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Billing is NEXOS CORE’s quoting and invoicing system. Build a price proposal, send it for online client approval with a captured e-signature and full audit trail, then convert the approved quote into an invoice — and track payments, credit memos, and outstanding balances from there. Quotes live at /quotes, invoices at /invoices.

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When to use it

  • Propose priced work and get documented client sign-off.
  • Let clients approve online — adjusting quantities and opting into optional line items themselves.
  • Bill approved work and track paid vs. outstanding.
  • Issue refunds or adjustments via credit memos.
  • Review who owes what, by age bucket.

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Quotes

Build quotes with sectioned line items, percentage or fixed discounts, tax, optional and quantity-adjustable lines, validity dates, and a PO-required flag. Quotes are versioned — revise and revert to an earlier revision, or duplicate an existing quote.

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Online approval + e-signature

Send a quote and the client opens a secure, tokenized approval page where they select any optional or adjustable lines, then sign:
1

Client reviews and selects

On the approval page the client picks optional lines and adjusts quantities where allowed.
2

Client signs

They enter name, title, and email and draw a signature. The signature, consent text, IP address, and timestamp are captured for the audit trail.
3

Quote is approved

The quote flips to Approved, the line selections persist, and audit entries are written. Staff can also manually approve when needed.
You can also generate a contract directly from an approved quote (see contracts).

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Invoices

Generate an invoice from an approved quote — it copies only the accepted lines (honoring client quantities, skipping unselected optional lines), recomputes totals, and sets the due date from the payment terms. Invoices move through draft → sent → viewed → partial → paid, and can be voided, duplicated, or printed.

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Payments and credit memos

Record payments (check, ACH, wire, credit card, cash) — the balance due and status update automatically. Issue credit memos against an invoice to apply a refund or adjustment.

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AR aging

The aging report (/invoices/aging) buckets outstanding balances by due date — Current, 31–60, 61–90, and 90+ days — per company.

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Draft a quote from a call transcript

Paste or upload a .txt/.md sales-call transcript and Nexie drafts a quote with line items against your product catalog.
The transcript-to-quote feature needs your tenant’s Claude API key (Settings → Integrations).