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Auto Invoice
Enterprise Solution
Available on:
Web
Windows
Auto Invoice is a billing and finance system designed for retail businesses that manage multiple companies or outlets. It simplifies sales tracking, invoice creation, and financial reporting — all without relying on messy spreadsheets or manual work.
What Auto Invoice Does
- Import POS Sales Reports: Upload sales statements from Excel files. The system cleans the data, organises it properly, and avoids duplicate entries.
- Assign Sales to Companies: Every transaction must be linked to a company before it's saved. If needed, transactions can be reassigned later in bulk.
- Statement Review Hub: View all statements in one place with search, date filters, editing, deletion, and export options. All changes are tracked.
- Automatic Invoice Creation: Generate invoices directly from POS totals or custom amounts. Line items are built automatically using stored product prices.
- Professional Invoice Exports: Download individual invoices or export multiple invoices together as clean, printable PDF files.
- Invoice Management: Search, filter, and edit invoices easily, with extra protection on sensitive fields to prevent mistakes.
Transaction & Company Management
Auto Invoice supports all common business transactions including income, expenses, payments, receivables, and internal transfers. It enforces clear rules on how money is recorded — such as payment method restrictions and required due dates — reducing accounting errors. Companies can store details like rent due dates, contact numbers, and monthly rental records for easy tracking. Each company also has its own product catalog, which is used when generating invoice line items.
Financial Reports & Visibility
- Clear Financial Summaries: View cash balance, bank balance, income vs expenses, and balance sheet summaries with filters and drill-downs.
- Consistent Categorisation: Built-in categories keep reports clean and structured, making financial data easier to understand.
Problems Auto Invoice Solves
- Removes manual data entry by importing POS statements directly
- Ensures every transaction is clearly linked to the correct company
- Speeds up invoicing with automatic itemised invoice generation
- Reduces accounting errors with enforced transaction rules
- Gives owners instant visibility into cash flow, rent balances, and profit trends
- Keeps records audit-ready with searchable data, exports, and consistent invoice numbering