Manage Finance and Invoicing

Go to Finance > Clients and click 'Add Client' to register a new client for invoicing.

Client details to enter:

• Company name — the client's business name.
• Contact person — primary point of contact.
• Email and phone — for sending invoices and communication.
• Billing address — used on generated invoices.
• GST number — if applicable for tax compliance.

Client overview:

• The client list shows all active clients with their outstanding balance.
• Click any client to view their invoice history, payment records, and total billed amount.
• Client data feeds into invoices and quotations for faster creation.

Creating an invoice:

1. 1Go to Finance > Invoices and click 'Create Invoice'.
2. 2Select the client from the dropdown.
3. 3Add line items — description, quantity, rate, and tax for each.
4. 4The system calculates subtotals, tax, and total automatically.
5. 5Set payment terms — due on receipt, net 15, net 30, etc.
6. 6Set the invoice date.

Quotations:

• Create quotations under Finance > Quotations — same flow as invoices.
• Convert a quotation to an invoice with one click once the client accepts.
• Track quotation status as Draft, Sent, Accepted, or Expired.

Sending invoices:

• Send invoices directly from the platform via email with a PDF attachment.
• Track invoice status as Sent, Paid, Overdue, or Cancelled.
• Download invoices as PDF for manual sharing.

Recording payments:

1. 1When a client pays, go to Finance > Payments.
2. 2Record the payment against the specific invoice.
3. 3The system marks the invoice as paid and updates the outstanding balance.
4. 4Partial payments are supported — the invoice remains open until fully paid.

Recurring billing:

1. 1Go to Finance > Recurring to create recurring invoice templates.
2. 2Set the frequency — monthly, quarterly, or annually.
3. 3The system auto-generates invoices on schedule.
4. 4Useful for subscription-style billing or retainer clients.

Credit notes:

• Handle returns or adjustments under Finance > Credit Notes.
• Credit notes reduce the client's outstanding balance.
• Link credit notes to specific invoices for traceability.

Submitting an expense claim:

1. 1Go to your dashboard or the Expenses section.
2. 2Select the expense category — Travel, Food, Supplies, Client Entertainment, etc.
3. 3Enter the amount, date, and description.
4. 4Attach a receipt or supporting document.
5. 5Submit — the claim routes through the configured approval flow.

Manager review:

1. 1Go to Finance > Expenses to view pending claims.
2. 2Review the claim details and attached receipts.
3. 3Approve or reject with comments.
4. 4Approved expenses are queued for reimbursement based on your schedule.