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Invoices that post themselves

Quote, invoice and chase in one place. Finalising an invoice writes the sale to the ledger in one balanced entry, with the tax on its own line.

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  • Tax on every line
  • Quotes to invoices
  • Recurring invoices
  • Reminders on a schedule
  • Numbered INV-YYYYMM-0001, with no gaps from failed saves
  • Discounts per line or on the whole invoice, and deposits
  • Any currency, with the rate it was raised at recorded on the entry

Getting paid

Reminders that go out on their own

Turn reminders on and every morning at ten Cynco looks for overdue invoices: a friendly note at three days, a firmer one at fourteen, a final one at thirty.

  • One step per run, and by default no two reminders to a customer inside three days
  • Every reminder logged against the invoice, with who it went to and when

Before and after

From the quote to the retainer

Send a quote, see when it is viewed and accepted, and turn it into an invoice with the same lines. Work that repeats can invoice itself, finalised and sent without you.

  • Quotes from draft to sent, viewed, accepted and converted
  • Recurring weekly, monthly, quarterly or yearly

The details

Statuses
Draft, finalised, partly paid, paid, overdue and voided. Paid is worked out from the payments on record and cannot be set by hand.
Corrections
An invoice with payments on it cannot be voided. Issue a credit note, and it posts as its own document.
Tax
Service tax at 8% or 6%, sales tax at 10% or 5%, or exempt, chosen line by line.
The posting
Debit receivable, credit revenue, and credit output tax on its own line, when you finalise.
Your brand
Your logo, colour, header text and signature on every invoice.
Your customer
A link to view the invoice, pay it in full, in part or as a deposit, and download the receipt.

The rest of the ledger

Start with invoicing

Free to start, and set up in an afternoon. Every other part of the ledger is there when you need it.

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