Get paid

Quoting and invoicing

Available in: Keap Pro

 

Keap provides you with the tools to create professional looking quotes and invoices to ensure that you get paid. Managing quotes and invoices is made simple with automatic reminders and email notifications.

You can access your quotes through the billing dashboard. Here you will see the quotes with their accompanying status such as draft, accepted, invoiced or both accepted and invoiced. You can add any relevant notes to a quote, as well as terms and conditions. When your client hits the accept button, the status of the quote will change to “accepted” on your quoting dashboard.

When you create an invoice, you can request a deposit, add any relevant notes specific to the invoice, and include terms and conditions. You can also add a payment to the invoice by clicking the “add payment” button.

Your client can click the “pay now” button from their invoice to provide their payment details, and Keap will process the payment for you.

Why the name change?

Infusionsoft is now Keap. Why? Because it takes perseverance to grow a successful small business, and we’re here to help.

Our mission remains the same: To simplify growth for millions of small businesses worldwide.

As Keap, we now offer a family of products designed to help small businesses no matter what stage they’re in.

We created Keap, the all-in-one CRM, sales and marketing platform for growing service businesses, because most small businesses need to start simple and grow over time.

Our top-tier product, Infusionsoft, is for small businesses with more advanced sales and marketing automation needs.

So whether you want to start simple or you’re ready for our most advanced edition, we offer a Keap product that will help you get organized, deliver great service, and grow your business.

Keep going. Keep serving. Keep growing.