Invoicing has never been this easy

Create professional quotes, orders and invoices using Surf Accounts.

Automatically send invoices to customers. Stylised templates show status of payments on invoices. Upload logos and decide on which columns of information you want on your invoice layout.

Customer Lookup

Find customers by name or code and add new customers on the go.

Product Lookup

Select products from your product catalogue and add any new products on the go.

Credit Control Details

See the current balance on the customer account along with the last amount paid by the customer as well as credit terms.

Quotes & Orders
Track any won or lost sales on the system. Quotes and orders are automatically transferred to invoicing. Follow the status on quotes and orders as they change.
Templates
Surf Accounts has multiple predefined invoice templates which enables you to decide the columns you want to display. Upload your company logo for personalised invoices.
Product Lines
Surf Accounts allows you to maintain a full product catalogue. It has a CSV file product import facility for lists from legacy systems.
Sending Invoices
Invoices can be printed or emailed to customers along with payment details.

You're in good company

All plans include

Smart Invoicing

Create stylish invoices, email them to customers along with payment details and see when they have been opened. Read more

Pay & Get Paid

Auto pay button on invoices Read more

Easy VAT

Full Irish and UK VAT reporting including VAT3, RTD, VIES & INTRASTAT built in. Read more

Bank Reconciliation

Import your bank statements directly to save time on postings & easy reconciliation. Read more

SEPA Payments

Pay suppliers by generating a SEPA file which may be submitted to your bank. Read more

Multi-Currency

Invoice your clients in any currency with daily updated exchange rates. Read more

Produce Quotes & Orders

Track any won or lost sales on the system. Quotes and orders are automatically transferred to invoicing.  Read more

Handle Inventory

Maintain a full product catalogue. Add additional items and view stock levels. Read more

Business Divisions

Take sections of your business and measure their costs and profitability by division.

Time Tracking

Record details and keep track of prospects for future reference.

Contacts

Record details and keep track of prospects for future reference. Read more

Sales Pipeline

Track opportunities from calls through to quotations and manage the process into a pipeline funnel. Read more

CRM

View orders, quotes, account transactions and balances for every customer. Read more

Reporting & Dashboards

Clear and simple dashboards, gives you all the key figures. Read more

Reporting

Get the numbers that are important to you, by customising a report with easy to read graphs and data. Read more

Mobile

Run your business from the
palm of your hand with our
free downloadable App. Read more

Security

Microsoft Azure security Hosted in Microsoft's European data centre in Grange Castle, Ireland. Read more
Need help or have questions? Lines are open Monday-Friday 09:00-17:30.
Call +353 1 494 0580

Or email us at: info@surfaccounts.com

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