Finance Overview

The Finance module helps you manage invoicing, payments, products, and financial tracking. Create professional invoices, accept payments, and track your revenue.

What is Finance?

The Finance module provides:

• Invoicing: Create and send professional invoices
• Payment Processing: Accept payments via Stripe
• Product Catalog: Manage your products and services
• Payment Tracking: Monitor invoice status and payments
• Recurring Invoices: Set up subscription billing
• Financial Reports: Track revenue and outstanding amounts

Key Concepts

Invoices

Invoices are bills you send to clients for products or services.

Invoice Components:

• Invoice Number: Unique identifier (auto-generated)
• Client: Contact or company being billed
• Date: Invoice date and due date
• Line Items: Products or services with quantities and prices
• Subtotal: Sum of line items
• Tax: Tax amount (if applicable)
• Total: Final amount due
• Status: Draft, sent, paid, overdue, cancelled
• Payment Link: Stripe payment link (if enabled)

Products

Products are items you sell - services, physical products, or digital goods.

Product Information:

• Name: Product or service name
• Description: What the product includes
• Price: Unit price
• SKU: Stock keeping unit (optional)
• Category: Product category
• Taxable: Whether product is subject to tax

Payments

Payments are received funds for invoices.

Payment Information:

• Invoice: Which invoice was paid
• Amount: Payment amount
• Method: Payment method (Stripe, check, cash, etc.)
• Date: Payment date
• Status: Processed, pending, failed
• Transaction ID: Payment processor reference

Recurring Invoices

Automatically generated invoices on a schedule.

Recurring Settings:

• Frequency: Daily, weekly, monthly, yearly
• Start Date: When to begin
• End Date: When to stop (optional)
• Template: Invoice template to use

Main Features

Invoice Management

• Create invoices from scratch or templates
• Add multiple line items
• Apply taxes and discounts
• Send invoices via email
• Track invoice status
• Accept online payments
• Generate PDF invoices
• Export invoice data

Product Catalog

• Create product/service catalog
• Set prices and descriptions
• Organize by categories
• Use products in invoices
• Track product usage
• Update prices globally

Payment Processing

• Stripe integration for online payments
• Payment link in invoices
• Automatic payment recording
• Payment notifications
• Refund processing
• Payment history

Financial Tracking

• View all invoices
• Filter by status (draft, sent, paid, overdue)
• Track outstanding amounts
• View payment history
• Export financial data
• Generate reports

Navigation

Access Finance:

• Click "Finance" in left sidebar
• Or go to /finance in browser

Finance Sections:

• Dashboard: Overview, recent invoices, stats
• Invoices: All invoices list
• Products: Product catalog
• Payments: Payment history

Common Workflows

Creating and Sending an Invoice

1. Create Invoice: Go to Finance → Invoices → New Invoice
2. Select Client: Choose contact or company
3. Add Line Items: Add products or custom items
4. Set Dates: Invoice date and due date
5. Review: Check totals and details
6. Send: Email invoice to client
7. Track: Monitor payment status

Setting Up Recurring Billing

1. Create Invoice Template: Set up invoice with recurring items
2. Enable Recurring: Set frequency and dates
3. Save: System generates invoices automatically
4. Monitor: Track recurring invoice status

Processing a Payment

1. Client Pays: Via Stripe link or manually
2. Payment Recorded: Automatically or manually
3. Invoice Updated: Status changes to "Paid"
4. Notification: You receive payment notification

Integration with Other Modules

Finance integrates with:

• CRM: Link invoices to contacts/companies
• Scheduling: Require payment for bookings
• Projects: Bill for project work
• Proposals: Convert proposals to invoices
• Email: Send invoices via email

Getting Started

1. Create Products: Managing Products
2. Create Invoice: Creating Invoices
3. Set Up Payments: Payment Processing
4. Recurring Billing: Recurring Invoices

Tips

• Use Products: Create product catalog for faster invoicing
• Set Due Dates: Always set realistic due dates
• Send Reminders: Follow up on overdue invoices
• Track Payments: Monitor payment status regularly
• Use Templates: Save invoice templates for common scenarios
• Accept Online Payments: Enable Stripe for faster payment

Next Steps

• Creating Invoices - Generate and send invoices
• Managing Products - Build your product catalog
• Payment Processing - Accept payments
• Recurring Invoices - Set up subscriptions

Updated on: 13/03/2026