Revenue MTD
Revenue YTD
Quotes Sent
Outstanding
Bookings
Paid Invoices
Conversion
Discounts Given
Upcoming
Monthly revenueJan–Jun 2025
Recent quotations
Quote #ClientTotal
Today's bookings
Activity feed
Client directory
| Name | Contact | Phone | Address | Company | ||
|---|---|---|---|---|---|---|
| Loading clients… | ||||||
Product & service catalog
| SKU | Name | Category | Price | Stock | Status | |
|---|---|---|---|---|---|---|
| Loading products… | ||||||
Total Quotes
24
this month
Accepted
16
67% rate
Pending
5
awaiting
Total Value
R312k
↑ 18%
| Quote # | Client | Service | Date | Total | Status | Actions |
|---|---|---|---|---|---|---|
| Loading quotations… | ||||||
Quote details
Client
Discount, Deposit & VAT
Line items
| Code | Description | Qty | Price | D% | Total | |
|---|---|---|---|---|---|---|
| R 16,200.00 | ||||||
| R 1,200.00 | ||||||
| R 3,500.00 |
Totals
SubtotalR 22,700.00
Line discounts− R 1,800.00
VAT (15%)R 3,135.00
TOTAL DUER 24,035.00
Deposit breakdown
Deposit (50%)R 12,017.50
Balance on completionR 12,017.50
Quote Templates
Choose the industry that matches your business — updates your quotation style and app theme.
General Services
All-purpose template for any business type
Construction
Building, renovation & contracting quotes
Cleaning Services
Domestic, commercial & industrial cleaning
Consulting
Professional services & compliance consulting
Logistics
Delivery, transport & freight quoting
Beauty & Wellness
Salons, spas & personal care services
Education & Training
Tutoring, courses & training programmes
Security Services
Guards, CCTV & access control services
Automotive
Panel beating, servicing & car sales quotes
Freelancers & Agencies
Design, dev, marketing & creative services
Cash Receipts
Issue payment slips for cash, EFT, or card payments received
Total Receipts
0
all time
Cash Received MTD
R 0,00
this month
Cash Received YTD
R 0,00
this year
Top Method
—
| NUMBER | DATE | CLIENT | DESCRIPTION | METHOD | AMOUNT | |
|---|---|---|---|---|---|---|
| No receipts found. | ||||||
All invoices
| Invoice # | Client | Issue Date | Due Date | Total | Paid | Status | Actions |
|---|---|---|---|---|---|---|---|
| Loading invoices… | |||||||
June 2026
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Upcoming bookings
| Client | Service | Date | Time | Status |
|---|
📄 Quotes & Documents
Hi {CLIENT_NAME}, please find quotation {QUOTE_NUMBER} from {BUSINESS_NAME}.
Total: {TOTAL}. Valid 30 days. 🙏
Total: {TOTAL}. Valid 30 days. 🙏
Hi {CLIENT_NAME}, please find invoice {INVOICE_NUMBER} from {BUSINESS_NAME} for {TOTAL}. Payment due {DATE}. 🙏
Hi {CLIENT_NAME}, to proceed kindly pay the deposit of {DEPOSIT_AMOUNT} to {BUSINESS_NAME}. Banking details attached. 🙏
💳 Payments & Reminders
Hi {CLIENT_NAME}, invoice {INVOICE_NUMBER} for {TOTAL} due {DATE}. Kindly arrange payment.
Hi {CLIENT_NAME}, invoice {INVOICE_NUMBER} for {TOTAL} is now overdue. Please arrange payment urgently. Thank you.
📅 Bookings
Hi {CLIENT_NAME}, your booking with {BUSINESS_NAME} is confirmed for {BOOKING_DATE}. ✅
Hi {CLIENT_NAME}, reminder that your appointment with {BUSINESS_NAME} is tomorrow — {BOOKING_DATE}. See you then! 📅
🤝 Client Relationship
Hi {CLIENT_NAME}, your job is complete! Please find invoice {INVOICE_NUMBER} for {TOTAL}. Kindly settle at your earliest convenience. ✅
Hi {CLIENT_NAME}, thank you for your business! It was a pleasure working with {BUSINESS_NAME}. We look forward to serving you again. 🙌
How it works
1
Pick a template below and tap Send
2
Enter client's WhatsApp number
3
WhatsApp opens pre-filled — tap Send
💡 Tip: Use {VARIABLES} as placeholders — replace them when sending.
📋 Available variables
{CLIENT_NAME}
Client's full name
{BUSINESS_NAME}
Your business name
{QUOTE_NUMBER}
Quotation reference
{INVOICE_NUMBER}
Invoice reference
{TOTAL}
Amount (e.g. R 2 500)
{DATE}
Due or booking date
{BOOKING_DATE}
Appointment date
{DEPOSIT_AMOUNT}
Deposit required
Activity logLast 7 days
💬
No messages sent yet.Use a template above to get started.
Expense Tracking
This Month
R 0,00
This Year
R 0,00
Largest Category
—
VAT Claimable
R 0,00
this year
| Date | Category | Description | Supplier | Amount | VAT | Payment | |
|---|---|---|---|---|---|---|---|
| Loading expenses… | |||||||
Income Statement (P&L)
Total Revenue
R 0,00
Total Expenses
R 0,00
Gross Profit
R 0,00
Net VAT Position
R 0,00
output minus input
Revenue
TotalR 0,00
Expenses by category
TotalR 0,00
Monthly trend
Revenue
Expenses
Stock & Inventory
Total SKUs
0
tracked items
Low Stock
0
items below alert
Stock Value
R 0,00
at cost price
Out of Stock
0
zero quantity
Low stock alerts
No low stock alerts.
| SKU | Product | In Stock | Unit | Cost Price | Stock Value | Alert At | Status | |
|---|---|---|---|---|---|---|---|---|
| Loading stock… | ||||||||
Recent stock movements
| Date | Product | Type | Qty | Reference | Notes |
|---|---|---|---|---|---|
| No movements yet. | |||||
Bank Reconciliation
Unmatched
0
transactions
Matched
0
Total Credits
R 0,00
money in
Total Debits
R 0,00
money out
| Date | Description | Amount | Balance | Status | Matched to | |
|---|---|---|---|---|---|---|
| Import a bank CSV or add transactions manually to start reconciling. | ||||||
How to import: Export a CSV from your bank's internet banking (FNB, Nedbank, Standard Bank, ABSA all support this). The file should have columns for date, description, and amount. Centric will auto-detect the format and attempt to match each transaction to your invoices and expenses.
Reports
💰 Total Revenue
R 0
—
⏳ Outstanding
R 0
—
📝 Quotations
0
—
🧾 Invoices
0
—
👥 Total Clients
0
—
📈 Conversion Rate
0%
Quotes → Invoices
Monthly Revenue Trend
Business Insights
Loading...
Activity Summary
Loading...
Invoice Status Breakdown
0
Paid
0
Pending
0
Overdue
Revenue Status — Trend
Collected
Outstanding
0% collected
Quote → Invoice Funnel
Quotations0
Invoiced0
Paid0
Quote → Invoice0%
Invoice → Paid0%
Business profile
Logo · displays up to 260×110px on PDFs
Click to upload logo
PayFast (for accepting payments from YOUR clients on invoices — not your Centric Business subscription)
Banking details
Quote number format
ASQ-2025-0025
Default terms & conditions
Vendor Management
Total Vendors
0
registered
Active Vendors
0
suppliers
Total Purchases
R 0,00
all time
Outstanding POs
0
pending delivery
| VENDOR | STATUS | CONTACT | PHONE | TOTAL POs | ||
|---|---|---|---|---|---|---|
| No vendors yet. | ||||||
Purchase Orders
Total POs
0
all time
Draft / Sent
0
open orders
Total Value
R 0,00
all orders
Awaiting Delivery
0
not yet received
| PO NUMBER | VENDOR | ORDER DATE | DELIVERY | TOTAL | STATUS | |
|---|---|---|---|---|---|---|
| No purchase orders found. | ||||||
Free tester — full access until August
Stop juggling 5 apps.
Run everything from one place.
Most SA businesses waste hours every week copying between WhatsApp, Excel, email and their bank. Centric Business replaces all of it — built specifically for how SA businesses operate.
🛡️
30-Day Money-Back Guarantee
Free until August, then R149.99/mo locked for life. Not satisfied? Email support@centricpro.co.za — no questions asked.
Why SA businesses switch
⚡
Send quotes in 2 minutes
Not 20 minutes on Excel. Type the client, add items, tap WhatsApp.
💰
Know your profit daily
P&L updates in real-time. No more guessing at month-end.
🇿🇦
Built for SA businesses
15% VAT, PayFast, SA bank CSVs, Rand amounts, WhatsApp sharing.
📱
Any device, anywhere
Phone, tablet, laptop. Always in sync, no install needed.
12 tools included
📄 Quotes & Invoices
🧾 Cash Receipts
💳 PayFast Payments
💬 WhatsApp Suite
📦 Stock Control
📊 P&L Reports
🏦 Bank Recon
📅 Booking Calendar
🚛 Vendors & POs
👥 Client Database
🗂️ 10 PDF Templates
📈 Analytics
🔥 Tester Rate — 50 Spots Only
Centric Business Pro
R149
.99/mo
R220/mo from September (new users)
Save R70/mo
🔒 Rate locked for life · Less than R5/day
Pay annually · Save more
R1,490/year
~~R1,799.88/year~~
You save R309.88 — ~2 months free
Unlimited quotes & invoices
Cash receipts & slips
Expense tracking & P&L
Stock & inventory
Bank reconciliation
Vendor & purchase orders
Booking calendar
WhatsApp suite (9 templates)
10 industry PDF templates
PayFast · Visa, EFT, SnapScan
Reports & analytics
Unlimited clients & products
PCI Compliant
Cancel anytime
Rate locked
Accepted payments:
Visa/MC
EFT
SnapScan
Mobicred
Frequently Asked Questions
💳
Which payment methods?
Visa, Mastercard (credit & debit), Instant EFT from all major SA banks, SnapScan and Mobicred.
🔄
Can I cancel anytime?
Yes — cancel through PayFast or email support@centricpro.co.za. No penalties, no lock-in, no questions.
🔒
Is my card safe?
100% safe. Payments go to PayFast directly — Centric Business never stores or sees your card details.
🎁
What's the founding rate?
First 50 testers get free access until August, then pay R149.99/month locked forever. New users from September pay R220/month with a 14-day trial.
📊
Do I keep my data?
Your data is always yours. Export everything as CSV or PDF at any time, whether you stay or leave.
🚀
How quickly can I start?
Instantly. Subscribe → PayFast processes → your account upgrades in seconds. No setup call needed.