Billing & invoicing
Quotes, orders, invoices and approvals.
From Basic
Collections & cash
Get paid sooner, without the guesswork.
Know who to call today and why, measure every promise against the cash that actually arrives, and see your cash coming week by week.
Know who to call today
The collections queue shows who to follow up today, in the order that matters, and why. Disputed amounts and promises not yet due are respected, so nobody is chased twice.
Promises and payment plans that are measured on real cash
Record what a customer promised and by when, then see it marked kept, partial or broken as cash arrives. Payment plans spread what is owed into dated instalments that add up exactly, with no interest or fees.
See your cash coming, week by week
The cash forecast shows when money already owed should arrive, and gives the reason for each amount: a payment plan, a promise, how that customer usually pays, or the due date.
Know your exposure
See what each customer could owe – invoiced, billed but not issued, delivered but not billed, ordered but not delivered – against their credit limit, counted once.
Everything in this module
Collections & cash, in full.
- Payments received and applied to invoicesBasic
- AR ageingBasic
- Customer statementsBasic
- Bank accounts and cash positionBasic
- Collections queue: who to follow up today, and whyGrowth
- Promises to pay: kept, partial or brokenGrowth
- Payment plans in dated instalmentsGrowth
- Disputes with evidence and a second-person approvalGrowth
- Payment behaviour of every customerGrowth
- Cash forecast, week by weekGrowth
- Credit exposure against the limitGrowth
- Customer groupsGrowth
- Bad-debt allowanceGrowth
Related features
Works hand in hand with.
Cortex Intelligence
A finance assistant that asks before it acts.
Advanced AI Plus
Finance, GST & close
The ledger, GST, statements and month-end.
Basic + Growth
Ready to see your business in a new light?
Book a 30-minute demo and see Cortex Ledger with your own questions.