Overview
The Finance module handles your core financial operations: issuing invoices to customers, recording bills from vendors, and tracking payments across bank accounts.
Accounts Receivable
Create invoices for customers with line items, quantities, and pricing. Track invoice status from draft through sent, paid, and overdue. Apply payment terms to automate due date calculation.
Accounts Payable
Record vendor bills with line items. Match bills to purchase orders when the WMS-Finance bridge is installed. Track payment obligations and due dates.
Payments
Record incoming and outgoing payments against invoices and bills. Associate payments with bank accounts. Maintain a clear payment history for reconciliation.
Payment Terms
Define reusable payment terms (Net 30, Net 60, 2/10 Net 30, etc.) and apply them across invoices and bills. Due dates are calculated automatically.
Audit Trail
Every financial transaction maintains full audit history. See who created, modified, or approved each record and when.