Platform

One platform from the first quote to the last payment

However a customer buys from you (a purchase order, an accepted quote, a signed proposal, their own contract or a schedule), duebird carries it from the paperwork to the invoice to the payment. Each workflow below has its own page explaining exactly how it runs.

Why one platform

Every step can see the one before it

When the quote, the order, the delivery, the invoice and the payment live in different tools, someone retypes between each of them. In duebird they're one record, so each step knows what the last one said.

InvoicePO

The invoice knows the POTheir PO number, their item codes and what each PO line still has left.

OrderQuote

The order knows the quoteQuoted prices win, and a PO that disagrees raises a question.

ScheduleContract

The schedule knows the contractEvery recurring line points to the clause it bills.

ReminderAccount

The reminder knows the accountPromises, disputes and past emails, before a word is written.

PaymentInvoices

The payment knows the invoicesApplied the way the remittance said, with every difference named.

30 minutes, your paperwork

Tell us how your customers buy

We'll show you the workflow that fits, on paperwork like yours.