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Invoicing

Raise an invoice against a customer the platform already knows, send it, and see when it is paid.

Part of Finance Management
Finance Management

What Invoicing does

Invoicing is usually the last step in a chain that started somewhere else: a booking, an order, a job. When the invoice is raised in a different system, the chain breaks and somebody rebuilds it by hand.

Here the invoice is another event on the same customer. What was sold, what was billed and what was paid are three views of one record rather than three systems to reconcile.

  • Bill from the same customer record the work was booked against
  • Send an invoice and track its state without chasing a spreadsheet
  • Take payment against it rather than reconciling it afterwards
Worth having when

Where this one earns its place

1

Businesses invoicing from a template and tracking it in a sheet

2

Anyone reconciling payments against sales by hand

3

Teams where the person doing the work is not doing the billing

One shared core

It is not a separate tool

Invoicing is part of Finance Management, and Finance Management reads and writes the same records as everything else on the platform. There is nothing to integrate, and no second copy of your customers.

  • One login, and one bill for whatever you use
  • One customer record, shared by every app that touches it
  • No connector to build, and none to maintain
  • Turn it on without migrating anything
FAQ

Questions about Invoicing

Talk to someone who sets this up for a living.

No. It is part of Finance Management, so it comes with that app rather than being bought and logged into on its own.

Finance Management works on its own, and gets more useful the more of the platform you run alongside it, because they all read the same records. There is nothing to connect and nothing to migrate first.

Yes. Book a demo and we will show it running on the kind of data you actually have, rather than on a sample account.

Talk to a human

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