Does your pricing have more rules than your price list? Coda keeps track of all of them.
Discount programs, prices that change by location, taxes, deposits. Coda handles the math from the first quote to the final payment, so your front desk doesn't have to.
Clinics and med spas, veterinary practices, repair shops, service businesses with products on the shelf, and anyone running more than one location. If what you charge depends on who's buying and where, Coda was built for that.
Quotes and invoices go out in each customer's preferred language, using your own wording, so a bilingual business can bill the way it already talks.
WHO IT'S FOR
For businesses where pricing takes some thought
Someone at the front desk has to remember which discounts a customer qualifies for, how each one applies, what this location charges, and how the tax works out. Most of the time they get it right. When they don't, it shows up later as a refund, an awkward phone call, or money you never collected.
With Coda, your team picks what the customer is getting and which discount they're eligible for. Coda handles the rest: how the discount applies to each item, the location price, and the tax, carried from quote to invoice to payment.
THE PROBLEM
Checkout is where pricing gets complicated
WHAT'S INSIDE
From price list to paid.
PRICE
Catalog
Your products and services, location pricing, tax zones, and discount programs as detailed as you need, all set up once. Group items you often sell together so they go on a quote in one click.
ESTIMATE
Quote
Build a quote in minutes and send it by email or print. When they say yes, it becomes an invoice with nothing retyped.
BILL
Invoice
Invoices that match the quote, in the customer's language, ready to email or print.
RECORD
Collect
Record payments, deposits, credits, and refunds against the right invoice, so you always know what's still owed.