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The Finance module is the financial hub of your ERP. Every monetary transaction across all other modules — sales revenue, payroll, vendor bills, project billing, asset depreciation — flows into Finance automatically.

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What Finance owns

  • Invoices — create, send, and track customer invoices with payment status
  • Expenses — log and categorise company expenses
  • Vendor bills — record and manage supplier invoices
  • Journal entries — manual accounting entries and adjustments
  • Credit notes — issue credits against existing invoices
  • Payments — record inbound and outbound payments

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Data flows into Finance from

ModuleWhat it sends
CRMCustomer invoices
Sales & POSSales revenue
HRPayroll
ProcurementVendor bills
ProjectsBillable time
Travel & ExpenseReimbursements
AssetsDepreciation
ContractsContract value

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Common tasks

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Create and send an invoice

1

Open Finance → Invoices → New Invoice

2

Select the customer

Choose from your CRM customer list. Billing address and payment terms auto-populate.
3

Add line items

Add products or services, quantities, and unit prices. Apply a discount if needed.
4

Set the due date

Choose a due date or select a payment term (e.g. Net 30) to calculate it automatically.
5

Click Send Invoice

The invoice is emailed from your connected email provider and the status changes to Sent.

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Record a payment

1

Open the invoice

Find it under Finance → Invoices. Filter by status Sent or Overdue.
2

Click Record Payment

Enter the amount received, payment date, and payment method.
3

Save

Status updates to Paid (or Partially Paid). The payment posts to your accounts automatically.

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Log an expense

1

Open Finance → Expenses → New Expense

2

Fill in the details

Enter amount, date, and category (Travel, Software, Office Supplies, etc.).
3

Attach a receipt

Upload the receipt image or PDF.
4

Assign to a cost centre

Optionally link to a department or project for accurate reporting.

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Issue a credit note

1

Open the original invoice

2

Click Issue Credit Note

Enter the amount to credit (full or partial) and the reason.
3

Send to customer

The credit note is emailed and the invoice balance reduces automatically.

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Key features

Invoices — Create from quotes or from scratch. Send via email, track payment status, and issue credit notes for disputes or returns. Expenses — Log against categories and cost centres. Attach receipts and link to projects for accurate P&L. Payments — Supports partial payments, overpayments, and multi-currency transactions. Journal entries — Manual double-entry bookkeeping for adjustments, opening balances, and corrections.
Finance requires your company profile and fiscal year to be configured before you can create invoices or run reports. Set these up under Settings → Company Profile.