Finance & Products
Everything you need to manage money and catalog items in BusinessHRM: send quotes, bill contacts, take payments, track expenses, manage bank balances, build your product catalog, and run purchasing.
All of these features live under the Finance section of the left-hand sidebar (with Products and Purchase/Inventory shown as their own menu items). What you can see and do depends on the modules your company has enabled and the permissions assigned to your role.
Articles in this category
| # | Article | What it covers |
|---|---|---|
| 01 | Proposals | Create proposals for a deal, require a signature, send them, and track acceptance. |
| 02 | Estimates | Build quotes for a contact with line items and taxes, send them, let contacts accept/decline (even item-by-item), and convert accepted estimates into invoices. Includes Estimate Requests and Estimate Templates. |
| 03 | Invoices | Create invoices with line items, units, taxes and discounts; send them to a contact; track payment status; download or print the PDF. |
| 04 | Recurring Invoices | Set up invoices that generate automatically on a schedule, with billing frequency, cycle count and auto-pay options. |
| 05 | Payments | Record a payment against an invoice, choose a gateway or offline method, link a bank account, and download a receipt. Includes online gateways and bulk payments. |
| 06 | Credit Notes | Issue a credit note from an invoice and apply the credit to outstanding invoices. |
| 07 | Expenses | Record expenses with categories, attachments and bank accounts; approve or reject them; set up recurring expenses; import in bulk. |
| 08 | Bank Accounts | Add bank and cash accounts, record deposits/withdrawals/transfers, and generate PDF statements. |
| 09 | Products | Add products with pricing, taxes, units, categories and sub-categories for use as invoice/estimate line items. |
| 10 | Purchase & Inventory | Manage vendors, purchase orders, bills, vendor payments, vendor credits, inventory/stock adjustments and purchasing reports. |
| 11 | E-Invoice | Export invoices as Peppol/EN 16931 UBL XML for European electronic invoicing. |
A note on terms: In BusinessHRM, the people you bill are called Contacts. Proposals are the exception — they are addressed to a lead contact and a deal rather than a contact.