Projects

Invoicing

Charging correctly, collecting what is owed and keeping the books in step.

  • Too much manual invoicing

    An events company rents stalls to hundreds of vendors several times a year. Preparing invoices, collecting payments and tracking outstanding balances required substantial manual work.

    Auto invoicing, instalments, reconciliation

    Invoices are now generated from the customer record in one click, including embedded payment options. Customers can split payments into instalments, while the system handles reminders, partial and late payments, and additional invoices. Full Xero integration reconciles payments against bank transactions, including partial payments.

    Hospitality

    From stall booking