Invoices and payments
Invoices and payments keeps your customers, invoices, payments and expenses in one place.
Customers, invoices with their lines and VAT, payments and expenses: a printable invoice and statements, card payments, and payment reminders drafted by an agent.
Try it
Business details, Contacts, Customers, Expenses, Payments, Invoices, Reminders
Try it freeWhat it does for you
You write the invoices and your accountant enters the payments and closes the month, from the same lists instead of spreadsheets and email attachments.
Each invoice holds its lines, the VAT and the totals, and you print it, a statement of the open invoices, or a customer's own statement. Every morning, invoices past their due date are marked overdue on their own, so no late invoice goes unnoticed. Set a late fee in Settings › Business details, and an invoice still unpaid that many days after its due date gets it once, as a line of its own.
- For an overdue invoice, an AI agent drafts a polite reminder that names the invoice, the amount still due and the work it was for. You read it, change it if you like, and it goes to the customer by email. When the invoice is still not paid 14 days later, the agent drafts a firmer one. When each reminder starts is yours to change, in Settings › Business details.
- A customer can pay by card from a link in their mail, and the invoice is then paid. No reminder goes out for a paid invoice, and your accountant cannot change who you billed, the dates or the lines.
- As the business grows, add what it needs: Staff for salespeople who each look after their own customers and a bookkeeper on the staff, Refunds for credit notes that take an amount off an invoice, Departments for sales teams, Approvals so a salesperson's invoice or a credit note above an amount waits for you or a manager, Approval limits for a second approval and finance, and Reports for a sales report on the 1st of each month.
Make it yours
Your business is not quite like any other. Ask the assistant for what is missing, in your own words: a new step, an email, a list, a rule. Every change is shown before it happens, and any change can be undone.
Add a purchase order number to invoices, for the customers who ask for one.Add a quarterly VAT summary: the VAT on invoices against the VAT on expenses.
Add-ons that change it
Each of these adds one more thing to your base. Tick the ones you want when you create your base, and add or remove them later in Settings, Modules.
Approvals
A document above the approval amount of Business details waits for the approval of the owner or a manager.
Departments
The groups of people under a manager: departments, regions, teams, crews and portfolios.
Refunds
Money given back to customers, and credit notes.
Reports
The reports that agents write each week or month.
Staff
Contacts who work for the business: their job, their place and their team.