WorkMail Pro Guides

Invoicing or Accounting?

Which tool to use.

Invoicing (in Docs)Accounting
Best forFreelancers and small businesses who want to send a quote or invoice fastBusinesses that need full bookkeeping
Quotes and invoicesYes, PDF, convert quote to invoiceYes (estimates, invoices, credit notes)
Online paymentBuilt in: PayFast and Yoco pay-now button, auto-marked paidNo built-in card payment; add a payment link in the invoice notes
Clients and itemsSimple saved listsFull customers, items, inventory
Expenses, bills, bank, VAT reports, balance sheetNoYes
Multiple users on the same booksNo, each user has their own listYes, shared organisation
PlanIncluded with DocsIncluded on plans with Accounting

You can use both: for example send quick invoices from Invoicing and keep your books in Accounting. The two do not sync automatically.