Module

From quote to paid, in one ledger.

Five of the fourteen modules in your subscription sit in this one back office: quoting and invoicing, subscriptions and recurring billing, payments and banking, accounts payable, and financial reporting. It runs alongside your accounting software, not instead of it.

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app.catchacrm.com/financials/ledger/income
Invoices ledger in CatchaCRM showing total revenue, outstanding and overdue totals above a table of invoices with paid, sent and overdue statuses and an overdue invoices alert.

The income ledger: revenue, outstanding and overdue across the top, every invoice and its status below.

What is in Quoting, invoicing & billing.

Every capability below is a line from the module table in our terms of service — the list your subscription actually entitles you to.

Quotes and invoices

  • Quotes sent to the customer, then marked accepted
  • One-click quote → invoice conversion
  • Invoices, credit notes, line items
  • Document numbering, PDF export, public pay/view links

Getting paid

  • Payment recording, Stripe & PayPal invoice sending
  • Pay page offers bank transfer (BSB and account, with the invoice number as the reference), Stripe, PayPal or your own payment link, each only when set up
  • The pay page takes the full balance, and paid status and refunds sync back from Stripe / PayPal
  • Payment transactions
  • Bank statement import and reconciliation

Recurring revenue

  • Recurring subscription plans, retainers
  • Subscription items, renewal billing
  • Recurring invoices are created as drafts each month, for you to review and send

Money going out

  • Suppliers, bills, purchase ledgers
  • Expense claims, supplier payments

Reporting

  • AR/AP ageing, GST/BAS summaries
  • Profit & loss from your cashflow
  • Exchange rates & multi-currency settings

How work moves through it.

  1. Quote the work

    Build a quote from your catalogue and send it to the customer. When they accept, mark the quote accepted.

  2. Convert it

    One click turns the accepted quote into a GST tax invoice, carrying the line items and your own document numbering.

  3. Send it for payment

    The invoice goes out with a public pay and view link. The pay page offers bank transfer, Stripe, PayPal or your own payment link, whichever you have set up, for the full balance.

  4. Reconcile

    Paid status and refunds sync back from Stripe and PayPal, and you import a bank statement to reconcile it against the ledger.

  5. Report on it

    AR/AP ageing and GST/BAS summaries read from that same ledger, so nothing is re-keyed to produce them.

Finance Reports in CatchaCRM on the accounts receivable ageing tab, with AP ageing, GST/BAS summary and trial balance tabs, current and overdue buckets, and a table of what each customer owes.
Finance Reports: accounts receivable ageing by customer, with AP ageing, a GST/BAS summary and a trial balance on the neighbouring tabs.
P&L Report in CatchaCRM with accruals and cash views, revenue, expenses and net result for the period, an expenses by account breakdown and a six-month revenue against expenses chart.
The P&L Report, with accruals and cash views, expenses by account and a six-month trend.

Questions

No. CatchaCRM runs alongside your accounting package. It covers quoting, invoicing, payments, accounts payable and the reporting listed in our terms; your accountant's ledger stays where it is.
Yours. You connect your own Stripe or PayPal account, and the transaction is between you, your customer and the payment provider. CatchaCRM is not a payment processor, financial adviser or tax agent.
Yes. Recurring subscription plans, retainers, subscription items and renewal billing are part of the Subscriptions & Recurring Billing module. Each month's recurring invoice is created as a draft for you to review and send; it is not emailed or charged automatically.

Related modules

Sales CRMContacts, leads, deals and accounts in one directory, with kanban pipelines, lead scoring and BANT qualification. Included in every CatchaCRM plan. Inventory & procurementProducts, services, inventory items, warehouses and bin locations, purchase orders, RFQs and supplier quotes, tied to the quotes and jobs that use them.

See all seven feature areas →

Try Quoting, invoicing & billing on your own data.

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