Send an invoice, and the books update themselves.
Raise, send and chase invoices in one place. Sending one updates your accounts in the same step, so nothing is retyped into a separate accounting system. Each invoice keeps its own currency, and overdue amounts update the moment a due date passes.
The journal writes to the accounts you mapped, the receivable opens, the deal reads as invoiced and the client sees it in the portal.
The list
Every invoice, in the currency it was raised in.
Status, due date and how far overdue each invoice is are right there on the list. A market invoicing in rupees and one invoicing in dirhams appear side by side, and the company total converts into your base currency.
| Client | Description | Amount | Due | Status |
|---|---|---|---|---|
| Tidal Systems | Phase two delivery | AED86,500.00 | 14 Aug | sent |
| Ironvale | Retainer, August | AED42,000.00 | 01 Aug | paid |
| Meridian Business Services | Advisory, July | INR2,84,000.00 | 12 Jul | 20 days over |
| Harbour Point | Fit-out, deposit24,000.00 received | AED48,000.00 | 28 Jul | sent |
| Northwind Trading | Annual licence | AED120,000.00 | 02 Jun | 60 days over |
| Kestrel Logistics | Integration work | INR1,15,600.00 | 30 Aug | draft |
AgeingDerived from the due date, not exported
Overdue totals update themselves.
Raise an invoice straight from a won deal.
The client, the currency and the amount are already filled in from the deal, so there is nothing to retype.
- Raise an invoice from a won deal, with the client and currency filled in
- Apply the tax rates your organisation has set up, line by line
- Send it, and your accounts update in the same step
- Record a partial payment and keep the remaining balance open
- Void an invoice and a correction is recorded, so the history is never deleted
See what is overdue, and by how long.
Overdue amounts come straight from each invoice's due date, never from an export, so the totals are never out of date.
- See what is not yet due, and what is past 30, 60 and 90 days
- See the total outstanding in your base currency, across every market
- Account owners see their own overdue invoices on the accounts they manage
- Look at one market, or all of them together
- Track a mismatch down to the exact invoice, by name and amount
One invoice, start to finish
An invoice raised from a won deal, chased by the seller.
The account owner spotted the overdue invoice on the account they already manage, with no chase list from Finance. The only thing anyone typed was the amount received.
The client, the currency and the amount are already on the deal.
Access
Who can do what.
Raising and chasing your own invoices is everyday work. Seeing what the whole company is owed across every market is a bigger permission, and so is deciding how invoices map to your accounts.
See invoices for your own accounts.
Raise and send invoices, and record payments.
Void an invoice, and see every market.
Set the tax rates and the accounts invoices are booked to.
Admin is the highest role and is not limited by these permissions, so keep it to the small group of people who genuinely need it.