Know what is billed, paid, and still pending
Finance & Billing
Connect invoices, receipts, expenses, transfers, and approvals to the customers and work behind them.
Built for: Business owners, finance teams, and operations leaders
Sales, operations, and accounts each keep their own payment record, so the balance needs constant checking.
Your team can trace a customer payment or invoice back to the related work and see what still needs approval or collection.
See the journey, step by step
A clear view of how work moves forward, with the right context available at every handover.
A connected customer journey
An example workflow. Your team can tailor stages to its process.
Everything inside the Finance & Billing module
Everything your team needs to keep this workflow organised, connected, and moving forward.
Accounts & transactions
- Manage cash, bank, wallet, receivable, and payable accounts
- Record income, expenses, refunds, and transfers
- Keep transaction history connected to customer records
Invoices & approvals
- Create invoices and track partial, paid, and overdue balances
- Review invoices and financial entries through approval queues
- Connect module billing and receipts to the same finance workspace
Cash visibility
- Review account balances and outstanding invoices
- See financial activity across business areas
- Follow up on collection pressure and pending approvals
Explore other modules
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