What it covers
Use the register and handoff workflow; live accounting-provider reconciliation is not implied.
Revenue and contracts
Invoice register
Track invoices and payment-ledger work tied to customer and quote records.
How it works
Track invoice work through its handoff
Keep invoice records and payment-ledger work connected to customers and quotes. The register supports the NovaSoft One commercial workflow and its handoff to accounting processes.
In practice
This is a workflow register; it does not imply live accounting-provider reconciliation.
When to use it
Useful situations
- Keep invoice references and statuses connected to customer and quote records.
- Review payment-ledger entries during an internal commercial handoff.
- Prepare supported invoice data for a controlled export or accounting handoff.
A working path
How the work moves
Open the related commercial record
Find the customer or quote associated with the invoice and confirm the reference, dates and amounts. Keep the register aligned with the authoritative document or finance process used by your organisation.
Record the register state
Use the supported invoice and payment-ledger controls to update the internal record as finance work progresses. Distinguish a recorded payment entry from a verified settlement in an external bank or accounting system.
Complete the handoff
Use the available export or handoff workflow when another system needs the invoice information. Check the resulting handoff state and reconcile it with your finance team’s process.
Illustrative scenario
Finance review
An account owner links an invoice to its quote, records the current internal status, exports the supported handoff details and asks finance to confirm reconciliation in its accounting system.
Before you start
What to check
- The invoice register supports connected commercial tracking and handoff; it does not provide live accounting-provider reconciliation.
- Payment-ledger entries are operational records and do not themselves transfer funds, collect a payment or prove bank settlement.
Does this replace accounting software?
No. The register supports NovaSoft One’s commercial workflow and handoff; full external reconciliation is separate.
Can I collect card payments here?
The register tracks invoice and payment-ledger work; it does not imply payment collection or accounting settlement.
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