Invoicing and books, already in sync

Bill customers, record supplier invoices and send statements, with everything posting to QuickBooks automatically.

Every invoice a lumber business sends

Deposit, final, remanufacturing and point-of-sale invoices, with sales tax, notes and email built in. Override a required payment when the situation calls for it.

  • Deposit and final invoices
  • Remanufacturing invoices
  • QuickBooks posting
  • Customer statements
Deposit
$5,526.00 30% of ORD-7731 Paid
Final
$12,894.00 Balance after deposit Emailed
Remanufacturing
$1,140.00 Resaw and plane customer stock Draft
Point of sale
$642.18 Card reader at the counter Paid

Every invoice type posts to QuickBooks with sales tax and notes

Posted to QuickBooks, not retyped

Customer invoices and supplier bills post straight to QuickBooks, so your accountant sees the same numbers you do.

invoiceslive
invoice.createdINV-5520 · deposit 30%
invoice.emailedharbor@harborbuild.com
quickbooks.postedINV-5520 · $5,526.00
vendor_bill.postedPacific Timber · $9,840.12

Know who owes what

See receivables by age and send customer statements, including monthly ones, so late invoices get followed up.

Receivables aging$148,210 open
$84.2k
Current
$38.1k
1–30
$15.6k
31–60
$6.9k
61–90
$3.4k
90+

Every invoice, start to finish

Follow each invoice from deposit to final payment, with the order, payments and QuickBooks status in one place.

Invoice timelineDeposit
applied
QuickBooks status
Invoices / INV-5521
$12,894.00
Timeline
depositDeposit invoice · 30%
paymentDeposit paid · card
orderOrder shipped · ORD-7731
finalFinal invoice emailed
syncedPosted to QuickBooks
Details
Subtotal$17,160.00
Sales tax$1,260.00
Deposit applied−$5,526.00
QuickBooksPosted
Summary
CustomerHarbor Build Co.
OrderORD-7731
Balance due$12,894.00
DueOct 25

Connect your QuickBooks and see it for yourself

We’ll sync your customers and vendors and walk through an invoice from quote to posted.

Book a demo