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  • finance

Overview

The Finance module is your receivables and payables register. It gives Accounts a single place to review customer invoices, record and allocate payments, track expected receipts, and produce statements of account, with correct GST throughout and a strict audit trail.

Invoices are registered from sales; Finance does not author them. Corrections are always made with reversing entries, never by editing a posted entry.

What you can do

Section titled “What you can do”
  • Answer any invoice query: open a customer invoice to see shipping, the GST tax breakdown, payments received and the live balance. See Customer invoices.
  • Track expected receipts: record proforma invoices against a sale order before a tax invoice exists. See Proforma invoices.
  • Record and allocate payments: capture a customer receipt and spread it across open invoices with strict guards. See Customer payments.
  • See what is overdue: due dates come from payment terms, and open balances are bucketed by age. Generate a statement of account for any party. See Statements and aging.
  • Trust the data: every money entry is audited and strictly isolated to your organisation. See Audit and isolation.

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