Finance/FinanceCollections by week
Due and overdue in their own colours.
Finance
Know who owes what, and when, without asking.
Agreements split into instalments, and every collection closes the right one. Expenses, refunds and commissions sit in the same ledger.
Who owes what, what was paid, what was spent
Invoices, instalments, payments, refunds and expenses in one place. When an invoice is partly paid the rest shows on the record; a reminder goes out by itself before an instalment is due.
What comes in this month
Start with EraDue, overdue and collected instalments, week by week.
The agreement card
Paid, due and remaining on one card.
Finance and front desk see the same figure
Whoever takes the payment, the same instalment closes.
Instalment reminders
Choose how many days before the due date to remind.
Expense approval
Expenses are recorded, approved and paid.
Refunds
A refund stays linked to its payment.
From agreement to collection
Start with EraCustomer, agreement and payment in one workspace.
Customers
Sales
AppsQuestions about Finance
What customers owe and pay, and what the business spends. Its pages: Finance, Agreements, Instalments due, Collections, Refunds, Expenses, Commissions.
Yes. It has 5 settings: Instalment reminder (days before), Default currency, Discount cap (%), Largest single expense, Overpayment allowance.
The module has 42 defined actions, each tied to role permissions. Era works within the same permissions, and sending or deleting waits for your approval.
It shares records with Organization, Customers, Sales, Apps; turning it on brings them into the workspace too.
From agreement to collection.
Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.