Finance
Invoices, payments, expenses, accounting, tokens, and commissions.
- Create and send invoices
Issue invoices, track payments, and reconcile customer balances.
- Record payments and receipts
Apply customer payments, issue receipts, and keep invoice balances accurate.
- Track expenses
Understand Income, Deposit, and Expense on the cash book — and how to record spend and account top-ups.
- Credit control and limits
Set customer credit limits, enforce blocks on new orders, and manage collections risk.
- Accounting and capital
Map transactions to accounts, run period close, and track capital movements.
- Tokens and commissions
Configure token-based incentives and calculate sales commissions from closed deals.