Quotes & invoices
Professional, VAT-correct documents with your branding and audit-safe numbering.
Preparing your books…
GoBooks helps South African SMEs quote, invoice, track payments, capture expenses, reconcile bank feeds and understand their business — from one simple dashboard.
One click converts an accepted quote into a tax invoice — same line items, same numbering trail, no retyping.
Every invoice shows what's been paid, what's due and what's overdue, so follow-ups never slip.
Upload a statement and match money in and out against invoices and expenses in minutes, not evenings.
VAT is calculated on every document and your records stay organised for returns — no year-end scramble.
GoBooks follows the way money actually moves through a small business — and does the bookkeeping at every step.
Send a professional quote your customer can accept online.
Convert it to a tax invoice in one click — VAT included.
Share a payment link and record what comes in.
Snap receipts and bills; GoBooks extracts the details.
Match your bank feed to invoices and expenses.
Reports and statements you can actually read.
A quote becomes a tax invoice in one click. Send it over WhatsApp or email with a public link your customer can open without logging in, and watch the status move from draft to paid.
Photograph a receipt or upload a bank statement and GoBooks reads it, stages every transaction for your review, and matches money in and out against invoices and expenses — so your books reflect what the bank says.
Cashflow, sales performance, expense breakdowns and a running VAT position — built from your real ledger and written in plain language, not accountant-speak.
No module maze, no add-on pricing. One workspace that covers the finance admin of a real South African small business.
Professional, VAT-correct documents with your branding and audit-safe numbering.
Record payments against invoices and issue receipts your customers can keep.
Snap receipts and capture bills — categories flow straight into your reports.
Upload statements, review staged transactions and match them to your ledger.
Cashflow, sales and expense views built from your real figures, not estimates.
One source of truth per customer — balances, history and statements on demand.
Line-level VAT, a running VAT position and records organised for returns.
A daily read of your own numbers with practical next steps — no magic claimed.
Bring a recent quote and a bank statement — we'll walk your own month through GoBooks, not a slideshow.
Not a foreign tool with the currency switched. GoBooks is built around South African tax, compliance and the way SMMEs actually trade.
Line-level VAT on quotes and invoices, VAT-compliant document titles, and a running estimate of what you owe SARS.
Tax PIN, registration details and return-ready summaries live in the Compliance Hub — no shoebox of paper.
Company registration documents stored alongside your books, ready whenever a tender or bank asks.
Keep your affidavit current and close at hand — GoBooks tells you when something is missing.
Amounts, dates and documents formatted the way South African customers and accountants expect.
Send a quote to a customer's WhatsApp with a no-login link they can open, accept and pay from.
Every quote, invoice, receipt and statement leaves GoBooks looking like it came from a business that has its act together — because it does.
The advisor reads your own ledger — cash position, receivables, spending and VAT exposure — and turns it into a short daily briefing with practical next steps. It explains; you decide.
Works from your real figures only. No predictions, no guesswork.
Closing the month went from a long evening of admin to a quick review. Our accountant gets exactly what she needs.
GoBooks gives us a cleaner way to manage quotes, invoices and customer payments without jumping between spreadsheets.
The VAT summary and customer balances alone made it worth switching. Everything finally lives in one place.
Quotes shown are placeholder examples — named customer testimonials replace them as the pilot programme rolls out.
GoBooks is currently in invite-only testing with a small group of South African businesses. Book a demo and we'll set you up personally — your books, your numbers, no slideware.