Accounts, invoices, collections and cash/bank in one flow
Customer, supplier, cash and bank accounts in one list. Itemized invoices are issued; collections and payments are recorded by cash, bank transfer, credit card, cheque and promissory note; aging, collection and cash/bank reports are ready.
Features
Finance is defined as a single job
Accounts, invoices, collections and reports are part of the same permission; the screens are Accounts, Invoices, Collections and payments, and Reports.
Accounts
Customer, supplier, cash and bank accounts in one list; an account can be linked to a CRM company.
Invoices
Itemized invoices; totals are calculated and stored in one place. An invoice is issued or cancelled.
Collections and payments
Cash, bank transfer, credit card, cheque and promissory note. Cheques and notes are posted to cash on their due date; documents not yet due appear in the portfolio and don't affect the balance.
Reports
Aging, collection and cash/bank reports.
One permission group
Finance is defined as a single job: accounts, invoices, collections and reports are part of the same permission.
Flow
From invoice to collection
Sales and purchase invoices are prepared with line items, issued or cancelled. Collections and payments are posted to a cash or bank account; cheques and notes are recorded on the day they're received and the cash leg is posted automatically on the due date.
- Itemized invoices are prepared as drafts, then issued or cancelled; totals are calculated and stored in one place.
- An issued invoice is never deleted, only cancelled; an invoice with collections can't be cancelled.
- Collection and payment methods: cash, bank transfer, credit card, cheque and promissory note.
- Cheques and notes not yet due appear in the portfolio and don't affect the balance; they're posted to cash on the due date.
- Reports: aging, collections and cash/bank.
Price
ERP pricing
Open your free account and add the module from the Subscription section in the app. All module prices are on the Pricing page.
ERP
Accounts, invoices, collections and cash/bank in one flow.
$3per user / month
billed monthly
Billed yearly: $2.55/month · 15% off
- One-time setup fee $10
FAQ
Frequently asked questions
How are cheques and promissory notes handled?
The document is recorded on the day it's received; the cash leg is posted automatically on the due date.
Is it connected to the CRM?
An account can be linked to the company record in CRM.
Which screens are included?
Accounts, Invoices, Collections and payments, and Reports.