Invoices are typed from delivery notes
Someone re-keys what shipped into the accounts. A short delivery is invoiced in full, or a rate changes on the way across.
Finance
Invoiced from what shipped. Posted as it happens.
Finance reads the same orders, receipts and deliveries as the rest of the business. A customer invoice is raised from what actually left, a supplier bill from what actually arrived, and each one posts to one double-entry ledger the moment it is submitted.
The problem
Where the numbers stop agreeing.
Most finance teams are not short of data. They are short of data that agrees with what the warehouse says happened.
Receivables live in a spreadsheet
Who owes what, and for how long, is a sheet updated on Fridays. Collections start with whoever complained last.
Credit limits are checked afterwards
An order ships to a customer who was already over their limit. It is noticed at month end, when the goods are gone.
Month end is a reconciliation project
Stock, sales and the ledger are reconciled by hand because they were kept in three places that never had to agree.
Capabilities
What the Finance app covers.
Five groups, posting to one double-entry ledger shared with every other app.
Invoicing
Raised from the order or the delivery, never retyped.
- Sales invoices
- From delivery notes
- Credit notes
- Multi-currency
- Tax
Receivables
What each customer owes, and since when.
- Customer ledger
- Ageing
- Payment entry
- Allocation
- Statements
Payables
Supplier bills checked against what arrived.
- Purchase invoices
- From receipts
- Due dates
- Supplier payments
- Debit notes
Credit control
Limits applied before the order ships, not after.
- Credit limits
- Payment terms
- Order holds
- Approvals
- Exposure
Accounting and reporting
The ledger behind every figure on the page.
- General ledger
- Chart of accounts
- Bank reconciliation
- Profit and loss
- Balance sheet
Workflow
One invoice, six stages.
The invoice carries the delivery it came from, and the payment carries the invoice. Nothing is matched by hand.
An invoice moves through six stages: delivery, invoice, ledger posting, open receivable, payment and bank reconciliation.
-
01 Delivery
INV-2026-0148
Delivered
-
02 Invoice
INV-2026-0148
Submitted
-
03 Ledger
INV-2026-0148
Posted
-
04 Receivable
INV-2026-0148
Open
-
05 Payment
INV-2026-0148
Received
-
06 Bank
INV-2026-0148
Reconciled
Use cases
Where it earns its place.
A distributor with hundreds of open invoices
Ageing by customer and by branch, so collections start with the oldest and largest balances rather than the loudest customer.
A trader billing in two currencies
Invoices in the customer’s currency, books in yours, and the exchange difference posted when the payment actually lands.
A business that wants month end in days
Stock, sales and purchases already post to the ledger as they happen, so closing the month is a review rather than a reconstruction.
Works with
Finance on its own is useful. Connected, it is the point.
These read and write the same Core OS records, so a handover between them passes a reference rather than a retyped copy.
Sales
Quotations, sales orders, pricing and customer terms.
Purchase
Requests, purchase orders, supplier pricing and receipts.
Inventory
Real-time stock across warehouses, batches and serial numbers.
Trade
Import and export orders with their documentation and landed cost.
FAQ
Questions about Finance.
Do we still need separate accounting software?
For most trading and distribution businesses, no. Finance includes the general ledger, chart of accounts, tax, bank reconciliation and the standard statements. Your accountant can be given their own login to the same books rather than a monthly export.
Are invoices raised from deliveries?
An invoice is raised from the sales order or the delivery note in one step, carrying the quantities, rates and taxes with it. If two units were short on the delivery, the invoice starts from what shipped. Whether you invoice per delivery or per order is your choice.
How are credit limits enforced?
Limits and payment terms sit on the customer. An order that would take a customer over their limit is held for approval instead of being released, and who approved it is kept with the order.
Can we report by branch?
Yes. Every entry records the branch it came from, so you can read the ledger, receivables or profit for one branch or all of them without keeping separate books.
Have a different question? Talk to us.
See it invoice from your own deliveries.
Bring last month’s ageing report. We will show what it looks like when it is read straight off the invoices and payments that made it.