From quote to cash, in one place.
Manage your entire revenue workflow — products, proposals, and invoices — without ever leaving Portal. Everything talks to everything else.
A product catalog your entire team can trust.
Build a single source of truth for every service and product your business offers. Prices, durations, and descriptions are pulled automatically into quotes, invoices, and bookings — no copy-pasting.
- Organise offerings into services and retail products with categories
- Link products directly to booking types so pricing is always consistent
- Update a price once and it reflects everywhere instantly
Haircut
45 min
£35.00
Colour
90 min
£85.00
Blow Dry
30 min
£25.00
Send polished proposals that convert instantly.
Build professional quotes from your product catalog in minutes. Share a link for client approval, and convert the accepted quote to a fully-formed invoice with a single click — no re-keying required.
- Line items pull directly from your Products catalog
- Clients approve via a shareable public link — no account needed
- One-click conversion to invoice with all data carried over
Avery Hotels Ltd
contact@averyhotels.com
Professional invoices with automated workflows.
Issue invoices in seconds, track payment status in real time, and get automatic overdue alerts. Every invoice is numbered, dated, and PDF-ready — built to the standard your clients expect.
- Auto sequential numbering in INV-YYYYMMDD-XXXXXX format
- One-click PDF generation for client-facing downloads
- Real-time status dashboard — paid, sent, and overdue at a glance
INV-001
Bella Beauty
£350
PaidINV-002
City Spa Ltd
£820
SentINV-003
Avery Hotels
£1,200
OverdueRevenue (month)
£8,450
Outstanding
£2,020
Turn every service into a revenue line.
Portal's sales tools are purpose-built for service businesses that invoice regularly.