#Finance

Manage your organization's financial records, including invoices, accounting, and financial reporting.

#What's Inside

#Billing

• Invoices — Create and track customer invoices
• Recurring Invoices — Invoices that generate automatically on a weekly, monthly, or custom schedule
• Record Payment — Log offline payments (cash, bank transfer, mobile money, cheque) against any invoice

#Accounting

• Accounting Years — Manage fiscal years
• Financial Accounts — Chart of accounts
• Transactions — Journal entries

#Payables & Receivables

• Debtors — Track money owed to you
• Creditors — Track money you owe

#Reports

• Trial Balance — Verify account balances
• Income Statement — Revenue and expenses
• Balance Sheet — Assets, liabilities, and equity
• Account Ledger — Detailed account activity

#Recurring Invoices

For clients billed on a regular schedule (retainers, subscriptions), set up a Recurring Invoice once and let it generate automatically.

Each generated invoice is a normal invoice — you can edit, send, and record payments on it as usual.

#Recording Offline Payments

When a client pays by cash, bank transfer, mobile money, or cheque, use Record Payment on the invoice to log it:

1. Open the invoice and click Record Payment
2. Select the payment method
3. Enter the amount (supports partial payments)
4. Add an optional reference (e.g. a transfer reference number)
5. Save — the invoice status updates to Partially Paid or Paid automatically

You can record multiple partial payments against the same invoice.

#Quick Start

1. Set up your fiscal year — Create an Accounting Year
2. Configure your chart of accounts — Review Financial Accounts
3. Enter opening balances — Set initial account balances
4. Start recording — Create Transactions and Invoices