The gap between a won deal and a paid invoice is where most small businesses leak time. Someone reads the deal, opens the accounting system, re-types the customer, re-types the line items, and hopes the numbers match what was quoted.
What we set up
- Chart of accounts, tax rates and multi-currency configuration
- Branded quote, invoice and statement templates
- CRM to Books sync — deals becoming sales orders and invoices
- Staged invoicing for deposits, milestones and retainers
- Recurring invoices and automated payment reminders
- Bank feeds and reconciliation rules
Invoice logic that matches your terms
If your contracts bill sixty percent on signature and twenty percent at two later milestones, the system should produce that automatically from the sales order rather than relying on someone remembering. That kind of logic is exactly what we build.