- Knowledge Base
- Finance Module
- Introduction to Finance Module
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Corpler has 5 major components in the Finance module:
- Estimates
- Invoices
- Recurring Invoices
- Payments
- Expenses
- Credit Note
Estimate
The estimate allows a user to submit an estimate or quotation to the customers.
![](https://corpler.com/insights/wp-content/uploads/2021/06/image-10.png)
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.
![](https://corpler.com/insights/wp-content/uploads/2021/06/image-11.png)
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.
![](https://corpler.com/insights/wp-content/uploads/2021/06/image-12.png)
Payments
The payment module allows the user to see any payment record being done. Users also can record payments manually.
![](https://corpler.com/insights/wp-content/uploads/2021/06/image-13.png)
Expenses
The Expenses module allows the user to record any expenses available in their business operation.
![](https://corpler.com/insights/wp-content/uploads/2021/06/image-14.png)
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.
![](https://corpler.com/insights/wp-content/uploads/2021/06/image-15.png)