Financial Management
Invoicing, quoting, payment plans, and recurring billing — connected to your accounting software. From quote to payment in fewer clicks.
Complete Financial Control
Invoicing, quoting, payments, and accounting sync — everything you need to get paid faster
Invoicing
Auto-numbered invoices with multi-status tracking. Partial payments, payment reminders, and client-visible notes. Send via email with view-tracking.
Quoting
Version-controlled quotes with expiry tracking. Public sign-off links for client approval. One-click conversion to invoice.
Credit Notes
Issue credit notes for returns, damages, or overpayments. Apply credits to invoices, track remaining balance, and void with reason.
Payment Plans
Create installment schedules with configurable frequency. Optional deposit, late fee configuration, and agreement signing flow.
Recurring Invoices
Automated billing on daily, weekly, monthly, quarterly, or annual schedules. Auto-send and auto-charge with template-based generation.
Payment Processing
Accept payments via Stripe, bank transfer, cheque, cash, and PayPal. Transaction reference tracking with processing fee recording.
Payment Terms
Reusable payment term templates: upfront, on-completion, net terms, or custom milestones. 3-tier resolution from tenant to client to project level.
Expense Tracking
Record project expenses by category with billable markup. Receipt uploads, supplier linking, and approval workflow.
Supplier Invoices
Track payables with approval workflows. Aged payables reporting, payment run generation, and batch processing.
Purchase Orders
Create, approve, receive, and track purchase orders. PDF generation, supplier management, and partial receipt handling.
Financial Reports
Revenue summaries, P&L statements, aged receivables, cash flow, collection rates, and client billing insights. Export to PDF, Excel, or CSV.
ZUGFeRD E-Invoicing
EU-compliant electronic invoicing with embedded XML in PDF. Automated processing for B2B and government contracts.
Quote-to-Invoice Workflow
Create a quote, send it with a public link, let the client view and approve, convert to invoice, send, track payment, and mark paid. All in one flow.
Payment Plans & Collections
Installment schedules with configurable frequency, deposit requirements, and late fee policies. Track receivables and improve collection rates.
Installment Frequency
Configure weekly, fortnightly, monthly, or custom payment intervals.
Deposit Requirement
Set optional upfront deposit as fixed amount or percentage.
Aged Receivables
Dashboard showing 30/60/90-day aging with collection priority.
DSO Tracking
Days Sales Outstanding calculation and collection rate monitoring.
Accounting Integration
Connect Xero, QuickBooks, Sage, or FreeAgent via OAuth. Sync invoices, payments, and contacts automatically.
Chart of Accounts Sync
Automatically sync your chart of accounts from your accounting platform. Map invoice items to ledger codes.
Configurable Schedule
Set sync frequency from real-time to daily. Control which data flows in each direction.
Health Monitoring
Track sync status with error logging. Get alerts when sync fails and resolve issues quickly.
How NexusRMS Compares
See how our financial management stacks up against industry standards
| Feature | Industry Standard | NexusRMS |
|---|---|---|
| Quote-to-Invoice Flow | Manual | One-Click |
| Payment Plans | Not Available | Full Support |
| Recurring Invoices | Basic | Advanced |
| Credit Notes | Limited | Full Workflow |
| Multi-Accounting Sync | Single Platform | 4 Platforms |
| ZUGFeRD E-Invoicing | Not Available | EU Compliant |
| Payment Processing | Card Only | 5 Methods |
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