Flex AR Suite — Estimates, Invoicing & Project Tracking
Quote it. Bill it. Track it. One suite.
Flex AR Suite brings Estimates, Invoicing, and Budgets together, so a quote turns into a bill and a budget without anyone rebuilding a single line item.
Everything you bill for, from one connected suite
Most businesses run their receivables across separate quoting, billing, and job-tracking tools, each with its own line items and its own version of the truth. Nothing carries forward, so every handoff is a chance to lose time or get a number wrong.
Flex AR Suite connects the three: quote the work with Estimates, bill for it with Invoicing, and track the budget and profitability with Budgets. They share the same line items and the same customer record, so your accounts receivable finally works as one system instead of three.
Three products, one account
Estimates
Send a branded estimate, let customers approve it online, and convert it straight into an invoice when the work is done.
Invoicing
Create, send, and track invoices with a unique payment link, and watch each one move from outstanding to paid automatically.
Budgets
Set a budget per job, tag spend and invoices to it as they happen, and see profitability update in real time.
All in one account.
One quote. One bill. One budget. No re-keying.
1
Estimate
Quote the job with Estimates and get it approved online before any work begins.
2
Invoice
Convert the approved estimate into an invoice in one click, with the same line items your customer already signed off on.
3
Track
Tag spend and invoices to a Budget to see profitability update as the job progresses.
4
Get paid
Customers pay by ACH or wire directly from the invoice, and the dashboard updates the moment payment clears.
Your receivables, as one system
Stop reconciling three tools against each other. AR Suite keeps the quote, the bill, and the budget connected from the first estimate to the final payment.
Ready to run your receivables as one system?
Quote a project, bill for it, and track the budget, all in one place.
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