How Leeram works

Leeram keeps the paperwork of your business in one place: what you sell, who you sell to, the quotes and invoices you send them, and a public store where customers can order and write to you.

The dashboard: this month's money, this week's invoices, and counts of customers, catalog items, quotes and invoices

The pieces fit together in this order:

Catalog — your products and services, with their prices and tax.
Customers and inbox — who you sell to, and the messages your store receives.
Quotes — what you propose. An accepted quote becomes an invoice in one step.
Invoices and getting paid — what you're owed, and how customers pay it.
Your store — your catalog on a public page, with ordering and a contact form.
Settings — currency and tax, branding, domain, language, online payments and your plan.

Who can do what

Everyone in your organization works in Catalog, Customers, Quotes and Invoices. Settings, and clearing messages from the Inbox, are for the organization's owner — the person who signed up.

Before your first quote

Set a Default currency in Settings, then add at least one customer. The new-quote and new-invoice forms ask for both until they exist.