FINANCE & COLLECTIONS

Keep the money
connected to the work.

Bring invoices, payments and outstanding balances back to the order. Give your team a clear view of what is paid, what needs following up and what manufacturing costs.

Invoices
Partially Paid1
ImageOrder #CustomerPO #TechnologyStatusValuePayment
Sensor mountVector MobilityPO-2084SLSShipped£514.24Partially paid
Sensor mountOrbit InstrumentsPO-1406MJFShipped£1,280.00Unpaid
Sensor mountNorthstar EngineeringPO-906SLSShipped£860.00Unpaid
Sensor mountVector MobilityPO-2091SLSManufacturing£720.00Paid

Follow the balance.

See aging, partial payments and reminder queues together, then open the order behind the invoice.

Keep the conversation moving.

Generate invoices from order data and connect scheduled payment follow-ups to your collections workflow.

Stay connected to accounting.

Sync invoice and payment records with QuickBooks, with accounting status visible to your team.

PAYMENTS & CUSTOMER FUNDS

Know where each payment
has been applied.

Bring settled payments, deposits and available customer funds into view. Follow a payment through to its invoice applications without piecing together separate records.

PaymentsGBP
PaymentPartyAmountStatusApplicationsActions
Card payment · StripeVector Mobility£250.00SucceededINV-1042
Bank paymentVector Mobility£720.00SucceededINV-1048Applied

FINANCE ANALYTICS

See the margin.
Understand the spend.

Compare invoiced work with material purchases and outsourced production. Explore profitability by material and purchasing spend by supplier, technology or machine.

Finance analyticsSeptember · GBP
App Gross Invoiced£13,000
QBO Net Revenue£13,000
QBO Purchases£2,500
QBO Outsourced£500
App vs QBO Variance£0
MaterialQBO GrossRaw MaterialsIn-house MarginOutsourcedFinal Margin
PA12 nylon · SLS£8,200£1,40082.9%£50076.8%
PA11 nylon · MJF£4,800£1,10077.1%£077.1%