FIRMA module

Invoices

Create, send, and track invoices that connect to payments and the ledger.

FIRMA Invoices lets service businesses bill faster and follow up sooner. Invoices connect to clients, contracts, payments, and ledger review, so an invoice is never an island, it is part of the operating record.

What you can do

Built to the day-one bar a migrating user expects.

Full lifecycle, not just create

Draft, send, edit, duplicate, void, and mark paid. Every invoice row carries an overflow menu for the action you need.

Connected to payment

Share a pay link backed by Stripe, then watch the invoice flow to a received payment, a deposit, and the bank register automatically.

Filter, search, and sort

Work the list by client, status, due date, or amount to find overdue invoices and send follow-ups.

Reports are instruments

Run accounts-receivable aging by date range and basis, compare periods, drill to the source invoice, and export to PDF, Excel, or CSV.

Tied to the client record

Each invoice links to its client, contract, and portal view, so the client sees one consistent story.

Real-time status

Paid, partial, and overdue states reflect current database state on load.

Works across every entity

One login. Every company. Clean separation.

Invoices are issued under the correct entity, with that entity branding and ledger. Group reporting shows receivables across every company in one view.

FAQ

How do clients pay an invoice?

Invoices can carry a Stripe-backed pay link. Recorded payments flow into deposits and the bank register for review.

Do invoices connect to the books?

Yes. A paid invoice flows to a deposit and into the receivables and revenue reports, and you can drill from the report back to the invoice.