Produce Quotes & Orders

Send quotes and orders to your clients. Improve sales process.

Send professional online quotes and orders, check online if a quote or order is open or closed, track any won or lost sales on the system.

Sending Quotes & Orders

Improve sales process. Produce and send professional quotes to existing customers or prospects.

Track Quotes & Orders

Check quotes and orders status online, monitoring open and closed sales, track any won or lost sales on the system.

Customised Quotes and Orders

Design your own templates to send to your clients, option to add your logo.

Convert Quotes to Invoices
One click to convert your quotes to an order or invoice.
Surf Accounts App
Track quotes and orders on the move with Surf Accounts App. Available for iOS and Android. Download Now!
Convert Prospects to Customers
One click to convert prospects to customers.

You're in good company

All plans include

Online Invoicing

Create professional invoices. Receive updates when they’re opened. Get paid quickly with our pay now button on invoices. Read more

Online Payments

Save time on payments. Online payments allows you to pay vendors easily. 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 Software

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

Financial Reports

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

Surf Accounts App

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

Security

Secure and reliable accounting software. Microsoft Azure security Hosted in Microsoft's European data centre in Grange Castle, Ireland.
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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