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Finance

Invoicing & Receivables Manager

v9.0.0

Handle invoice-to-cash control with residuals, evidence, promises, disputes, application and reconciliation in a local WebApp designed to bring the complete workflow together, replace scattered spreadsheets and keep every record ready for review.

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Description

Handle invoice-to-cash control with residuals, evidence, promises, disputes, application and reconciliation in a local WebApp designed to bring the complete workflow together, replace scattered spreadsheets and keep every record ready for review.

MAIN FEATURES

  • Dashboard: review indicators, activity and upcoming points requiring attention.
  • Clients: track and maintain Name, Currency, Language, Terms, No Contact and Window.
  • Invoices: track and maintain Client, Number, Issued, Due, Currency and Gross.
  • Installments: control instalments, due dates, payments and outstanding amounts.
  • Aging: centralise the information, follow-up and decisions for this stage.
  • Followups: track and maintain Invoice, Channel Key, Result, Next Date, Owner and Paused.
  • Communications: track and maintain Invoice, Channel Key, Recipient, Sent At and Reference.
  • Promises: track and maintain Invoice, Type Key, Promised Date, Promised Amount, Status Key and Evidence.
  • Disputes: track and maintain Invoice, Reason, Amount, Owner, Target and Decision.
  • Payments: track and maintain Reference, Received Date, Available Date, Currency, Amount and Status Key.
  • Currencies: track and maintain Invoice, Original Currency, Fx Rate, Fx Source, Fx Date and Fees.
  • Forecast: centralise the information, follow-up and decisions for this stage.
  • Quality: track and maintain Object, Source, Status Key, Review Date and Issue.
  • Strategy: centralise the information, follow-up and decisions for this stage.
  • Views: centralise the information, follow-up and decisions for this stage.
  • Reports: centralise the information, follow-up and decisions for this stage.
  • Create, edit, search and delete records from the same interface.
  • Configurable visible fields and readable cards with no horizontal scrolling.
  • Fifteen colour palettes in light and dark modes, independent between DEMO and PROD.
  • Integrated Getting Started guide, settings, FAQs and backups.

UPDATED LOCAL ARCHITECTURE

  • This edition is delivered as one self-contained HTML file.
  • It no longer depends on a server, account, username, password, licence, activation, product key or email code.
  • Open it directly in a modern browser and keep using its features without an Internet connection.
  • It does not automatically transmit or synchronise data with external services.

DEMO TO LEARN, PROD TO WORK

DEMO includes localised practice records for exploring the WebApp's real workflow. PROD starts empty for your own information. Records, settings, appearance, visible fields and backups remain separate between both environments.

17 LANGUAGES

Available in Arabic, Bengali, German, English, Spanish, French, Hindi, Indonesian, Italian, Japanese, Punjabi, Portuguese, Russian, Swahili, Klingon, Urdu and Chinese.

DATA AND BACKUPS

Information is stored locally through IndexedDB in the browser. Moving to another computer, browser or profile does not transfer it, and clearing browser data may delete it. Create regular backups and store them safely.

REQUIREMENTS

  • Desktop or laptop computer with a modern browser.
  • JavaScript and IndexedDB enabled.
  • Regular backups to protect locally stored information.

Invoicing & Receivables Manager turns invoice-to-cash control with residuals, evidence, promises, disputes, application and reconciliation into a visual, organised and traceable process that remains under your control.