Finance
From quote to cash, numbers are never retyped.
Invoices, collections, receivables, contracts and recurring revenue in one module. Every lira sales wins shows up on finance’s screen with the same number.
The moment the deal closes, finance is ready.
A won opportunity or an accepted quote becomes a draft invoice in one click. For contracted customers the billing schedule runs itself, and receivables are up to date every morning.
- One-click invoiceItems copied from the quote.
- Recurring revenueMRR, ARR and renewals.
- Receivables agingWho owes what, and for how long.
Finance, in full.
Everything the module offers, topic by topic.
Invoicing
Edit freely in draft; numbers freeze the moment you issue.
- Draft invoice from a quote or a won opportunity
- Yearly sequence number on issue; rate and lines frozen on the issue date
- Invoices without collections can be cancelled
- Quote, opportunity and invoice chain visible on every record
Collections
As flexible as real-life payments.
- Allocate one payment across invoices, or one invoice across payments
- Unallocated amounts stay as advance
- Attach receipts (PDF, JPG) to collections
- Cancelling a payment reopens the balance
Receivables
Let data, not guesswork, run your cash flow.
- Aging buckets and customer breakdown
- Invoiced versus collected over the last 12 months
- Invoice and collection tab on the company card
- Overdue receivables feed into the opportunity risk score
Contracts
Prepare contracts on the customer record, not in scattered files.
- Several contracts per company, with their documents
- Fill from templates, quotes or opportunities
- PDF and Word output
- Contracts from won deals with a snapshot of the items
Subscriptions and recurring billing
For companies with subscription revenue, billing runs on its own.
- MRR, ARR and total contract value
- Monthly, quarterly or annual billing schedules in advance
- Automatic daily draft invoices from the schedule, period skipping
- One-off items optionally on the first invoice
Renewals and refunds
Never miss a renewal, never leave a refund off the books.
- A signal on the Today screen as a contract nears its end
- One-click renewal opportunity with contract prices
- Chain of renewed contracts
- Credit notes reduce the balance
How does it work?
- Win
The opportunity is won or the quote accepted.
- Invoice
The draft invoice is ready with its items; review and issue.
- Collect
Allocate the payment to invoices and attach the receipt.
- Renew
The renewal opportunity is in front of the team before the contract ends.
From startup to enterprise.
The same module grows with your company.
Track your first subscription revenue
MRR, ARR and collections on one screen, no spreadsheets needed.
Put billing on autopilot
As contracts multiply, the schedule prepares the invoices and you only review them.
Read revenue and receivables from one source
The quote, contract, invoice and collection chain is traceable on every record; the budget module takes real revenue from here.
Better together.
This module works on the same customer record as the others.
