Books
Keep the money side together.
From the first invoice to the last payment, Freemi keeps the money side of the business connected. Every payment sits on the invoice it actually paid, and when.
InvoicesPaymentsTakingsMatchingChasingReportsBilling historyAccountant pack
INVOICESSent, then paid
A correction is a new line
PAYMENTSMatched to the invoice
Date, method, amount
TAKINGSCategorised as they come in
Not at the end of the year
CHASINGNo invoice quietly lapses
Due, reminded, paid
One set of books, open where the work happensEvery way they pay lands on the same record
CardPayment linkBank transferCashOnline
One record
One record, not six spreadsheets.
Stop rebuilding the money story from the bank, the card machine and a spreadsheet to work out who paid.
Everything on the customer
The whole account, in one place.
Details, bookings, invoices, payments, refunds, receipts, reminders and messages, attached to the customer rather than scattered across inboxes.
✓Bookings, invoices and payments
✓Receipts, refunds and files
✓Reminders and messages
Invoices
Invoices that hold up.
Invoices go draft, then sent, then paid. A correction is a new line, never a silent edit, and the history shows both.
✓Draft, then sent, then paid
✓A correction is a new line
✓The history shows both
Matching
Payments you can match.
Freemi records the payment taken, the invoice it paid, the date and the method. Searchable, and exportable.
✓The invoice it paid
✓The amount, date and method
✓Searchable and exportable
Draft → sent → paid
The three states an invoice moves through, and it never moves backwards
Every payment matched
The invoice it paid, the amount, the date and the method
One record
Bookings, invoices, payments, refunds and reminders on the same customer
Before it goes cold
Get paid when the work is done, not weeks after.
1
The invoice goes out when the work is done
The amount, the terms and a link to pay, sent on the channel they already use.
2
The customer pays on their phone
No portal to log into, no app to download, and a receipt at the end.
3
It lands on the record
Matched to the invoice rather than being ticked off afterwards from a bank statement.
4
Anything unpaid is chased
Automatically, until it is in, so nobody has to send the awkward message.
What the books hold
Everything about the money, in one place.
Not a summary that points at six other systems. The books themselves.
Invoices and receipts
Every invoice, and the booking or job it belongs to. A deposit and the balance sit on the same invoice, so one job reads as one thing rather than a list of unrelated amounts.
Payments and matching
Payments with their full history, matched to the invoice they paid. If an invoice has already been paid, the record says so rather than letting a reminder go twice.
Takings by category
Every sale and payment in the category it belongs to, so the week’s takings read by service rather than as one lump in the bank.
Billing history
What was invoiced, what was paid, what is outstanding, and refunds booked as explicit negative allocations rather than netted quietly off a total.
Reports
Takings, payments and what is outstanding by period, in plain numbers rather than a spreadsheet only one person understands.
A pack for your accountant
Invoices, payments and categories for the period, exported as one clean pack. Your accountant does the tax. You stop sending a shoebox of receipts.
Nothing falls through
The invoice that keeps going unpaid.
Due
The invoice falls due
Raised by the system, not by somebody remembering
Pending
Waiting to be paid
A state you can see, not a note in someone’s head
Reminded
The customer is reminded
On the channel they actually answer
Paid
Matched and closed
The reminders stop when the payment lands
Overdue
Quietly still unpaid
Surfaces as a list you can work, not a number you notice a year later
Books is bookkeeping, not tax filing. Freemi keeps invoices, payments and categories in order and hands your accountant a clean pack for the period. Tax returns and filing stay with your accountant. Freemi keeps the money side tidy. It does not replace your accountant.
It takes care of
The follow-through nobody has time for.
Books runs the parts of the money that fall between jobs.
✓Invoices sent✓Payment links✓Payments matched✓Takings categorised✓Receipts that send once✓Overdue states✓Payment reminders✓Billing history✓Refunds on the record✓Accountant pack
In the wild
See Books in a business like yours.
The invoice sent while the customer is still in front of you, not typed up at eleven at night.
The whole team, one set of booksWhoever picks it up sees what was already paid
At the till tooTakings categorised as they come inBefore the month endsInvoices and payments already matched
Every source
However they pay, it lands on the record.
A card, a link, a transfer or cash. Same customer, same history.
AT THE TILLPaid on the spot
Receipt already sent
ON THE JOBInvoiced as it finishes
Not at eleven at night
IN THE BANKPayments matched
To the invoice they paid
AFTERWARDSChased on time
Due, reminded, paid
One customer. One record. One history.
Bring us the week where the money story gets rebuilt from three systems, and we will show you how it runs on Freemi.
