Invoices That Post to Your Books the Moment You Send Them
Create a professional invoice in seconds, set it to recur automatically for repeat customers, and see it reflected in AR and your ledger immediately.
What invoicing in Fintra does
A standalone invoicing tool means a second system to keep in sync with your books. Fintra generates invoices from the same customer, product, and pricing records that drive the rest of your finance system, so a sent invoice is already reflected in AR aging and the ledger - no export, no manual entry into accounting software afterward.
- Invoice creation from saved customer and product records
- Recurring invoice schedules for subscription or retainer billing
- Custom line items, discounts, and tax applied automatically
- Direct posting to AR and the ledger the moment an invoice is sent
Core capabilities
| Capability | What it does | What it replaces |
|---|---|---|
| Invoice creation | Builds an invoice from customer and product records | Retyping customer and pricing details each time |
| Recurring invoices | Sends the same invoice on a set schedule automatically | Manually recreating a retainer invoice every month |
| Tax and discounts | Applies sales tax and discounts based on customer setup | Manually calculating tax per invoice line |
| Ledger posting | Posts revenue and AR the moment an invoice is sent | A separate invoicing tool synced to accounting later |
| Payment links | Includes an online payment option on every invoice | Invoices that only accept a mailed check |
How it works
From draft to sent invoice
- 1
Select the customer
Pull in a saved customer record with their billing details and applicable tax rate.
- 2
Add line items
Choose products or services from your catalog, or add custom lines with quantity and price.
- 3
Review and send
Apply any discount, review the total, and send the invoice by email with a payment link included.
- 4
Track automatically
The invoice appears in AR aging immediately and posts revenue to the ledger.
- 5
Get paid
The customer pays online or by another method, and the payment clears the invoice from AR the moment it’s recorded.
A worked example
Frequently asked questions
Can I set up recurring invoices for retainer or subscription customers?
Yes. Set an invoice to repeat on a monthly, quarterly, or custom schedule, and Fintra generates and sends it automatically each period, posting to AR and revenue on schedule without manual recreation each time.
Does invoicing calculate sales tax automatically?
Yes, using the same sales tax engine that tracks nexus and rates elsewhere in Fintra - the correct rate applies based on the customer’s jurisdiction and what’s being sold, with exemption certificates honored when on file.
Do invoices post to my books automatically?
Immediately. Because invoicing is a module of the same system as the general ledger, sending an invoice posts the corresponding revenue and AR entry at that moment - there’s no separate invoicing tool to reconcile against your accounting software afterward.
Can customers pay an invoice online?
Yes. Every invoice can include a payment link so the customer can pay directly rather than mailing a check, and the payment posts to the ledger and clears the invoice from AR aging as soon as it’s received.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Send an invoice that posts itself
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