Introduction to Finance Module

Corpler has 5 major components in the Finance module:

Estimate

The estimate allows a user to submit an estimate or quotation to the customers.

Users can create an estimate, and Corpler will automatically send the estimate to the client email. In order to proceed with this function, the user is required to add a client first.

Invoices

The invoice function allows a user to submit an invoice to the customers.

The invoice module allows the user to create:

• Single invoice – allows the user to create an invoice by selecting a product & service that you have or you can enter any detail, amount and set the currency.
• Recurring Invoice – allows the user to create an invoice that can be repeatedly sent to the customer by selecting the frequency of the invoice.
• Time Log Invoice  – allows the user to create a billable charge to the customer based on the time-log spend for a particular project

Recurring Invoices

The recurring Invoice function allows a user to submit a recurring invoice to the customers. This works best if a user requires an invoice to be submitted to the customer on a frequent basis such as daily, weekly, monthly, and yearly.

Payments

The payment module allows the user to see any payment record being done. Users also can record payments manually.

Expenses

The Expenses module allows the user to record any expenses available in their business operation.

Recurring Expenses

The Recurring Expenses module allows the user to record any expenses that occur on a frequent basis.

It is useful when users need to record expenses such as billing or subscriptions that can happen on a daily, weekly, monthly, or yearly basis.