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Invoicing Best Practices

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Business Plan Template

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Sales & Purchases

Manage payments, gerenate invoices, refunds, purchasing and vendor management through a single workplace.

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Invoice Creation
Online Payments
Sales Tax

CustomBooks™ provides versatile management of orders, invoices, customer returns, refunds, and payments through its Sales Module. Our Purchasing Module streamlines purchasing processes, vendor management, and inventory receipts for greater efficiency.

Close Deals Faster

Streamline invoice creation and delivery by utilizing copy and paste, emailing invoices with a built-in "Pay Now" option, and setting up automatic billing with recurring invoice feature. This frees up time for you to concentrate on business expansion instead of manual invoice repetition.

CustomBooks™ Custom Invoice Creation

Inventory Insights on Orders

The CustomBooks™ order entry system offers real-time inventory visibility and backorder support, enabling businesses to give prompt and accurate shipping predictions to customers while they place an order.

Inventory Levels on every sales order

No Double Entry

CustomBooks™ provides an easy-to-use feature for recording and tracking cash sales in real-time. Cash sales are immediately recorded in the system without the need for further actions, providing businesses with a always-accurate view of their cash status.

Cash Sales and Invoicing

End Sales Tax Headaches

Businesses can reduce time and resources by automating sales and use tax calculations and compliance with Avalara. This partnership eliminates manual calculation and filing, reducing the risk of errors and ensuring adherence to local tax laws.

Sales & Purchases Highlights

Built-in Sales Quotes and Estimates ▾
Feature Packed Sales Orders ▾
Supplier and Vendor Invoices▾
Sophisticated Price Matrix ▾
Recurring Templates▾
Simple Prepayment Capability ▾
Cloud Payables ▾
Invoice Template Customization ▾
Partners we Integrate with