:30.
Call +353 1 494 0580
Or email us at: info@surfaccounts.com
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