Send a correct quote today
Pick the customer, add lines, send the PDF. Tax and payment terms come from the record, so nothing is typed twice.
Revenue workspace
Quotes, invoices, payments, tax, and cash visibility in one flow
Billing & Finance is the commercial center of HisaBooks: create quotations, convert them to invoices, collect customer payments, issue credit notes, and understand receivables without jumping between tools.
- Document flow
- Quote to cash
- Core records
- Invoices, payments, statements
- Financial view
- AR/AP plus ledger
Invoice flow
Create the invoice, review the PDF, then follow the money
The billing page should feel like a working desk, not a brochure. This sequence shows the real invoice form, the invoice library with document preview, and the finance view that follows collection.
Who opens this
Three people, one record between them
Know what is actually owed
Receipts, bank fees, and credit notes stay attached to the invoice that created them, so the aging list is the real one.
See cash without asking
Unpaid, overdue, and collected sit on one screen instead of in somebody else’s spreadsheet.
Start to finish
Quote, invoice, receipt, and the trail between them
Each document is built from the one before it, so a payment always knows which invoice it settled.
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1
Save customers, items, tax treatment, and default payment details.
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2
Create quotations, invoices, credit notes, and customer statements from the same data.
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3
Record receipts and bank fees, then track balances in finance and AR/AP views.
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4
Export branded PDFs that follow the company document settings.
What is inside
Every screen in Billing & Finance
Pick any one to see it. These are the real screens, not a mock up of them.
Customers
Customer records carry contacts, billing names, currency, and global currency context without GST assumptions into documents.
Items
The item catalog keeps prices, descriptions, and inventory-ready details reusable across sales and purchase documents.
Quotations
Quotations show the selected country's commercial format before users convert accepted work into invoices.
Invoices
Invoices preview with saved document settings and global currency context without GST assumptions, so marketing screenshots match the real export path.
Credit notes
Credit notes stay connected to invoice history and use the same document preview treatment as billing PDFs.
Customer payments
Payment allocation, bank fees, and receipt tracking keep invoice balances current.
Customer statements
Customer statements summarize balances, aging, and document history for follow-up.
Finance ledger
The finance ledger connects receipts, expenses, bank movement, and document references in one working view.
Tax setup
Global tax setup keeps the workspace neutral until the company confirms a supported local tax country.
Inventory
Inventory keeps stock, item movement, and purchasing context close to billing.
In detail
Everything in the billing workspace
Billing documents
- Quotations
- Invoices
- Credit notes
- Customer statements
- Delivery-linked billing
- Document PDF download and email
Money tracking
- Customer payments
- Payment allocation
- Bank fee tracking
- Receivable aging
- Finance ledger
- Receivables and payables dashboard
Tax and inventory
- Singapore GST setup
- India GST context
- Item catalog
- Inventory movements
- Reorder visibility
- Multi-currency document totals
The honest comparison
What this replaces
Most companies already do this work. The question is what it costs them in re-typing and chasing.
- Invoice numbers tracked in a spreadsheet Numbering that follows your document settings
- A folder of PDFs nobody can total Receivables aging built from the invoices themselves
- Re-keying customer and tax details per document One customer record every document reads from
What changes
What finance stops chasing
The point of a workspace is not the feature list. It is what stops being someone's problem.
- Sales staff can create correct documents without retyping company or item details.
- Finance can see unpaid, overdue, paid, and multi-currency totals from the same workspace.
- Management gets a practical cash picture instead of isolated PDF files.
Can billing documents use our own PDF layout?
Yes. The preview and exports follow the saved document settings, including PDF theme, logo, colors, footer, notes, and signature sections.
What will visitors outside Singapore and India see?
Visitors outside Singapore and India see neutral billing, payments, and finance examples without GST assumptions until the company confirms a supported local tax country.
The rest of the platform
These run on the same company record
Add any of them later without moving your customers, items, or settings anywhere.
Try Billing & Finance on your own work
Open a real company, load your own customers and items, and see whether it fits before you pay for anything.
No card needed. Employee self-service seats are free, so staff can use attendance, leave, claims, and payslips without consuming normal paid member seats. Read the FAQ if you would rather check first.