Finance

Finance

Invoicing, credit notes, recurring billing, price lists, and approvals - get paid faster.

INVOICE
INV-2026-089
ICS Ops Ltd
Kinniny House
Crombie, KY12 8JZ
Bill To
Highland Engineering Ltd
12 Industrial Park, Glasgow
Description
Amount
Heavy Duty Bearing Assembly
5,000.00
Hydraulic Filter Unit
5,760.00
Drive Belt Kit 6"
1,780.00
Subtotal£12,540.00
VAT (20%)£2,508.00
Total Due£15,048.00

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

Manage recurring billing with plan tracking and auto-renewal.

  • Recurring billing management
  • Plan tracking
  • Usage monitoring
  • Auto-renewal

Related Features

Sales & ProcurementOperationsPlatform

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