Sales & Billing

Keep one record for each company you buy from, so purchase orders, expenses, bills and receipts can all be tied to it, and deactivate one you no longer use.

Use the Manage panel on one quote or invoice to show or hide columns, allow card or bank payment, add how-to-pay instructions, change its tax profile or template style, and print or send it later.

Start a new draft from an existing quote or invoice, or file a finished one away from the everyday list without losing any of its history.

Order parts or materials from a supplier by drafting a purchase order, linking it to the work order that needs them, and submitting it for approval.

Use the Collections page (Finance & Ops) to see what customers owe, chase failed and overdue payments from one queue, and jump to the deposit, refund or dispute that needs attention.

Put a quote or invoice made on the wrong customer onto the right one, after Nova checks what else would move with it and whether anything stops the move.

Queue invoices, quotes, receipts, statements and purchase orders in the Print Center, print them as one bundle, and record that they were printed or mailed.

Enter the supplier's invoice on the purchase order it belongs to, check it against what arrived, post it to your books and record paying it.

Check when a quote or invoice was sent, opened, viewed, approved or paid, stop a send that has not gone out yet, and look back at earlier saved versions.

Check when card payments collected through Nova Payments are on their way to your bank, what each deposit is made of, and download the deposit report.

Move a supplier purchase order from draft to approved, send it to the supplier, record the items as they arrive, and match the supplier's bill.

Set a quote to ask for a deposit or staged payments once the customer approves it, and hold scheduling, the work or the final invoice until each one is paid.

Edit a sent quote in place, start a new numbered revision, or withdraw the offer, and know what the customer ends up with each time.

Turn an approved quote into an invoice in one step, then keep editing it, send it, or collect payment right away.

Start a new quote, choose the customer, add the lines and packages you are pricing, then save it as a draft.

Turn on the quote follow-ups in Customer messages, set when each one goes, switch one off for a single quote, and see which quotes are being followed up.

Turn a quote into a signature agreement so the customer approves the price by signing it, instead of only pressing approve on a link.

When a customer accepts or turns down a quote by phone, text or in person, record it on the quote so its status and your win and loss reports stay right.

Send a saved quote to the customer by email or text so they can read it, and approve or decline it from a secure link.

Build more than one set of lines for a quote, pick the one the customer sees, check margins and missing suppliers, and bring lines in from a saved assembly or a spreadsheet.

Let a customer tap their card or phone on your Android phone to pay an invoice through Nova Payments, including Interac debit in Canada, and know how tap receipts and refunds work.

Charge a customer's card through Nova Payments from the invoice, charge a card they saved earlier, or email or text them a link to pay online.

When a sent or paid invoice needs a real correction, create a separately numbered replacement draft and leave the original and its history untouched.

Start a new invoice, choose the customer, set when payment is due, add the lines, then save it as a draft.

Record cash, cheque, transfer or other payments a customer made outside Nova so the invoice shows as paid.

Turn on payment reminders in Customer messages, set when they go and how often overdue ones repeat, skip one invoice, and see which invoices are being reminded.

Stop billing for an invoice the right way. Discard or cancel a draft, void a sent invoice nobody has paid, or write off a balance you will not collect.

Move a payment that went on the wrong invoice, or undo a payment or write-off recorded by mistake with a reversal that keeps the original in the history.

Send money back to a customer's card for all or part of a payment taken through Nova Payments, choose what happens to the invoice, and check on a refund that has not settled.

Save a customer's card on file with their consent so Nova can charge it later for subscriptions, scheduled payments and approved invoices.

Set a date for Nova to charge a customer's saved card for an invoice, or to create an invoice and charge it, and watch it succeed, retry or need attention.

Create a recurring plan, put a customer on a subscription charged to their saved card, and pause, resume or cancel a subscription or repeating invoice series.

Build a statement of invoices and payments for one customer or a batch of customers over a date range, then lock it so it can be sent.

Email or text a locked statement to a customer, send a batch of statements at once, or share a portal link they can open any time.

Start the day by opening the register with a float, record cash going in and out of the drawer, and close it with a count at the end of the shift.

Take items back from a counter sale, choose whether they go back to stock, and refund the customer to their original payment, store credit or a replacement sale.

Find a past counter sale by receipt number, sale number or customer, then print another copy or send it again by email or text.

See counter sales by register, cashier, hour or item, check cash drawer variances and closeouts, and search every sale, receipt, return and cash movement.

Scan or search items into the cart, attach a customer if you need to, take cash or card, and complete the sale with a receipt.