Finance & Billing
Quote to cash without leaving the system.
Invoices with the right tax, a receipt for every payment, expenses and bank reconciliation, with reports you can hand to your accountant.
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Invoice INV-0044 issued
What is in it
Invoices & credit notes
Numbered invoices with line items, discounts and taxes, ready as PDF and by email.
Receipts
A separate receipt for every payment, with its own number and the invoice number on it, as a PDF you can email.
Tax rates
Named tax rates on every document: VAT, sales tax, or GST with CGST, SGST and IGST components for India.
Multi-currency
Bill in other currencies; the base-currency value is kept with the rate you used.
Recurring invoices
Schedules that issue and email invoices on time, every time.
Payments & expenses
Record payments against invoices, track expenses and employee expense claims with approvals.
Banking & reports
Bank accounts and transactions with reconciliation, plus finance reports and a document archive.
How it goes
- 1Raise an invoice from a quote or order
- 2Email it as a PDF
- 3Record the payment
- 4A receipt is issued with the invoice number on it
- 5Reconcile and report
- Invoice and receipt are separate documents
- GST with CGST, SGST and IGST, VAT or sales tax
- Bill in other currencies with the rate kept
Who leans on it
Consultancies and professional firms
Engagements, time, client billing and staff management for advisers, accountants and law firms.
See the industryDistributors and retailers
Stock, warehouses, purchase orders, sales orders and invoices for businesses that sell goods.
See the industryAgencies and studios
Clients, projects, timesheets and billing for creative, marketing and consulting teams.
See the industry
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Try Finance & Billing on a demo
A private copy with a sample company, ready in seconds. Then tell us how you work and we set it up within 24 hours.