ERP Module
Office — Invoicing & Payments
Bill it, get paid, keep the books straight.
The Office tab handles invoicing, payments, and bills — synced with QuickBooks so you never double-enter.
Ship-to-invoice with one-click Send Invoice and Push to QuickBooks
When a job ships, invoice it from the Office tab instead of retyping it into accounting. Invoices, payments, and vendor bills live in one place, and everything syncs with QuickBooks Online — customers matched both directions, invoices pushed automatically, payment status flowing back — so the shop system and the books always agree.
For multi-site shops, jobs map to the right QuickBooks location so revenue lands in the correct set of books. The result is fewer reconciliation surprises and one less place to make a mistake.
What you can do
- Invoice shipped orders straight from the Office tab
- Track payments and outstanding balances in one view
- Vendor bills managed alongside receivables
- Two-way QuickBooks Online sync (customers, invoices, payments)
- Location / department mapping for multi-site shops
What's on the screen
The fields that matter in Office — Invoicing & Payments, and what each one does.
Invoice
Generated from a shipped order and pushed to QuickBooks Online automatically.
Payment status
Billed vs. paid, visible without opening QuickBooks.
Bills
Vendor bills tracked in the Office tab alongside invoicing.
QuickBooks sync
Customers and transactions stay matched between the ERP and QBO.
Location mapping
Jobs post to the correct QBO location/department for multi-site shops.
See Office — Invoicing & Payments in your shop
We'll walk you through the whole platform on a live demo — no pressure, no slideshow.