Issue a sales invoice
Draft, approve, issue, send, and confirm, with a credit-limit check and a versioned PDF of every issued invoice.
Open the workflowFinance in BusinessIntents
Control every money document from draft to ledger.
Finance work starts from records other teams have already created: confirmed orders, approved timesheets, supplier invoices, and employee claims. Each document follows its own status path, approvals are routed to groups, and corrections go through a void, a credit note, or a storno instead of an edit to a locked record.
Daily work
The finance workflows, step by step.
Each card opens the documented workflow with its statuses, actions, and responsible groups.
Set up recurring billing
Invoice templates create one draft invoice per month, quarter, or year, which then enters the normal approval flow.
Open the workflowRecord a customer payment
A payment is allocated automatically, oldest invoice first, in the matching currency; any remainder stays as customer credit.
Open the workflowCorrect or void an invoice
Credit and debit notes follow approval and issue; an unpaid issued invoice can be voided, keeping its number.
Open the workflowApprove a purchase invoice
Accounts payable registers the supplier invoice, the Approver group approves it, and the Payer group marks it paid.
Open the workflowPost a manual journal entry
An entry must balance before it posts; posting stamps the number and makes the entry immutable.
Open the workflowHandoffs
Where finance work comes from and where it goes.
Finance receives documents from other teams and sends the accounting result to the ledger.
From sales and projects
Proformas become invoices, and approved project timesheets generate a draft invoice with one line per employee.
See the handoffFrom HR and purchasing
Approved expense claims and supplier invoices reach the Payer group for reimbursement or payment.
See the handoffTo the ledger
Issued invoices and notes, voids, approved purchase invoices, and approved expense claims each create one draft journal entry for the Accountant group.
Review the journalRoles and approvals
The finance groups and what each one does.
Group names are those shipped with the product. One person can hold several groups; your administrator decides who belongs to each.
Billing clerk
Creates and maintains sales invoices, proformas, credit and debit notes, invoice templates, and customer payments.
Approver
Approves or rejects invoices, notes, purchase invoices, and expense claims, and decides Credit Hold tasks for customers over their limit.
Issuer and Sender
The Issuer stamps the real invoice number; the Sender e-mails the issued invoice and confirms how it went out.
AP clerk and Payer
The AP clerk registers supplier invoices under the supplier's number; the Payer pays approved purchase invoices and reimburses approved expense claims.
Accountant
Posts manual and automatic journal entries, reviews stornos, and works with the chart of accounts, fiscal years, and opening balances.
Reports and exports
Trial balance, customer and supplier balances, overdue invoices, open items, revenue, and spend reports; every list exports to a CSV file that opens in Excel.
Continue the evaluation
Continue with the details.
Module references, setup, and commercial terms for finance teams.
Detailed records
Sales invoices module
Fields, statuses, numbering, and actions.
Open page →BookkeepingJournal
Automatic postings, manual entries, fiscal years, and balances.
Open page →SetupConfiguration
Company, currencies, tax rates, numbering, and accounting before the first invoice.
Open page →CommercialPricing
Free Demo, Standard at €10 per user per month, or Custom.
Open page →Decision-stage questions
Common finance questions.
Which BusinessIntents areas are relevant to finance teams?
Sales invoices, proformas, credit and debit notes, recurring billing, payment reminders, customer and supplier payments, purchase invoices, expense claims, the journal, the chart of accounts, tax rates, currencies, and finance reports.
Can an issued invoice be changed?
No. From issue the invoice is locked. An unpaid issued invoice can be voided: it keeps its number and a storno entry is created. An invoice that has received payments is corrected with a credit or debit note.
How do entries reach the journal?
Issuing invoices and notes, voiding, approving purchase invoices, and approving expense claims create draft journal entries automatically, each document posting at most once. Customer payments do not create journal entries yet.
Which chart of accounts and tax rates are supplied?
The Bulgarian national chart of accounts is supplied inactive, and you activate the accounts you use. Standard 20%, reduced 9%, zero, and exempt tax rates are pre-configured and should be verified for your country.
What access should finance users receive?
Finance users join the Approver, Issuer, Sender, Payer, and Accountant groups as their responsibilities require. Whether preparation, approval, issue, and payment sit with different people is decided when groups are assigned.
Next step
Review one invoice from draft to ledger.
Bring a real invoice, payment, or supplier bill to a workflow review and see which group acts at each step.
Questions about fit for your finance team? Write to office@codbex.com.