What the client needed
The practice wanted GST invoicing that fits how it works, and a set of client forms that produce clean documents without retyping.
Invoices and client documents were prepared by hand, which took time and made consistent formatting difficult across many clients.
What we built
- GST invoices, quotations and payments
- Reports for returns and accounts
- Seven responsive client forms
- Automatic emails with PDF documents and QR codes
How we solved it
We designed the billing flow around the practice's own invoices, then turned each paper form into an online form that produces a ready document.
The billing software follows the practice's own invoice layouts and GST needs, while each client form now produces a finished document with a QR code and sends it by email automatically.
The outcome
The billing software and forms are live and in daily use, saving time on every invoice and client document.
Invoices, quotations and client documents are produced in moments, look the same every time and reach clients straight away.
