MD

MD SOLUTIONS

Admin
Portal.

Invoices, clients and business admin in one place.

Email Password

MD

MD Solutions Admin Portal

MD SOLUTIONS

Dashboard

OVERVIEW

Business at a glance.

A simple view of your invoice activity.

Total invoiced£0.00

Paid£0.00

Outstanding£0.00

Invoices0

RECENT

Latest invoices

LAST 6 MONTHS

Invoice activity

Save client information once and reuse it on future invoices.

Create proposals, download them as PDFs, and convert accepted quotes into invoices.

Show archived

Create, edit, preview and download your invoices.

Show archived

BUSINESS DETAILS

Invoice settings

These details are automatically added to your PDFs.

Business name Email Phone Invoice prefix Quote prefix Business address

PAYMENT DETAILS

Bank details

Account name Account number Sort code Default payment terms

CLIENT

Add client

Business name Contact name Email Phone Billing address Notes

CLIENT HISTORY

Client

QUOTE

Create quote

Client Quote number Quote date Valid until Status

ITEMS

Quote items

Notes

Quote total£0.00

INVOICE

Create invoice

Client Invoice number Invoice date Due date Status Amount already paid (£)

ITEMS

Invoice items

Notes

Subtotal£0.00

Paid£0.00

Amount due£0.00

Document preview