Receivables
Invoices move from draft through approval to issue, so nothing reaches your customers or your ledger by accident.
- Draft, approval and issue as three separate acts
- Credit and debit notes, each with its own numbering and authority
- Payment receipt and allocation in one transaction
- Customer statements over any period
- Typeset PDF invoices, stored immutably and verified by hash
Nothing reaches a customer by accident
An invoice is drafted, submitted, approved and only then issued. Abandoned drafts never consume a number, and an issued invoice is stored as a PDF that cannot change.
- Draft
- Submit
- Approve
- Issue
Recurring invoices
Schedules prepare drafts on time, and every draft still goes through approval before anyone is billed.
- A series on the 31st stays on the 31st
- Backdated schedules catch up safely
Items
Keep the products and services you sell in a searchable catalog, and invoices remember which item each line came from.
- Ranked search while you type
- Archive and restore without losing history
Follow the work through the books
See the full invoice approval workflow, how corrections preserve the record, and how to retain reports and document exports.
Working with an assistant? Read the agent walkthrough for preparing an invoice draft.