Sales — estimates, proposals, invoices and the till

Estimates

Price the job, send it, win it.

A priced quote in the customer’s currency and at their own price list. When they say yes, it becomes an order or an invoice in one tap — nothing retyped.

Fifteen PDF layouts with your logo
Tax and discount per line and on the whole document
Multi-currency at your rate or the day’s rate
Price-list check on every line
Approval rules for big discounts
Convert to an order or invoice in one tap

More about Estimates →

An estimate in the web app with its PDF and Convert buttons

Everything in Estimates

What it does, in plain words.

01

Lines from your catalogue

Pick items or scan a barcode. Prices come from the customer’s price list automatically.

02

Per-line tax and discount

Tax rates from Accounting on each line, a flat or % discount per line, and a discount on the whole document before tax.

03

Tax-exempt and reverse charge

Customers who pay no tax, or account for it themselves, are handled on the document.

04

Any currency

Quote in the customer’s currency. Your own rate wins; otherwise the day’s rate is used, and it is fixed once saved.

05

Price-list check

A price off the customer’s list warns the seller, or tells a manager — your choice.

06

Approvals

Rules on amount or discount hold the estimate for sign-off. Until then it can’t be sent, converted or printed.

07

Fifteen PDF layouts

Classic, Letterhead, Modern, Executive, Statement and more — with your logo, addresses, item pictures and a signature line.

08

Version history

Who changed what, the total at each version, and a one-tap restore.

How Estimates works

Three steps, start to finish.

Build the quote. Customer, items, quantities. Tax and discounts work themselves out.
Send it. As a branded PDF, printed, or emailed from your business with a note.
Convert it. Accepted? Turn it into a sales order or an invoice. Approval rules run again on the new document.

See Estimates in the app

Real screens from the Kardopal web app and the phone app.

Pick one of fifteen PDF layouts and your accent colour

An estimate with Convert to Sales Order and Convert to Invoice

Good to know

And what Estimates connects to.

Estimates and invoices are the same family of documents — converting copies every line, price and tax.
Each person only sees the branches they are allowed to.

ItemsWorks with EstimatesContactsWorks with EstimatesApprovalsWorks with Estimates

Proposals

Proposals that sell themselves.

A branded, interactive proposal: your client picks a package, adds what they want, watches the price update live and accepts online. You see when they opened it.

Six designs, your brand on the cover
Packages to choose from, one Recommended
Add-ons, quantities and choices with prices
Kardo AI writes the introduction and terms
Accept online by typing a name
Convert to an order and invoices

More about Proposals →

A proposal as the client sees it in a browser

Everything in Proposals

What it does, in plain words.

01

Six designs

Modern, Classic, Minimal, Bold, Elegant and Corporate — each with its own cover, colours and fonts.

02

Packages

Offer up to twelve alternative packages, each with its own items and picture. Mark one Recommended.

03

Customize your package

Add-on switches, quantity steppers and choices, each with its own price, description and picture.

04

Live total

Every choice updates the price on the client’s page. They can’t change your prices.

05

Story blocks

Headings, text, images, video, stats, a timeline, team, downloads and a call-to-action button.

06

Kardo AI

Write or improve the introduction, the terms or any text from the proposal’s own facts.

07

Accept, decline, revise

The client accepts by typing their name. Edits after sending become numbered revisions with “what changed”.

08

Know when it’s opened

Views and last viewed, and a notification when it is opened, accepted or declined.

How Proposals works

Three steps, start to finish.

Build it in five steps. Template, items, options, design, send — on the phone or the web.
Share one link. Send the link, or email it as your business with the PDF attached.
Turn yes into revenue. Map each line to an item and bill it now, on a date, or monthly.

See Proposals in the app

Real screens from the Kardopal web app and the phone app.

The client picks a package — the total updates

Good to know

And what Proposals connects to.

The client needs no app and no account — any browser on phone or desktop.
A commercial-offer PDF is always available to download from the client’s page.

CRM dealsWorks with ProposalsItemsWorks with ProposalsSubscriptionsWorks with Proposals

Sales Orders

Promise only what you can ship.

Confirm the order and the stock is held for it. Send it to the warehouse, raise the service work, and bill it when it goes — one document all the way.

Stock reserved on confirm
Send to warehouse for picking
Raise a field-service job
Fulfilment tracker
Credit-limit check
Convert to invoice, safely

More about Sales Orders →

Everything in Sales Orders

What it does, in plain words.

01

Stock held on confirm

Confirming moves stock from available to reserved; cancelling gives it back. The invoice takes it out.

02

Send to warehouse

One tap creates the dispatch document the warehouse picks from.

03

Service work

Lines that are work, not goods, raise a field-service job.

04

Fulfilment tracker

Goods and work done and still outstanding, on the order itself.

05

Credit limits

An order over the customer’s credit limit, or on credit hold, is stopped before it is accepted.

06

Delivery signature

Optionally require a signature before dispatch.

07

Convert to invoice

Repeat taps never make a second invoice — the first one is returned.

08

Loyalty handled

Points given back if the order is cancelled.

How Sales Orders works

Three steps, start to finish.

Confirm. From an accepted estimate or proposal, or new. Stock is reserved.
Fulfil. The warehouse picks and dispatches; service lines become jobs.
Bill. Convert to an invoice and the stock comes off for good.

See Sales Orders in the app

Real screens from the Kardopal web app and the phone app.

Send to warehouse, convert to invoice, or cancel

Good to know

And what Sales Orders connects to.

How stock moves is your choice in Settings: on invoice, on order confirm, or on dispatch.

InventoryWorks with Sales OrdersField ServiceWorks with Sales OrdersPurchaseWorks with Sales Orders

Invoices

Invoices that chase themselves.

Bill, email it as your business, and let the reminders do the chasing on the days you choose. Stock, cost and revenue look after themselves.

Automatic overdue reminders
Emailed as your business
Cost of goods on every line
Apply customer credit
Void with a reason
Paid and draft watermarks

More about Invoices →

An invoice in the web app with its branded PDF

Everything in Invoices

What it does, in plain words.

01

Reminders that send themselves

Every morning, overdue invoices get a reminder on the days you choose — 1, 3, 7, 14 or 30 — never twice for the same step.

02

One-tap reminder

Or send one yourself, right from the invoice.

03

Emailed as your business

From your name and address, with a personal note.

04

Stock and cost

Stock comes off on issue and each line records its cost — average, last or standard.

05

Expired batches refused

A batch past its expiry date can’t be sold.

06

Customer credit

Apply credit the customer already has, or record part payments.

07

Void, properly

Owners and admins void with a reason; the stock comes back and the revenue reverses.

08

Watermarks

PAID and DRAFT stamped on the PDF, with coupon and loyalty discounts shown.

How Invoices works

Three steps, start to finish.

Issue it. From an order, an estimate, a proposal — or fresh.
Send it. Email, PDF or print. Reminders take over when it is due.
Get paid. Payments and credit apply against it; the balance is always current.

See Invoices in the app

Real screens from the Kardopal web app and the phone app.

Good to know

And what Invoices connects to.

Payment reminders are switched on, and their days chosen, in Sales Settings.

AccountingWorks with InvoicesInventoryWorks with InvoicesContactsWorks with Invoices

POS

The till is part of Sales.

Ring up sales on the same catalogue, customers and books as your invoices — on a SUNMI or Android till, a tablet, the web or the phone.

Search, scan or tap a product
Every way to pay
Hold, refund, reprint
Shifts and blind cash-up
X and Z reports
The same books as invoices

The web point of sale with dishes and a basket

Everything in POS

What it does, in plain words.

01

Fast to sell

Search, scan a barcode or tap a picture. Categories along the top.

02

Every way to pay

Cash, card, wallet, QR, bank transfer, on account, or split cash and card — with tips, discounts and coupons.

03

Dine in, takeaway, delivery

On a restaurant till, choose the order type and the table, and send it to the kitchen.

04

Park and come back

Hold a sale as a tab; refund, reprint or email the receipt from history.

05

Shifts

Open with a float, close with a blind count. Short or over needs a reason.

06

Reports

X and Z reports and a cash handover form for every shift.

07

Receipts and the drawer

SUNMI’s built-in printer or any receipt printer; the drawer opens on cash.

08

Customer screen

On SUNMI dual-screen tills the customer sees the basket and the total.

How POS works

Three steps, start to finish.

Open a shift. Pick your station and count the float.
Sell. Tap, scan, pay. The receipt prints and the drawer pops.
Cash up. Count blind, see the difference, download the Z report.

See POS in the app

Real screens from the Kardopal web app and the phone app.

Every shift: sales, cash, card and over/short

Good to know

And what POS connects to.

A lost connection stops new sales rather than storing them, so nothing is double-counted.

StationsWorks with POSPrintersWorks with POSCDSWorks with POS

Stations

Every till, live.

Each till in each branch: who is on shift, what it has taken today, and whether the drawer balanced — from anywhere.

Shop, restaurant, pharmacy or booking till
Online status and last seen
Takings per till
Cashiers per till
Close a shift remotely
X/Z reports and handover

More about Stations →

Stations in the web app with each till’s card

Everything in Stations

What it does, in plain words.

01

Over thirty station types

Retail, restaurant, pharmacy, car wash and more — each opens the right till.

02

Preview before you choose

See the screens the cashier will get while picking the type.

03

Live status

Online, or when it was last seen. Who is on shift right now.

04

Takings per till

Sales, transactions and average ticket for each till and in total.

05

Cashiers

Each cashier signs in with their own login and sees only their tills.

06

Remote close

Forgot to cash up? Close the shift from the phone or the web.

07

Paperwork

X and Z reports, a handover form, and the signed copy kept in KardoDrive.

08

Retired, not deleted

A till with history is retired, so its records stay intact.

How Stations works

Three steps, start to finish.

Create the station. Name, type, branch and cashier.
Sign in on the till. The cashier picks their station and counts the float.
Watch it live. Takings and shifts, per till, from anywhere.

See Stations in the app

Real screens from the Kardopal web app and the phone app.

Good to know

And what Stations connects to.

The number of stations follows your plan; the plan card shows how many are in use.

POSWorks with StationsPrintersWorks with Stations3D WorldWorks with Stations

Credit Notes

Returns, done properly.

Credit a return or a billing mistake against the invoice it came from. The stock, the customer’s balance and their points all follow.

Linked to the original invoice
A reason on every return
Stock receipt opened
Points taken back
Refund or apply
Locked once issued

More about Credit Notes →

Everything in Credit Notes

What it does, in plain words.

01

Linked and capped

Each credit note points at its invoice and can’t credit more than it was.

02

Return reasons

Pick a reason or write your own, on every credit.

03

Goods come back

A stock receipt opens for stocked lines, with a shortcut to receive them.

04

Customer balance

Issuing it raises the customer’s credit straight away.

05

Loyalty

Points earned on the sale are taken back in proportion.

06

Refund or reuse

Pay it out as cash, or apply it to another invoice.

07

Locked

Once issued it can’t be deleted — the record stays true.

08

Same PDF layouts

Printed or emailed like every other sales document.

How Credit Notes works

Three steps, start to finish.

Pick the invoice. The lines are there; choose what is coming back and why.
Issue it. Balance, stock receipt and points update together.
Settle. Refund it, or use it on the next invoice.

See Credit Notes in the app

Real screens from the Kardopal web app and the phone app.

A credit note with its items and activity

Good to know

And what Credit Notes connects to.

Returns at the till create the same credit notes, so counter and back office agree.

InventoryWorks with Credit NotesPaymentsWorks with Credit NotesLoyaltyWorks with Credit Notes

Payments

Every receipt, where it belongs.

Record money in against the invoices it settles — several at once — and anything over becomes credit on the account.

One payment, many invoices
Overpayment becomes credit
Refunds from credit
Receipt PDF or email
Every method
Linked to the till shift

More about Payments →

Everything in Payments

What it does, in plain words.

01

Split across invoices

One payment settles several invoices, with a live preview of how it is split.

02

Overpayment

Anything left over becomes credit on the customer’s account.

03

Refunds

Pay out from the customer’s credit when it is owed back.

04

Receipts

A payment receipt as a PDF, or emailed to the customer.

05

Methods

Cash, card, bank transfer and more, recorded on each payment.

06

Till shifts

Payments taken at the counter belong to the shift they were taken on.

How Payments works

Three steps, start to finish.

Record it. Pick the customer; their open invoices are listed.
Apply it. Split it across invoices, or leave the rest as credit.
Send the receipt. PDF or email, in one tap.

See Payments in the app

Real screens from the Kardopal web app and the phone app.

Good to know

And what Payments connects to.

Customer credit from payments and credit notes is the same balance — usable on any invoice.

AccountingWorks with PaymentsInvoicesWorks with PaymentsContactsWorks with Payments

Subscriptions

Revenue that renews itself.

Sell plans that bill on a schedule — memberships, retainers, service plans — and see your MRR, growth and churn.

Any interval
Flat or per seat
Billed in advance
Statuses that keep themselves
Pay cycles up front
MRR and churn reports

More about Subscriptions →

Everything in Subscriptions

What it does, in plain words.

01

Any rhythm

Hourly, daily, weekly, monthly, quarterly, every six months or yearly.

02

Flat or per seat

One price, or a price per seat — with the tax rate taken live from Accounting.

03

Billed in advance

Each period is a real invoice, raised up to seven days early, periods back to back.

04

Statuses

Trial, active, past due, paused, cancelled. Past due is set automatically from overdue invoices.

05

Pay ahead

A customer can pay several cycles up front.

06

Change plan

Switch plan from the next period.

07

Pause and resume

Resuming starts a fresh period.

08

Reports

MRR by plan, growth, churn and upcoming renewals.

How Subscriptions works

Three steps, start to finish.

Create a plan. Price, interval and seats.
Subscribe a customer. Trial first if you like.
It renews. Invoices raise themselves; MRR shows in the reports.

See Subscriptions in the app

Real screens from the Kardopal web app and the phone app.

Active, on trial, MRR and renewals at a glance

Subscribers, earnings by plan and new vs cancelled

Good to know

And what Subscriptions connects to.

Plan changes take effect from the next period; there is no mid-period proration.

RecurringWorks with SubscriptionsPaymentsWorks with SubscriptionsWellness membershipsWorks with Subscriptions

Recurring

The invoice that sends itself.

Repeat an invoice or a sales order on a schedule — raised and posted on the date, without anyone remembering.

Invoices or sales orders
Daily to yearly
Posted straight away
Pause, resume, stop
Next run at a glance
Salesperson and branch kept

More about Recurring →

A recurring invoice schedule in the web app

Everything in Recurring

What it does, in plain words.

01

Invoices or orders

Repeat an invoice (RINV-) or a sales order (RSO-).

02

Any frequency

Daily, weekly, monthly, quarterly or yearly, with an optional number of runs.

03

Posted, not drafted

Invoices are issued; orders are confirmed with their stock reserved.

04

On time

Checked every ten minutes, so nothing waits for tomorrow.

05

In control

Pause, resume or delete the schedule at any time.

06

Schedule card

Next run, last run, and runs done — “3 of 12”.

How Recurring works

Three steps, start to finish.

Set it up. The customer, the lines and how often.
It runs. Each run raises the document and posts it.
Keep track. See every run; pause when the work pauses.

See Recurring in the app

Real screens from the Kardopal web app and the phone app.

The schedule: every month, next run, runs so far

Good to know

And what Recurring connects to.

Use Recurring for repeat bills to a customer; use Subscriptions for plans many customers buy.

SubscriptionsWorks with RecurringInvoicesWorks with RecurringSales OrdersWorks with Recurring

Live Orders

Sell while you stream.

Orders placed during a live-shopping stream, on one screen while they are still worth acting on.

Stock checked at order
Confirm, paid, shipped
New orders in seconds
The phone buzzes
Search and filter
Cancel when needed

More about Live Orders →

A live-shopping stream with products, a basket and orders arriving

Everything in Live Orders

What it does, in plain words.

01

Stock checked

An order can’t be placed for stock you don’t have.

02

Clear steps

Pending, confirmed (stock held), paid, shipped — or cancelled.

03

Real time

New orders appear within seconds while you are live.

04

You won’t miss one

The phone buzzes on every new order.

05

Find any order

Search, sort and filter by status.

How Live Orders works

Three steps, start to finish.

Go live. Stream from Spaces with your products.
Orders arrive. Viewers order without leaving the stream.
Fulfil. Confirm, take payment and ship from one list.

Good to know

And what Live Orders connects to.

Live streams are run from Spaces; their orders land here in Sales.

Spaces LiveWorks with Live OrdersInventoryWorks with Live Orders

Settings

Set up once, the way you sell.

Shape Sales to your business — a quick-service counter, a retail shop or a wholesale operation — and decide who sees what.

Workflow presets
When stock comes off
Who sees cost and price
Default currency and tax mode
Payment reminders
PDF branding

Everything in Settings

What it does, in plain words.

01

Workflow presets

POS / quick shop, retail, wholesale / B2B, enterprise or service — then tweak any switch.

02

Stock timing

Stock comes off on invoice, on order confirm, or on dispatch.

03

Price visibility

Choose which roles see the sale price and which see cost and margin.

04

Price-list check

Off, warn, or notify — with a tolerance and who is told.

05

Defaults

Currency, tax added or included, warehouse and price list for new documents.

06

Reminders

Turn payment reminders on, pick the days and copy someone in.

07

PDF branding

Footer text, signature block and draft and paid watermarks.

08

Notes and terms

Default notes and terms per document type.

How Settings works

Three steps, start to finish.

Pick a preset. The one closest to how you sell.
Tweak it. Any switch, any time.
Sell. New documents follow; existing drafts stay as they were.

See Settings in the app

Real screens from the Kardopal web app and the phone app.

Good to know

And what Settings connects to.

Only the account owner can change Sales settings; everyone else can read them.

ApprovalsWorks with SettingsAccountingWorks with Settings

One document that grows up.

Twelve tools. One flow.

Price the job, send it, win it.

Everything in Estimates

Lines from your catalogue

Per-line tax and discount

Tax-exempt and reverse charge

Any currency

Price-list check

Approvals

Fifteen PDF layouts

Version history

How Estimates works

See Estimates in the app

Good to know

Proposals that sell themselves.

Everything in Proposals

Six designs

Packages

Customize your package

Live total

Story blocks

Kardo AI

Accept, decline, revise

Know when it’s opened

How Proposals works

See Proposals in the app

Good to know

Promise only what you can ship.

Everything in Sales Orders

Stock held on confirm

Send to warehouse

Service work

Fulfilment tracker

Credit limits

Delivery signature

Convert to invoice

Loyalty handled

How Sales Orders works

See Sales Orders in the app

Good to know

Invoices that chase themselves.

Everything in Invoices

Reminders that send themselves

One-tap reminder

Emailed as your business

Stock and cost

Expired batches refused

Customer credit

Void, properly

Watermarks

How Invoices works

See Invoices in the app

Good to know

The till is part of Sales.

Everything in POS

Fast to sell

Every way to pay

Dine in, takeaway, delivery

Park and come back

Shifts

Reports

Receipts and the drawer

Customer screen

How POS works

See POS in the app

Good to know

Every till, live.

Everything in Stations

Over thirty station types

Preview before you choose

Live status

Takings per till

Cashiers

Remote close

Paperwork

Retired, not deleted

How Stations works

See Stations in the app

Good to know