Invoicing, quotes and receivables - made operational.
Forma is VirtuKey's local-first receivables workspace for service businesses and teams that need the document lifecycle to stay clear, durable, and ready for the next action.
Outstanding
$12,840.00
Due this week
$4,280.00
Collection rate
82%
Document ledger
Open documents
INV-2026-00465
Finalised
$2,400.00
QUO-2026-00042
Accepted
$6,180.00
INV-2026-00464
Part paid
$4,260.00
Next action
Issue receipt
Payment recorded for INV-2026-00464.
Quote
Invoice
Payment
Receipt
One receivables thread
From agreement to record.
Quote
Scope and send the work.
Invoice
Convert once and issue clearly.
Payment
Record amount, method, and reference.
Receipt
Close the loop with a durable record.
Built for the work in front of you
A calmer receivables operation.
Forma keeps authoring, document history, payment records, recurring work, and exportable reporting in a single local-first workspace, so the next decision is visible.
Invoices, quotes, receipts, and a durable document ledger
PDF generation with configurable identity, branding, and templates
Lifecycle controls for quotes, invoices, payments, and receipts
Recurring invoice schedules, customer and product records
Reporting and CSV ledger exports for operational visibility
Responsive authoring for real work at desk or on the move
A local-first product preview.
Forma is ready to show its local document workflow, PDF output, lifecycle controls, and reporting. It is suited to qualified teams exploring a tailored setup with VirtuKey.
Hosted capabilities, intentionally staged.
Multi-tenant hosting, authentication, customer portals, live payment collection, and production email infrastructure are future rollout work, not promises being made today.
Scope the software before the first call.
Website, app, internal system, API, or AI work each needs different context. This form asks only for the details that change the estimate.