Money

Invoice, credit, track costs and know your profit.

Invoicing

Multi-currency invoices, PDFs, email, payments and collections.

Professional invoices with line items, payment terms, due dates, running balance
Invoices in USD, LAK, THB, SGD, MYR, INR, EUR, GBP
Sales channel tagging: Wholesale, Retail, Export, Subscription, Samples, Other
PDF generation with your logo, bank/remittance details, thank-you and footer notes
Email the invoice to the buyer with the PDF attached
Payment reminders (single and "remind all")
Record payments: Bank transfer, Cash, Cheque, QR, Other; partial payments supported
Statuses: Draft, Sent, Overdue, Partial, Paid, Void
Collections (aging) view to chase overdue money, plus a detailed list view
Invoice ledger on every buyer's contact page

Credit money back to a buyer, shown as its own line in your P&L.

Every cost by category, linked to suppliers, feeding profit reports.

Log money going out by category: green purchase, inbound/outbound freight, import duty, packaging, labour, energy & gas, machine maintenance, bank fees, samples, shipping supplies, rent, utilities, marketing, software, depreciation, interest, tax, other
Link expenses to a supplier
Attach receipts and documents
Feeds directly into profit reports

P&L, margins, leakage and cash in one reporting currency.

Profit & loss statement with waterfall view
Revenue analytics (by channel, buyer, market)
Cost and margin analysis, including landed costs and roast costs
Losses & leakage breakdown (roast loss versus your standard)
Cash view and yield analytics
Report in any supported currency (USD, LAK, THB, SGD, MYR, INR, EUR or GBP); multi-currency invoices are combined into your reporting currency using monthly FX rates you control
Finance defaults: standard roast loss %, labour per batch, packaging per bag, energy per batch, target gross margin, financial-year start month