Invoicing Software Example Invoice and Example Quote

Invoice and Quote created with Amphis Customer Invoicing Software

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Invoicing Software Features

  • you can generate free-form or itemized Quotes, Estimates and Invoices
  • you can select from multiple Quote and Invoice templates or create your own
  • the Documents Templates are customizable using standard Microsoft Word facilities to change the wording, fonts etc
  • you can print using your existing letterheads or add your company logo to the document template
  • you can choose whether to display the customer Id and document Id etc
  • you can specify the relevant sales taxes to use
  • for itemized Quotes and Invoices, you can specify a Discount percent per line and also show the Original price and Discounted price columns
  • you can Email Quotes and Invoices as Word documents or PDF files or Print them with Address Labels or Envelopes

CRM Software Supports Any Currency

Example Invoice and Quote

These example Quotes and Invoices are created using the "original" templates with company logo and business details added. There are also "formal" and "blue" templates supplied and you can edit these or create your own using standard Microsoft Word facilities.

Example Quote

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Example Invoice

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Example "formal" Free-form Invoice

Here's an example free-form Invoice using the "formal" template. The user just enters one or more paragraphs with a price per paragraph and all the totals, taxes and customer details are automatically added.

Invoice Template

Example "formal" Itemized Quote

Here's an example itemized Quote using the "formal" template. The user selects one or more items from the "Parts" database and specifies a quantity for each. Discounts can be applied per line or to the entire Quote or Invoice. The Default Price and Discount Percent columns are optional. All the totals, taxes and customer details are automatically added.

CRM Software - Example Customer Quote Itemized

Additional Features

  • your local currency and date formats are automatically used
  • you can attach files to history entries eg scanned letters from the customer
  • Customer Details can be imported from a Spreadsheet
  • contacts can be imported from Microsoft Outlook
  • itemised Quotes and Invoices can be generated from an Items Database
  • items/parts can be imported from a Spreadsheet
  • you can store data specific to your business
  • you can create Custom Reports specific to your business

Advanced Features

  • supports Sharing of Customer Data between multiple PCs on a network
  • supports SQL Server

Amphis Customer CRM Software



Web and Mobile access to your CRM Data

For information on Web and Mobile access to your CRM Data including using iPhone, iPad, Android, Mac, Windows Phone and other phones and tablets, see Web and Mobile access to CRM Data.

Web CRM Software

More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?

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CRM Case Studies

CRM Case Studies

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