One month, end to end
Four steps from raising the first invoice to signing off the period. Switch the currency and every figure on this page recalculates.
Raise and send the invoice
Pick the customer, choose their currency, and send. The ledger posts the moment the invoice is approved, not when it is paid.
- Live rate applied at issue, stored on the document
- Send by email or WhatsApp from a branded template
- Delivery and open state shown on the invoice itself
| Number | Customer | Total | State |
|---|---|---|---|
| INV-0071 | Halcyon Clinic | $10,561.15 | Sent |
| INV-0072 | Northwind Retail | $6,091.50 | Sent |
| INV-0073 | Sable & Finch Creative | $9,734.81 | Draft |
| INV-0074 | Counter customers | $2,183.17 | Draft |
Drafts do not touch the ledger. Nothing posts until you approve, so a half-finished invoice never shows up in a report.
Where the time goes
A worked example across the four steps above, for a business raising roughly 60 invoices a month. These are illustrative figures, not measurements — your own will differ with your volume and how clean the statement you import is.
Placeholder figures — replace with your own measured timings before publishing.
Run the same month on your own data
Import last month from your current system and compare the close side by side. Onboarding is included on every plan.