Get paid. Without the chase.
The entire order-to-cash cycle runs itself.
Most businesses send the invoice and then wait. Then follow up. Then wait again. By the time money arrives, the relationship has taken friction and the books are behind. Trabalance automates the entire order-to-cash cycle and updates the accounts the moment payment lands.
Quote or invoice
Create and send from any device. Professional templates applied automatically.
Customer pays
Invoice link, portal payment, or payment advice submitted by the customer.
Books update
Receipt posted to Finance. Invoice closed. Customer sees confirmed status.
Invoicing and Order Management
Estimates and Quotes
Create professional estimates in minutes. Track whether viewed. Convert to invoice on acceptance, no re-entering data.
Sales Orders
Manage orders from commitment to delivery. Partial fulfilment, back orders, and delivery notes handled from one record.
Invoices
Create, send, and track invoices from any device. Outstanding, partial, and overdue balances visible at a glance.
Credit Notes
Process returns and adjustments correctly. Accounting entries posted automatically. Applied to balances or refunded.
Delivery Notes
Generated from sales orders. Delivery status tracked. Proof of receipt maintained for disputes and audit.
Recurring Invoices
Configure once for subscriptions or retainers. Generated and sent automatically on schedule, no manual intervention.
Retail and Point of Sale
Sales Receipts
For walk-in and retail customers who pay immediately at the point of sale. Receipt issued on the spot. Inventory reduced. Finance updated.
POS Mode
Simplified sales interface for retail environments. Select items, record payment, issue receipt. Designed for speed at the counter.
Cash and Card Payments
Record the payment method on every receipt. Cash, card, and split payments all handled. Daily takings reconciled automatically.
Walk-in Customers
Process sales without a customer account on file. Assign to a walk-in profile or create a new customer record on the spot.
Invoice Link and Customer Self-Service
Invoice Link
Generate a unique shareable link. Sent through any channel, email, messaging, or directly. No customer account setup required.
Customer Self-Onboarding
The customer opens the link and registers themselves. Their details are captured and they land in their own portal.
Customer Portal
Every invoice raised is visible in their portal. Account history, statements, and invoice copies available at any time.
Payment Advice
Customers submit payment advice from their portal with the reference, amount, and date. No email chains. No chasing confirmation.
Payment Matching
Match the payment advice to the open invoice and confirm receipt. The invoice closes. The receipt posts to Finance.
Receipts
Every confirmed payment creates a formal receipt posted to Finance. Partial payments applied. Overpayments held as credit.
Deferred and Advanced Billing
Deferred Invoices
Raise an invoice now for work to be delivered later. Revenue deferred and recognised in the period the service is actually delivered.
Milestone Billing
Invoices tied to project milestones rather than calendar dates. Each milestone triggers a billing event when marked complete.
Prepayment Invoices
Request payment before work begins. Prepayment tracked separately and applied against the final invoice on completion.
Recurring Invoices
Configure once for subscriptions or retainers. Generated and sent automatically on schedule without manual intervention.
Every capability in this module is accessible via API.
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