Finance
Finance
Invoicing, credit notes, recurring billing, price lists, and approvals - get paid faster.
Crombie, KY12 8JZ
What's Included
Everything you need, nothing you don't.
Invoices
Create, send, and track invoices with full tax support.
- Auto-numbered INV
- Line items with tax
- Status lifecycle
- PDF generation
- Payment recording
Credit Notes
Issue credit notes linked to invoices with automatic balance adjustment.
- Auto-numbered CN
- Linked to invoices
- Automatic balance adjustment
- Reason tracking
Recurring Invoices
Set up templates and let the system generate invoices on schedule.
- Template-based
- Frequency scheduling
- Auto-generation
- Customer assignment
Price Lists
Customer-specific pricing with date-based validity and bulk tiers.
- Customer-specific pricing
- Date-based validity
- Bulk pricing tiers
- Product grouping
Approvals
Configurable approval workflows with threshold-based triggers.
- Configurable workflows
- Threshold-based triggers
- Multi-level approval chains
- Audit trail
Tax Rates
Manage tax rates with defaults and per-tenant configuration.
- Configurable rates
- Default rate per tenant
- Applied to all line items
- Rate history
Subscriptions
Bill your customers on recurring schedules with trial periods and auto-renewal.
- Recurring billing of your customers
- Trial periods and auto-renewal
- Automatic invoice generation
- Expenses with monthly normalisation for P&L roll-up
- Report Builder for custom SQL-free reports
Intelligent Insights
Pre-built analytics reports that turn your operational data into decisions - trend analysis, sales projections, job profitability, anomaly detection, plus a data explorer for everything else.
- Trend analysis across revenue, orders and accounts
- Sales projection from recent trends
- Job and equipment profitability per record
- Anomaly detection on unusual margins, costs or volumes
- Cross-sell suggestions per account
- Data Explorer for ad-hoc queries without SQL
Related Features
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