Creating and sending invoices
Invoices can be prepared, their templates adjusted and the documents delivered digitally. Company, number, value and due date help organise invoice tracking. Preparing a document, delivering it and receiving payment are separate events; this distinction separates invoiced sales from cash received.
Accounts and inventory
Customer and supplier records can be imported from Excel, with receivables, payables and payments connected to their accounts. Purchases and sales update stock quantities. Unique product and customer records keep the overall balance from being spread across duplicates.
Expenses, money movements and reports
Expenses can be categorised, while cash and bank movements show incoming and outgoing funds. Period reports summarise sales, purchases and expenses. Recording one expense type under several names weakens month-to-month comparisons; consistent classification helps explain where costs are increasing.
Getting started with İşbaşı
We review your customer and product lists, outstanding receivables and daily document routine. Subscription and e-document needs are assessed separately, then we plan opening records and user training.