Features
Everything it does, module by module.
Nothing on this page is a plan for the future. Every line is a screen you can open today, and every screenshot is the real application.
Selling
Quote it, invoice it, get paid — and take it back if you have to.
- Quotations
- Priced and dated, with an expiry date. One click turns an accepted quote into an invoice.
- Invoices
- Scan a barcode or search by name. Save as a draft, finalise when it is real. Edit, copy, void or share it afterwards.
- Payments
- Full or partial, by cash, card or bank transfer. An invoice becomes “paid” by itself once the payments cover it.
- Credit notes and refunds
- Return specific items from an invoice, up to the amount that can still be returned. Refund the money or keep it as store credit.
- Customers
- A statement for each customer: every invoice, payment, credit note and refund in date order, with a running balance.
- Documents
- A4 PDF and 80mm receipt, in a design you choose and in your own colour, plus a link you can send over WhatsApp.
- Services
- Charge for things that are not stock — gift wrapping, delivery, a consultation — on the same invoice as the goods.
- One payment, many invoices
- A customer pays one amount and it is spread across their open invoices, oldest first.
- Cancelled, not edited
- Once an invoice has a payment on it, it cannot be cancelled. It is returned through a credit note, which leaves a trail.
Point of sale
A register that is part of your accounts, not a separate system.
- Registers
- As many as you have counters. Each one is linked to the cash account its money belongs to.
- Shifts
- Open with a counted float, close with a counted drawer. Nothing closes a shift on its own.
- Split payments
- Part card, part cash, any mix. Extra cash is change, and change is never recorded as a payment.
- Returns and exchanges
- Take goods back at the counter, or swap them. A like-for-like swap moves no money at all.
- Cash in and out
- Money added to the drawer, paid out, or moved to the safe — each with a reason.
- X and Z reports
- Print them from the register, without going to the office.
- Live dashboard
- Which registers are open, how much they have taken, and sales hour by hour.
Buying
Orders, deliveries, bills — and the returns that go back.
- Vendors
- With a running balance: billed, paid, returned, still owed.
- Purchase orders
- Create, send, receive. Receiving turns the order into a purchase and a bill in one step.
- Purchases
- Stock comes in, the cost price updates, the bill is created. Cancelling one puts the stock back — unless it has already been paid or returned.
- Bills and payments
- Pay in full or in part. The bill status follows the payments.
- Debit notes
- Send goods back to the vendor against a specific purchase.
- Buy in any currency
- A purchase in euros keeps the euro rate it was agreed at, whatever the rate does later.
Stock
One way in, one way out, and a record of every unit that moves.
- Per branch
- Stock belongs to a shop, not to the company. The same product has its own quantity in each branch.
- Never below zero
- Every movement is checked, and stock cannot go negative. There is no back door.
- A full movement history
- Eight kinds of movement — opening, sale, return, purchase, purchase return, adjustment, transfer out, transfer in — each with the document and the person behind it.
- Adjustments
- Count something, correct it, say why. The correction is a movement like any other.
- Transfers
- Send and receive as two separate steps. Receive in parts if it arrives in parts.
- Low stock
- A reorder level for each product, and an alert list for the branch you are looking at.
- Barcode labels
- Printable sheets, EAN-13 or Code 128. In-store barcodes are generated with a valid check digit.
Money
More than one currency, without your history changing under you.
- Currencies
- As many as you trade in. One is your base currency, and everything totals in it.
- Rates that stay put
- Every document saves its own rate. Changing a rate only affects new documents.
- Cash rounding
- Per currency, to the smallest coin or note in use. Cash only — card and transfer are exact.
- Bank and cash accounts
- Every payment, refund, expense and transfer lands in an account.
- Transfers between accounts
- Banking the day’s takings is one record.
- Expenses
- By category, per branch, and in the profit and loss where they belong.
Accounts
Proper double-entry accounts, filled in by the system as you work.
- Chart of accounts
- Yours to shape. Add, rename and retire accounts. The ones the system depends on are protected.
- Every document posts itself
- Invoices, payments, purchases, credit notes, expenses, bank transactions and stock movements each write their own journal entry. Change the document and the entry updates. Cancel it and the entry goes.
- Always balanced
- The system refuses any entry whose debits and credits do not match. Your accounts cannot be wrong about themselves.
- Opening balances
- Enter what each account was worth on the day you switched, so history starts from a known figure.
- Financial statements
- Profit and loss, balance sheet, cash flow and trial balance all come straight from the ledger, so they always agree with your documents.
- Bank and cash accounts
- Each with its own running balance and its own line in the accounts. Type in money in or out for anything that is not a document.
- Rebuild the history
- Posting can safely be repeated, so the whole history can be re-derived after an upgrade.
Reports
31 reports, a dashboard, and the history behind every product.
- 31 reports
- Sales, stock, money and the financial statements — balance sheet, cash flow, trial balance, general ledger. Every one exports to PDF and Excel.
- Reports Center
- One page for every report. Named periods, favourites, and reports emailed to you on a schedule. Cash or accrual basis, your choice.
- Dashboard
- Revenue, expenses, cost of goods and profit for any date range, plus twelve months of trend.
- Product history
- Every document that touched a product, and every change made to it.
- Audit log
- Who changed what, and when, across the whole system.
- All branches or one
- A report can cover every shop or just one, without changing which shop you are working in.
Administration
Who can see what, and how things are named and numbered.
- Roles and permissions
- Forty permissions in six groups. Three roles to start — owner, manager, cashier — all editable.
- Branch assignment
- A user works in the shops you assign them to and sees nothing else.
- Company settings
- Name, logo, address and the text printed at the bottom of receipts.
- Document numbering
- A format you choose, with a separate sequence per branch, so two shops can never issue the same number.
- Document designs
- A gallery of invoice, purchase and receipt designs. Pick one, set your colour, turn the bands and QR code on or off.
- Backups
- Automatic and daily, and a download whenever you want one.
Start a trial
See it with your own numbers.
A forty-minute walkthrough with your own products and branches, then a 14-day free trial set up the same way. We will show you the difficult parts too.
- +44 7466 378736
- [email protected]
- Office
- 12 Example Street, London EC2A 4NE, United Kingdom