Manage money with greater control and visibility

Move from quotation to payment

Create professional quotations, convert approved transactions into invoices and maintain an organized record of what customers owe and have paid.

• Quotations
• Estimates
• Invoices
• Tax and discount fields
• Line items
• Payment terms
• Due dates
• Customer details
• Notes and terms
• PDF generation
• Email delivery
• Status tracking
• Receipts

Make it easier for customers to pay

Record offline payments or connect supported payment providers to collect money online. Keep transaction information linked to the relevant customer and invoice. Online payment links, partial payments, subscriptions and reconciliation support depend on configuration and provider availability.

• Payment records
• Payment receipts
• Transaction history
• Payment status
• Online payment links where enabled
• Partial payments where enabled
• Subscription payments where enabled

Know where business money is going

Create expense requests, attach supporting information, route them for approval and maintain a clear record of business spending. Capture vendor details, line items, tax, business purpose, project or department, and payment status.

• Itemized expense requests
• Vendor and invoice references
• Supporting documents
• Project or department association
• Approval and payment status

Create financial controls without slowing work down

Route expenses, payments and other financial requests to the appropriate reviewers. Give approvers the information they need and maintain a clear history of decisions. Suggested actions include Approve and Pay, Approve, Reject, and Request More Information where enabled.

• Notifications
• Decision history
• Payment status
• Multi-level approval where enabled
• Approval limits where enabled
• Department-based routing where enabled

Keep vendor information and transactions organized

Maintain vendor details, invoices, expenses and payment history in one record so finance and operations teams can work with consistent information.

• Business name and contact details
• Tax information
• Bank or payment details with appropriate access controls
• Vendor invoices and expenses
• Payment history
• Documents and notes

Understand income, spending and outstanding balances

Use reports for sales, invoices, outstanding invoices, payments received, expenses, vendor spending, project financials and department spending. Cash flow, profit and loss, tax summaries and subscription revenue reporting depend on accounting availability in your account.