Invoices that finalise in a click, receivables you can see
What the module does
Invoices start as drafts and are finalised when they are ready, with the VAT rate from your settings applied. Every invoice can be produced as a PDF for the client.
Receivable KPIs show what is outstanding at a glance, and because invoices sit on the same data model as bookings, payments and the ledger, nothing is re-typed between sales and finance.
Key features
Draft and finalise
Create draft invoices and finalise them when they are ready.
Invoice PDFs
Produce a clean PDF for every invoice.
VAT applied
Apply the VAT rate set in your settings.
Receivable KPIs
Track what is outstanding with receivable KPIs.
Multi-currency
Invoice in the currencies you sell in.
Linked to bookings
Invoices sit on the same data as bookings, payments and the ledger.
Can we review an invoice before it goes out?
Yes. Invoices start as drafts and are finalised only when you are ready.
How is VAT handled?
The VAT rate is set once in your settings and applied to invoices.
Can clients receive invoices as PDFs?
Yes. Every invoice can be produced as a PDF.