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Finance · part of the Spodus suite

Invoicing software, from quote to paid.

Spodus Finance is online invoicing software for small businesses. Build an estimate, turn it into an invoice, send it, and record the payment when it arrives, all on the customer record the deal came from. Recurring invoices raise themselves on the day they are due. It is not an accounting tool: there is no bank feed and no ledger.

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Billing software for small business, in the order it happens.

Raise the document, record what came back, and read where you stand, on the customer record. Invoicing for small business, without an accounting package.

01

Online invoicing: raise it, and the next one raises itself.

Spodus is online invoicing software: cloud billing software you open in a browser. A digital invoice is a page you send a link to, not a file you attach. A document starts from a quote, a won deal or a blank line. A monthly invoice does not need starting at all: the recurring schedule drafts it on the day it is due, whether or not anyone is signed in; you check it and send it.

  • Estimates & invoices. Build, send and track estimates, and convert one to an invoice in a click: an itemized invoice with invoice numbers in sequence and a tax rate per line.
  • Recurring invoices. Bill on a schedule — templates draft their own invoices on the day they are due, whether or not anyone is signed in; you check and send.

02

Record what came in, and what went back.

Spodus never touches the money. It holds what a customer owes, what they have paid, and what you have credited back. The balance on the record is the balance you would read them over the phone. A past due invoice shows as past due; nobody is chased for you.

  • Payments. Record an invoice payment when it arrives; the balance, status and customer history update together.
  • Credit notes. Issue a credit against an invoice and see the customer's balance reopen correctly when you reverse it.

03

See where the money actually is.

What you owe and what you are owed, read off the invoices and bills themselves, not off an export somebody took on Tuesday. Receivables aging shows which invoice is due and how long it has been due.

  • Bills & expenses. Record what you owe, schedule payments, and see your cash position at a glance.
  • Reports. Revenue, receivables aging, expenses and a customer statement, without exporting to a spreadsheet.

One connected system

Invoicing, tied to the work.

A CRM with invoicing built in means every invoice knows the deal that created it and the customer who owes it. It is an online invoice system for small business, and Finance stops being the product nobody else can see into.

  • Invoices link to the CRM deal and customer automatically.
  • Support sees payment status on every ticket, without asking finance.
  • Win a deal in CRM, convert it, and the invoice opens here with the client and the amount already on it.

CRM

Replaces HubSpot · Pipedrive

HR

Replaces the holiday spreadsheet · the org chart nobody redraws

Support

Replaces Zendesk · Intercom · Freshdesk

Inbox

Replaces Slack · Microsoft Teams

Finance stands on the same platform as the other four.

Your records

  • Your own fields and objects
  • Table, board and calendar
  • Import from a file

The work

  • Time tracking
  • Automations and webhooks
  • Docs, goals and forms

Oversight

  • Dashboards
  • Roles and permissions
  • Deleting is reversible

Frequently asked questions

Is this a full accounting tool?
No. It is billing and invoicing software, not accounting software. It handles estimates, invoices, bills and payments against your customers. There is no bank feed, no statement import and no double-entry ledger, so bookkeeping and tax filing stay with your accounting tool.
Can customers pay an invoice online?
No, and we would rather be blunt about it. There is no online invoice payment processing in Spodus: no card checkout of any kind, so an invoice cannot be settled through it. The customer pays you the way they already do, you record it against the invoice, and the balance, status and customer history update together.
Does it tie into the CRM?
Yes. Every invoice links to the deal and customer that created it, so sales and support can see payment status without asking finance.
Does Finance count as a separate product?
No. One seat unlocks all five products, Finance included. You never buy invoicing as an add-on or a higher tier.
Is there free invoicing software for small business here?
No. Spodus has no free plan. If you want online billing software free of charge, this is not it. The price is quoted for your team before you sign up, one seat carries all five products, and we load a workspace with your own data so you can try it before you decide.
Is this invoicing software for agencies?
Yes, and it works the same way as invoicing software for consultants. An agency bills three ways and Spodus covers all three: a quote that becomes the project invoice when the client accepts, a recurring invoice for the monthly retainer, and a one-off invoice for anything extra. Each one sits on the client record next to the deal and the tickets, so account managers see what is paid without asking finance.
Does it work as invoicing software for marketing agencies?
Yes. A marketing agency usually has a retainer per client and project work on top. Set the retainer up as a recurring invoice and raise the project invoice from the won deal. Pass-through costs go on as line items you type. Spodus is agency billing software for the invoicing side only: no ad platform is connected, and no invoice is raised from a timesheet.
How to invoice clients monthly
Make a recurring invoice for each client: the line items, the tax rate and the day of the month it is due. From then on the schedule cuts that month's invoice on the day, as a draft, whether or not anyone is signed in; you check it and send it. Change the template when the retainer changes and the next one follows. Nothing chases a late payer for you.
What does an agency invoicing workflow look like in Spodus?
Quote, deal, invoice, payment, in that order and on one client record. Send the quote from the deal; when the client accepts by reply, mark it accepted and convert it to the invoice. Retainers run as recurring invoices. When money arrives, record the payment against the invoice and the balance updates. Receivables aging shows who is late and by how much.
How to bill for extra revisions
Two ways. Add a line for the extra work to the client's next invoice, or raise a one-off invoice from the deal and send it now. Both sit on the same client record as the original quote, so the history is in one place. Spodus does not count revisions or compare them to the quote; deciding what is extra is still yours.

Get paid faster, without a second tool.

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