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.
| Image | Order # | Customer | PO # | Technology | Status | Value | Payment |
|---|---|---|---|---|---|---|---|
| Vector Mobility | PO-2084 | SLS | Shipped | £514.24 | Partially paid | ||
| Orbit Instruments | PO-1406 | MJF | Shipped | £1,280.00 | Unpaid | ||
| Northstar Engineering | PO-906 | SLS | Shipped | £860.00 | Unpaid | ||
| Vector Mobility | PO-2091 | SLS | Manufacturing | £720.00 | Paid |
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.
| Payment | Party | Amount | Status | Applications | Actions |
|---|---|---|---|---|---|
| Card payment · Stripe | Vector Mobility | £250.00 | Succeeded | INV-1042 | |
| Bank payment | Vector Mobility | £720.00 | Succeeded | INV-1048 | Applied |
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.
| Material | QBO Gross | Raw Materials | In-house Margin | Outsourced | Final Margin |
|---|---|---|---|---|---|
| PA12 nylon · SLS | £8,200 | £1,400 | 82.9% | £500 | 76.8% |
| PA11 nylon · MJF | £4,800 | £1,100 | 77.1% | £0 | 77.1% |
CONNECTED BY ARCPHASE