Basic plan
Invoicing & AR
Create, post, receive, and track invoices with full AR visibility.
Key capabilities
- Manual and contract-generated invoices
- Draft, posted, paid, partial, overdue, cancelled statuses
- Invoice payment recording
- Cash register, bank, and bank card payment destinations
- Partial payments and discount settlement
- PDF and print support
- Accounts receivable ledger
- Audit trail
- Multi-currency support on Premium
Operational workflow
- 1Create or generate invoice
- 2Post to AR
- 3Record payments to cash or bank
- 4Track balance and aging