The money is in the same system
A module on request: invoices, quotes, instalments, cash desk and VAT — without separate software. The system knows who pays and what for, because the invoice starts from the property.
Try from the quote to the accountant
A demo with a made-up client and sums: a quote by link, an invoice from it and the month for the accountant.
- Client
- Nikolay P.
- Amount
- € 1,440 incl. VAT
- Valid until
- 15.11.2026
- Who pays and for what
From the property — the owner and the brokerage; from the search — the buyer; from the project — the investor.
- The details — once
The company or personal ID, address and representative are asked for on the first invoice to a contact, then remembered.
- On request
The module is switched on for agencies that ask for it — in the same system, without separate software.
The commission invoice comes from the listing
Open the “Finance” tab of a sold property: the system fills in who pays, what for and how much — and tracks the payment.
- 1The listing
- 2The invoice
- 3The payment
- Owner
- Maria Georgieva
- Commission
- 3% · 7,350 € excl. VAT
No documents for this listing yet.
- Bill to
- Maria Georgieva from the listing
- Personal / company ID
- filled in once — on the first invoice
- For
- Agency fee — 3-bed flat, Lozenets from the listing
| Commission 3% | 7,350.00 € |
| VAT 20% | 1,470.00 € |
| Total | 8,820.00 € |
- Issued
- Sent by email
- Paid
Payment recorded — the dashboard and the client card are updated.
- Instalments and subscriptions
Payment in instalments and subscription invoices — issued, or as a draft to review.
- A cash desk per office
Receipts and payment vouchers, closing the day and bank deposits.
- The client card
Turnover, unpaid, overdue and how reliably they pay — next to every document.
Everything about the money of the agency
Invoices and notes
Invoices, pro formas, credit and debit notes — an issued document is corrected with a note, not by editing it.
Expenses by category
The agency’s expenses with categories and VAT — and which are still unpaid.
Dashboard and forecast
Income and expenses by month, and a forecast of what comes next.
VAT by month
The month is closed, VAT is marked as paid, and the file with sales and purchases goes to the accountant.
Payment reliability
The client card says how reliably they pay, when they were last active and which way they are heading.
A cash desk for every office
The system offers a cash desk for any office that doesn’t have one yet, and the balance shows after every voucher.
Finance at a glance
- How it is added
- On request — the module is added to the agency’s system
- Issued from
- A property, contact, search or project
- Documents
- Invoice, pro forma, credit and debit note, quote
- Recurring
- Subscriptions and payment plans in instalments
- Cash desk
- Per office: vouchers, closing the day, bank deposits
- Card payments
- Coming soon — through Stripe
The module is on request — ask us in the demo.
Frequently asked about finance
Is the finance module included in the plans?
No, it is on request. It is added to the system of the agency that asks for it — ask us in the demo.
How does the invoice know who pays?
It is issued from the card of the property, contact, search or project. From the property the recipient is the owner, from the search the buyer, from the project the investor. On the first invoice to a contact the system asks only for what is missing: company or personal ID, address and representative.
Can the client accept a quote online?
Yes. The quote is sent with a link; the client opens it without logging in and accepts or declines. An accepted quote becomes an invoice in one click.
What does the accountant get?
VAT is by month, with a file of the month’s sales and purchases, and each document is marked as handed over — you also see which are still waiting.
Can the client pay by card?
Card payment through Stripe is coming soon. For now the payment is recorded against the invoice — in full or in parts.
The deal before the invoice
The invoice — from the property, not from other software
In the demo we issue an invoice from one of your sold properties and mark it as paid.
