Manages Your Sales & Finances
Bookkeeping and invoicing solution for small businesses, offering modules such as customer database, invoicing, and financial reporting to streamline operations and save time.
Meaning...
Business owners and bookkeepers are now able to collaborate seamlessly as the data entry was done automatically. Generate Profit-and-Loss report anytime & anywhere.
Accountants can now manage their accounts quickly and conveniently with minimal data entry required.
Business owners are now able to access complete information of business transactions from the cloud, including source copies and notes, easily and quickly
Businesses are now able to manage over-payments, refunds, and discounts through the creation of credit notes
Highlights
Advance Payment Processor
Our payment processing feature is designed to make knocking off invoices as easy and simple as possible. You can pay employees, statutory bodies, and dispose of fixed assets using the same interface and process.
With the ability to use multiple payment sources and pay off multiple invoices at once, you have complete control over your payments.
Transaction fees are also incorporated into the payment processor, allowing you to select presets based on the receiving accounts or to override them with any amounts.
Plus, the system’s consistent performance and ease of use make it easy to master and manage your business.
General Ledger Explorer
This innovative feature allows for interactive drill down into individual debit and credit transactions with a single click, providing a level of detail that makes investigative and analysis tasks a breeze.
With the ability to expand and reveal the source document and its references, you can quickly traverse your data to uncover important insights and make informed decisions. Say goodbye to tedious manual processes and hello to unparalleled convenience and efficiency with Cloudby Business Suite’s General Ledger Explorer.
Powerful document design editor
Create professional and custom invoices with ease using our fully customizable PDF document design. Our visual editor allows for a user-friendly drag and drop interface, with endless design possibilities.
Take advantage of our support for custom fields, tables, header and footer, multi-pages, and even different paper sizes. Discover the flexibility of designing any documents that perfectly match your brand and needs.
Intuitive Change Management
The Change Order feature is intuitive and easy to use, as it utilizes the same UI design as the sales order process. This means that there is no additional learning curve for users who are already familiar with the sales order process. The feature also allows for the release of excess reserved stocks back into the available inventory pool, ensuring that inventory is managed efficiently.
One of the key benefits of the Change Order feature is its ability to stack up multiple change orders as a historical record. This provides full transparency and access to past events, allowing users to easily understand and track changes to orders.
Overall, the seamless integration of the Change Order feature into the sales order process and its ability to manage inventory efficiently make it a valuable tool for any business to stay organized.
Seamless pricebook integration
The price book feature is integrated with key sales documents, making it easy to manage prices. With this feature, any pricing structures or discounts set in the price book are automatically reflected in the line items of quotes, orders and invoices. This streamlines the workflow and eliminates the need for manual updates.
In addition, this feature allows for flexibility when it comes to showing discounts to customers. The discounts can be shown as either a discount or a markdown on the selling price. This gives users more control over how they present pricing to their customers, making it simple to showcase the value of their products or services.
Functions
Finance
- Chart of Accounts
- Finance Accounts
- Journal Entry
- Bill Payment
- Payment Receipt
- Payment Issue
- Payment Contra
Sales
- Quotations
- Orders
- Invoice
- Delivery Order
- Product Catalog
- Credit Notes
Customer
- Company
- Contact
- Category
- Deposits
Reportings
- Sales Report
- Customers Report
- Financial Reports
Getting Started
Getting started with Cloudby Business Suite is easy and straightforward. Simply sign up for a free trial and you’ll have access to all of our modules and features. Our user-friendly interface and step-by-step guidance make it easy for you to get up and running quickly.
Here’s what you can expect when you get started with Cloudby Business Suite:
Set up your user account
To get started, simply sign up for a free account.
Select Solution
Simply select the solution that best fits your business requirements. With multiple solutions to choose from, you'll be able to find the one that's right for you.
Fill up your Organization Details
This information will be used throughout the solution and will ensure that your reports and invoices are properly branded and contain the correct information.
Setting up Modules
Proceed to setup your selected modules, If you need help at any time, our support team is here to assist you. Whether you have a question about a specific feature or need help with a technical issue, we're here to help you succeed.
Good to go
If you need help at any time, our support team is here to assist you.
So why wait? Sign up for a free trial today and see the benefits of Cloudby Business Suite for yourself! With our comprehensive solution and easy-to-use interface, you’ll be up and running in no time.
Have Concerns?
Yup, it's totally free! You can sign up right away and start using it.
We keep adding new features and upgrades, so keep an eye out for those.
However, the free version has a limit of 1GB for document hosting. If you need more storage space, just give us a shout and we'll sort you out.
Of course! Just fill in the contact form below, and our sales team will get in touch with you shortly to provide assistance.
Yes, you can! You can import the journal entries using an xlsx document format. To make the process more manageable, you can even break it down into smaller batches and import them individually.
For simple, one-off expenses, you can use our bill expenses function to make an invoiceless payment.
Yes, you can give a discount using credit notes, which can be kept for future use or refunded to the customer.
Yes, you can request an advance deposit, receive it, and then use it to pay off future invoices. If there is any unspent deposit, you can also refund it back to the customer.
Absolutely! Our payment processor is robust and powerful enough to handle partial payments, multiple invoice knockoffs, mix source payments, and contra payments.
Yes, you can set transaction fees for each finance account such as banks and merchant accounts. The fee settings can be by percentage or fixed amount, and they can be tiered.
Currently, we don't support multiple currencies, but we're working hard to introduce a multicurrency feature. Our design will provide automatic updates on currency values without cluttering the ledger transactions. We're excited to bring this feature to you soon! Stay tuned for updates.
Purchase order or Inventory would require Business Essentials and Business Pro solutions.
Yes, you can! Currently, you can own up to 3 organizations. If you need more than that, just let us know, and we'll work out a solution for you.
Yes, we do! If you need assistance setting up your organization, just let us know through live chat support, and we'll provide you with the help you need. Our team will guide you through the process and ensure that everything is set up correctly.
Bookkeeping is a subset of accounting that involves the regular recording of financial transactions such as sales, purchases, receipts, and payments. It involves tasks such as maintaining a general ledger, and generating simple profit & loss and balance sheet.
Start Transforming Your Business Today
Don’t wait any longer to take your business to the next level. Sign up for Cloudby Business Suite now and start reaping the benefits of a streamlined and efficient operation.
Get in touch with our onboarding team
Fill out the form below and we’ll contact you shortly.
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Cloudby & Team
We systematically digitize small businesses using our powerful business suite, to help them become more organised and operate more efficiently.
Cloudby Business Suites is a collection of applications that work together to help businesses be more successful. Our modules consist of Finance, Orders, Payroll, Retail, Inventory Production, Fixed Assets and more.