Who you work with.
Contact details, addresses and the history of what you have sent them, ready for the next conversation or repeat order.
INVITATION-ONLY PILOT
Ask to join
the pilot.
The BaoBooks pilot lets a small number of South African businesses work with their real records and help shape the product.
The pilot is small on purpose. We read every request and we reply either way, but asking is not a guarantee of a place and we cannot say in advance how many we can take. If it is not this round, we will say so rather than leave you waiting.
WHAT YOU GET TODAY
Everything here
works now.
Nothing on this page is a plan.
It is what you can use the day you sign in.
What you sell.
The things you sell and what they cost, so a quote or an invoice is a few clicks rather than a retype.
Before the work.
Professional quotes with validity dates, which become an invoice when the customer says yes.
The paperwork, done.
Invoices for VAT-registered and non-VAT businesses, your own numbering, and a PDF that looks like your business.
What you are owed.
Record payments in full or in part, see what is outstanding and how long it has been, and issue a credit note when something has to come back.
The follow-up.
Customer statements on demand, and reminders that chase what is still unpaid so that you do not have to remember to.
Straight to them.
Email an invoice, a quote or a statement from BaoBooks, with your own wording, and see that it went.
Your records, yours.
Bring customers, products and past invoices in from a spreadsheet, and take everything back out as spreadsheets or PDFs whenever you like.
Ready for the next run.
One-off and standing orders, packing lists, delivery runs, collection outcomes and returns, with linked invoices and payments.
Know what is available.
Set opening counts, add or adjust stock and see what is reserved for confirmed orders. Businesses that do not need inventory can leave it off.
Keep advances in view.
Record cash received and barter value received, apply available balances to issued invoices, and keep receipt and advance evidence together.
Keep the place with the work.
Organise deliveries at shared locations and link customer sites to orders and invoices, with reports for each site.
Also there today:
Reports on what you have sold and what is outstanding, your own logo and colours on documents, more than one business in one account, and staff members with their own sign-in and their own permissions.
ASKING TO JOIN
Tell us about
your business.
Five questions. It takes a minute,
and a person reads every one.
Pressing the button opens your own email app with this message filled in. Nothing reaches us until you send it from there, so if you would rather write to us yourself, hello@baobooks.co.za is the same address.
We reply by email and that is all we do with it. You are not added to a mailing list, and there is no newsletter to unsubscribe from.