Accountancy / Sales Ledger Software

[Dunny]

Does anyone have any recommendations for a low cost or free accountancy package / sales ledger that can help me manage basic invoicing please? Essentially I want to be able to create a customer, create a credit balance when they put money on account and then raise invoices against the credit. For those customers that don't put money on account I want to be able to create a customer, raise an invoice and at least record the payment against the invoice (once it comes in or if they pay cash) if not actually collect the invoice via Stripe or PayPal on the spot. Even better if the account creation is configurable so I can record each account as a signed up 'member' along with some customisable fields.

I have been doing this on Wix to date but it is cumbersome and not scaleable.

Not too bothered about the full accountancy element but I do want to be able to manage the sales process much better.

Thanks

D

 

[MJ Holohan]

Xero should be able to do this for you

 

[MyAccountantOnline]

You can do that in Accounts Portal.

If you are doing all of that you really may as well keep full accounting records.

 

[Dunny]

Thanks. Would I do this by just creating customer overpayments until such time as the service is delivered and the invoice is issued at which time I just apply the credit to the invoice?

 

[MyAccountantOnline]

Thanks. Would I do this by just creating customer overpayments until such time as the service is delivered and the invoice is issued at which time I just apply the credit to the invoice?

You can, but you do need to be careful with tax points if you are VAT registered.

 

[Strent12]

we use xero, plus it connects with crm software like RealtimeCRM or hubspot which is useful.