Prepare a professional quote
List your services and fees. Share a PDF quote, then convert an eligible quote into an invoice when the work begins.
Manage your independent business without getting lost between quotes, clients, invoices and to-dos. See the financial picture and your next step in the same place.
Whether you work in design, development or consulting, a clear place for each quote, note and expected payment makes it easier to plan your day.
List your services and fees. Share a PDF quote, then convert an eligible quote into an invoice when the work begins.
Follow partial payments and outstanding balances by client. See which receivables are coming due or overdue.
Create general or client-linked tasks. Organize your work with priorities, deadlines and repeat schedules.
Track overseas client records and foreign-currency transactions. Manage exchange rates and expand your currency options with Pro as needed.
Professions
Work by project, by the hour or on a monthly retainer, for clients at home or abroad. Quotes, invoices, payments and tasks follow the same simple flow in every profession.
Itemize quotes for logo, brand identity or interface projects. Turn the approved quote into an invoice and follow payment on the client’s account.
Manage project fees, maintenance and hosting as separate line items. Set up recurring invoices for monthly maintenance contracts.
Track articles, blog posts and content packages per client. Link deadlines to tasks and see unpaid work in one list.
Prepare quotes and invoices for international clients in their own currency. Enter exchange rates manually or update them automatically.
Spell out shooting, editing and usage-rights fees in the quote. Track the deposit and the balance with partial payments.
Set up monthly management packages as recurring services. Invoices are created when each period arrives, and pending payments stay visible.
Bring sessions, hourly consulting and project fees together in client accounts. Attach meeting notes to the right client.
Track lesson packages and monthly payments. See at a glance whose payment is due soon and whose is late.
Quote by project phase and track phase payments with separate invoices. Record supplier payments in the same place.
Save client notes and quote line items. Don’t rely on remembering everything after the meeting.
Set tasks, dates and priorities. Complete your tasks as the project moves forward.
Create the invoice and record incoming payments. Review income, expenses and balances at the end of the period.
Yes. Defter Free is free forever, with no limit on invoices, quotes or recurring invoices. The free plan includes 10 active contacts, 1 company, your reporting currency and 1 foreign currency.
Yes. Set your reporting currency, work with other currencies and enter exchange rates manually or update them automatically. The free plan adds 1 foreign currency; Pro includes unlimited currencies.
Yes. Convert a sent or accepted quote into an invoice in one step, with the same line items, amounts and currency. Share documents as PDFs or send them from your own email address.
No. Defter Pro produces PDF documents so you can track sales, purchases, quotes and payments. The current version is not connected to official e-invoicing systems, so keep working with your accountant for tax filings.
Defter Free is free forever. Invoices, quotes and recurring invoices are unlimited, with 10 active contacts, 1 company, your reporting currency and 1 foreign currency.
Pro purchasing is not open yet. Unlimited contacts, multiple companies, unlimited currencies and read-only client account sharing are part of Pro.
Add a contact and send a quote; the invoice, follow-up and payments stay in one place.