📄 Finance & Accounting

Invoicing & Accounting

Create invoices from sales orders, handle prepayments and deposits, and sync with your accounting system for seamless bookkeeping.

What You Can Do

Create invoices directly from sales orders

Handle prepayment/deposit invoices for make-to-order

Automatic balance calculation after prepayments

Track invoice status: draft, pending, paid, overdue

Sync invoices to accounting systems like Dinero

Push customers and suppliers to your accounting system

From Sales Order to Paid Invoice

Our Invoicing module handles the complete invoice lifecycle. Create standard invoices for regular sales, or use prepayment invoices for custom production. Connect to accounting systems like Dinero to eliminate double entry and keep your books in sync.

Invoice Types

Three invoice types to handle any business scenario:

  • Standard Invoice: Full invoice for the complete order amount
  • Prepayment Invoice: Deposit invoice before production begins
  • Balance Invoice: Final invoice that deducts prepayments automatically

Prepayment Workflow

Perfect for make-to-order and white-label production:

  • Require prepayment percentage on sales orders (e.g., 30%)
  • Create prepayment invoice and send to customer
  • Block production start until deposit is received
  • After delivery, create balance invoice with automatic deduction
  • Track prepayment status alongside order status

Accounting Integrations

Connect to your existing accounting system:

  • Dinero integration (live) with OAuth connection
  • Push invoices to your accounting system with one click
  • Automatic customer/contact synchronization
  • Poll payment status from accounting system
  • Coming soon: e-conomic, Billy, and more

Invoice Tracking

Complete visibility into your receivables:

  • Dashboard showing pending and overdue invoices
  • Track invoice status changes with timestamps
  • See payment history for each invoice
  • Link invoices to specific sales orders and batches
  • Generate reports for accounting and audits

Start with all modules included

All modules included in every plan. Start your free trial today.