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Spodus for your role·Updated Oct 16, 2026

Spodus for finance

Set up Revenue, then send quotes and invoices, record payments, see who owes you on the Revenue overview, and chase what is overdue.

The Revenue module holds your quotes, contracts, invoices, payments and expenses. Work through these steps to bill clients and get paid.

Before you start

  • The Revenue module must be on. See Turn modules on and off.

Steps

  1. Set up Revenue: get your invoice settings right first.
  2. Send a quote: price up work for a client.
  3. Send an invoice: bill your clients.
  4. Record a payment: mark invoices as paid.
  5. Revenue overview: see what's outstanding by client and what's overdue.
  6. Chase overdue invoices: follow up on what's late.
  7. Credit notes: correct or refund an invoice.
  8. Track expenses: record client costs.
  9. Revenue reports: watch revenue over time.
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  • Steps