Invoices & Estimates
The Finance module lets you create tax invoices, estimates, credit notes and track payments — all within the system.
Creating an Invoice
- Go to Finance > Invoices and click "New Invoice"
- Select a customer from your customer list
- Add items from your catalog or enter manually
- VAT is calculated automatically based on system settings
- Save and generate a professional PDF
Estimates
Create estimates and send to clients via link. Clients can accept or decline, and accepted estimates can be automatically converted to invoices.
Credit Notes
Issue credit notes against existing invoices, with legal numbering and PDF.
Payments
Record partial or full payments against invoices. The system tracks outstanding balances automatically.
Accounting Settings
In Settings > Invoices configure: business details, logo, sequential numbering, tax rates, currency and payment terms.