Finance

The Finance module covers the full billing lifecycle — from estimates and proposals through invoicing, payments, expense tracking, and credit notes. Built-in support for Indonesian PPN (11% VAT) tax handling and multi-currency transactions.

Creating Invoices

• Create manually from the Invoices page
• Generate from an approved estimate with one click
• Create from a deal or project
• Recurring invoices with weekly, monthly, quarterly, or yearly frequency

Invoice Features

• Auto-numbering with customizable prefix (e.g., INV-2024-001)
• Line items from your product catalog
• Automatic subtotal, tax (PPN), discount, and total calculation
• Multi-currency support (IDR, USD, etc.)
• Payment terms and notes
• Send invoices to customers via email

Invoice Statuses

• Draft — Not yet sent to customer
• Sent — Delivered to customer
• Viewed — Customer has opened the invoice in the portal
• Partial — Partially paid
• Paid — Fully paid
• Overdue — Past due date
• Cancelled — Voided

Online Payments

Accept payments directly through the customer portal via:

• Midtrans — Indonesian payment gateway (GoPay, OVO, bank transfer, credit card)
• Xendit — Philippine & Indonesian payment gateway
• Stripe — Global payment gateway

Configure payment gateways in Settings → Payment Gateways. Payments are automatically recorded against the invoice.

Send professional estimates and proposals to prospects:

• Similar structure to invoices with line items and tax
• Set validity period (e.g., 30 days)
• Customers can approve or reject via the portal
• Approved estimates can be converted to invoices or projects with one click
• Statuses: Draft → Sent → Viewed → Accepted → Rejected → Expired → Converted

• Track project and operational expenses
• Categorize expenses (e.g., Office, Travel, Software, Contractor)
• Upload receipt images for documentation
• Link expenses to projects and vendors
• Approval workflow: Pending → Approved → Rejected → Paid
• Multi-currency support

• Issue credit notes against paid invoices for refunds or corrections
• Track refund method (bank transfer, gateway refund, etc.)
• Statuses: Draft → Issued → Applied → Voided

Define your product and service catalog:

• Name, code, description, and type (Product or Service)
• Unit of measurement and price
• Default tax rate per product
• Organize by categories
• Reusable across invoices, estimates, and purchase orders

Automate billing for retainer clients:

• Weekly, monthly, quarterly, or yearly frequency
• Automatic invoice generation on the next run date
• Fixed line items or dynamic billing
• Pause or cancel at any time