Collections & cash
Who to call today, and when cash will land.
Basic + Growth
Billing & invoicing
Invoices that are right the first time.
Quotes, orders, invoices, approvals, recurring billing and credit notes – with every invoice followed all the way to the money.
Quote to invoice without retyping
An estimate becomes a sales order, and the sales order tracks delivered work until it is invoiced. If an order will not be fully delivered, close it with a reason.
Approve before it goes out
Draft invoices wait for a decision before any customer sees them. The person who entered an invoice cannot approve it.
Follow the money
Each invoice shows its journey from draft to approved, issued and paid, and links the payment and the journal it posted. GST is shown on every line.
Bill in any currency
Invoice customers overseas in their own currency, with the exchange rate recorded on every invoice and the month-end revaluation kept alongside.
Everything in this module
Billing & invoicing, in full.
- Customers with terms, credit limits, addresses, ABN and statements
- Estimates (quotes) that become sales orders
- Sales orders that track delivered work waiting to be invoiced
- Invoices with an approval step before they go out
- Recurring schedules that generate invoices on time
- Credit notes with reasons
- GST on every line
- Cost and profit centres on linesAdvanced
- Multi-currency invoices with the exchange rate recorded
- Print-ready documents
Related features
Works hand in hand with.
Finance, GST & close
The ledger, GST, statements and month-end.
Basic + Growth
Revenue assurance
Find revenue earned but never billed.
Advanced AI Plus
Ready to see your business in a new light?
Book a 30-minute demo and see Cortex Ledger with your own questions.