Invoicing

Invoicing shaped to your finance process

Off-the-shelf invoicing tends to assume one way of working: a fixed invoice shape, a fixed approval path, a fixed set of fields. This platform treats all of that as configuration. The invoice structure, the document template, the validation and the permissions are set up around your process, and changed later without waiting on a vendor release.

What it covers

• Invoice creation — structured invoice records with the fields and rules your process needs
• Documents — PDF templates you define, generated from the underlying data
• Payment — online collection through Stripe or PayPal, with transaction status tracked back
• Records — customers and links to whatever the invoice relates to elsewhere in the system

Typical use cases

• Replacing a spreadsheet-and-Word-template invoicing process that no longer scales
• Invoicing that has to follow rules a generic accounting package can’t express
• Connecting invoices to the jobs, contracts or projects that generated them
• Freeing your team from raising and chasing invoices by handing the function to us

Optional: we run invoicing for you

You don’t have to run the process yourself. As an add-on, we can take on the invoicing function end to end — issuing invoices in bulk or one by one on your behalf, then tracking payment status and chasing anything overdue, so nothing falls through with no one watching it.

Extending it later

Because it sits on the same configurable platform as our other business applications, invoicing can share customer and reference data with the rest of your operation instead of standing alone.