Features · Books

Quotes, invoices and payments, next to the deal

Books is the money side of a customer, inside CybrRM: quote from a deal, turn the quote into an invoice, record the payment, and a double-entry ledger keeps it all straight.

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An invoice going from issued to part paid to paid · example data

From the deal to the quote

Give the customer a price. Keep it with the job.

Make a quote from a deal. When the customer says yes, mark it accepted and turn it into an invoice.

Quote
Invoice
Payment

Quotes: Draft, sent, accepted or declined, with an expiry date. Make one from a deal and turn it into an invoice.
Invoices: Draft, issue or void. Make one from a deal. Email an issued invoice, or print it or save it as a PDF from your browser.
Payments: Record payments and apply them to invoices. Void a payment if it was entered by mistake.

An accepted quote · example data

Keep the money side together

See what's still owed. Record what came in.

Keep invoices and payments inside the same app, with a ledger underneath and the balance on the company's page.

A real ledger underneath: Double-entry bookkeeping with a chart of accounts, manual journals and a trial balance.
What a company owes: Shown on the company's own page, next to its deals and contacts.
Your settings: Currency (one per workspace), lock date, fiscal year start, payment terms, footer and sender name. Books roles: owner, accountant and staff.

The invoice list · example data

Good to know

Plainly, so you can decide whether it fits.

How it's sold: An add-on for $9 to $39 a month per workspace, depending on the plan.
Currency: One per workspace, set in Books settings
Sending: Email an issued invoice (once the workspace's email is set up), or print or save it as a PDF from your browser
Your customer's side: Customers get the invoice by email or on paper; they pay you the way they do today
Cybie: Cybie works with clients, companies, deals, tasks and notes, not with Books
API: The API covers the CRM records, not Books

See pricing

Try Books with your own jobs

Books comes with the free trial, so you can quote and invoice a real job.

Start free trial

14-day free trial. No card needed.