Module

From quote to paid, in one ledger.

Five of the fourteen modules in your subscription sit in this one back office: quoting and invoicing, subscriptions and recurring billing, payments and banking, accounts payable, and financial reporting. It runs alongside your accounting software, not instead of it.

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app.catchacrm.com/financials/ledger/income
Invoices ledger in CatchaCRM showing total revenue, outstanding and overdue totals above a table of invoices with paid, sent and overdue statuses.

The income ledger: revenue, outstanding and overdue across the top, every invoice and its status below.

What is in Quoting, invoicing & billing.

Every capability below is a line from the module table in our terms of service — the list your subscription actually entitles you to.

Quotes and invoices

  • Quotes with online approval
  • One-click quote → invoice conversion
  • Invoices, credit notes, line items
  • Document numbering, PDF export, public pay/view links

Getting paid

  • Payment recording, Stripe & PayPal invoice sending
  • Paid status syncs back from Stripe / PayPal automatically
  • Payment transactions
  • Bank statement import and reconciliation

Recurring revenue

  • Recurring subscription plans, retainers
  • Subscription items, renewal billing

Money going out

  • Suppliers, bills, purchase ledgers
  • Expense claims, supplier payments

Reporting

  • AR/AP ageing, GST/BAS summaries
  • Profit & loss from cashflow feeds
  • Exchange rates & multi-currency settings

How work moves through it.

  1. Quote the work

    Build a quote from your catalog and send the customer a link they approve online.

  2. Convert it

    One click turns the approved quote into an invoice, carrying the line items and your own document numbering.

  3. Send it for payment

    The invoice goes out through your own Stripe or PayPal account with a public pay and view link.

  4. Reconcile

    Paid status syncs back automatically, and an imported bank statement is matched against the ledger.

  5. Report on it

    AR/AP ageing and GST/BAS summaries read from that same ledger, so nothing is re-keyed to produce them.

Sales Hub dashboard in CatchaCRM with tiles for monthly recurring revenue and active subscriptions, quotes pending with their total value, and overdue invoices with the amount outstanding.
Recurring revenue, pending quotes and overdue invoices appear on the Sales Hub tiles, read from the same ledger.
Reports and Analytics dashboard in CatchaCRM showing tabs for sales performance, financial summary, pipeline analysis, operations overview, customer insights and marketing metrics, above pipeline value and lead source panels.
Reports & Analytics, with a financial summary tab beside sales performance, pipeline, operations and customer insights.

Questions

No. CatchaCRM runs alongside your accounting package. It covers quoting, invoicing, payments, accounts payable and the reporting listed in our terms; your accountant's ledger stays where it is.
Yours. You connect your own Stripe or PayPal account, and the transaction is between you, your customer and the payment provider. CatchaCRM is not a payment processor, financial adviser or tax agent.
Yes. Recurring subscription plans, retainers, subscription items and renewal billing are part of the Subscriptions & Recurring Billing module.

Related modules

Sales CRMContacts, leads, deals and accounts in one directory, with kanban pipelines, lead scoring and BANT qualification. Included in every CatchaCRM plan. Inventory & procurementProducts, services, inventory items, warehouses and bin locations, purchase orders, RFQs and supplier quotes, tied to the quotes and jobs that use them.

See all seven modules →

Try Quoting, invoicing & billing on your own data.

Start a 21-day free trial and the whole platform comes with it — toggle off the modules you do not want and they leave the sidebar.

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