Complete invoicing, from the quote to the cleared payment
Raise it, send it, let your customer tell you when they paid, then agree it against the bank. One cycle, one place.
Quote to cash, one record
Quote it, order it, deliver it, invoice it. The same record moves through, so nothing is typed twice and nothing drifts between the steps.
They work inside your system
Your customer sees what they owe and tells you when they paid. Nobody in your office retypes what somebody else already typed.
Claimed is not proven
A customer saying they paid is not the bank saying so. Until the statement agrees, it sits apart from your cash.
A figure you can defend
Nobody gets chased for money they already paid, and a part paid invoice shows what is left rather than what it started as.
Quote it, order it, deliver it, invoice it
The quote is a document, the sales order an email, the delivery note a book in the van, and the invoice gets typed from scratch.
Quote it once. The quote becomes a sales order, the order a delivery note, the delivery an invoice, each carrying the last forward.
See how documents flowThe order stage, on only if you use it
Sales orders and delivery notes switch on alongside invoicing rather than being part of it. A business that quotes and invoices without an order stage carries no screens it never opens.
See how documents flowSchedule the invoices you raise every month
Set it once and it raises itself. Daily through yearly, on the day you pick, issued ahead of the due date by however long you need.
See how recurring invoices workEverything you raise on the sales side
One place, one numbering sequence, one customer record behind all of it.
Spread revenue across the contract you sold
Bill a year upfront and recognise it month by month. Set the contract dates and the schedule builds itself. Each entry posts on its own date.
See how the books are writtenStop the invoice that breaks their limit
Set a limit per customer and an invoice that would break it will not save. You are told the limit, what they owe, and what is left.
See how customer accounts workSend it the way they will actually read it
The invoice goes out as an attachment and gets buried. Three weeks later the customer asks about one and nobody can say which.
Email, WhatsApp, or a link they open without an account. Same invoice, same reference, findable by that reference afterwards.
See how documents are sentReach them on email, WhatsApp or a link
Some customers read email. Some only answer WhatsApp. Some want a link to forward to whoever pays. Same invoice either way.
See how statements workLet the other side do their own typing
Send a link and your customer fills in their own details and raises the document. The record is created on your side, and so is their account.
See how vendor links workLet customers tell you what they paid
A customer pays and tells nobody. The money sits in the bank against a reference that matches nothing.
They open their own portal, see what they owe, and tell you what they paid and against which invoices, with their evidence attached.
See how the customer portal worksGive customers their own account view
They sign in and see what is outstanding, what they settled and the documents behind it. The questions your accounts team fields get answered first.
See how statements workCollect payment advice from the person who paid
They enter the amount, the date, the bank reference and the invoices it covers, and attach the confirmation. It comes to you to confirm.
See how payments are appliedEvery invoice knows where its money is.
Agree the bank before anything posts
Reconciliation means two windows and a spreadsheet. Then something is adjusted to force the difference to zero and nobody can find out why.
The statement comes in as a record of what the bank says. Your books stay your books. Nothing posts until somebody agrees.
See how bank reconciliation worksTreat the statement as evidence, not instruction
What the bank sends is stored alongside your books, not inside them. Nothing changes your accounts because a file was imported.
See how the books are writtenMatch payments to the invoices they settle
Unapplied money is offered against what is open, oldest first, then exact amount, then the invoice it names. Matched entries unlink like your own.
See how allocation worksClose the rest of the cycle properly
What happens between the money arriving and the month being finished.
Turn matching on, off, or off for one customer
Leave it running, switch it off, or exclude the one customer whose payments never come in cleanly. Whatever is matched keeps a record of why.
See how permissions workStand behind your debtors figure
The aged list and the accounts disagree. Customers who settled with a credit note are still on it, and anyone in credit has been dropped.
Everything that settles a debt counts, whether cash, a credit note, a write off or an opening balance. The total agrees with your books.
See how the aged report worksAge a part paid invoice at what is left
What remains is what is outstanding, in the bucket of its own due date. It does not jump back to current because a payment touched it.
See how reports workReproduce last quarter exactly as it was
Run it as at any date and get what was true then. Money that arrived afterwards is not counted. An auditor can use it a year later.
See how period close worksQuestions people ask first
Do I get sales orders and delivery notes?
They switch on alongside invoicing rather than being part of it, so a business that quotes and invoices without an order stage does not carry screens it never opens. Turn them on and the chain runs from the quote through to the invoice.
Can I invoice the same customer every month without redoing it?
Set it once and it raises itself, daily through yearly, on the day you choose and issued ahead of the due date by however long you need.
What if a customer pays several invoices in one transfer?
The money is offered against what is open, oldest first, then by exact amount, then by the invoice it names. What you match unlinks again if it was wrong.
What if a customer deducts tax before paying?
The invoice clears in full and what they held back sits in its own account as a credit you can claim. Nothing stays open pretending to be a debt.
Can a customer tell me what they paid?
Yes. They open their own portal, see what is outstanding, and submit the amount, the date, the bank reference and the invoices it covers, with their evidence attached.
Does an invoice move my stock?
When you sell a physical thing, yes. It leaves the shelf and what it cost you is written against the sale in the same action, provided you hold stock in the first place.
Can I stop a customer going over their limit?
Set a limit per customer and a document that would break it will not save. You are told the limit, what they already owe and what is left.
Can I bill a year upfront and recognise it monthly?
Yes. Set the contract dates and the schedule builds itself, with each entry posting on its own date rather than all at once.
Can I use my own document names?
Rename what you raise, reorder it, and hide what you never use. What changes is the wording. What posts to your books does not.
How do I know the aged list is right?
It agrees with the control account, always. A part paid invoice ages at what is left in its own due bucket, and a customer in credit shows as a negative rather than being dropped.
Controlled the way everything here is controlled
An invoice is never only an invoice
Follow one invoice all the way to the bank
Raise it, send it, let the customer advise a payment, then match it against the statement and watch the aged list change.