Solutions · Sales, Marketing & Commerce

Payment & Invoicing Systems

This application provides a comprehensive system for small to growing businesses to manage their sales pipeline, customer relationships, and generate professional invoices. It helps track deals from lead to payment, ensuring efficient commerce operations.

The FasterOS features it uses

E-commerce

An online store built by the Store Starter: products, stock, orders and a checkout, ready to try before going live.

• Say what you sell
• Ready in one click
• Your products, in your store
• Try checkout before you go live
• Orders and stock, handled

The records behind it

Describe it to the Assistant’s App Starter and FasterOS designs it. This is the plan it made from the words “Payment & Invoicing Systems”: 7 forms that work together, each also a table of records. Yours is designed from your own description, and you can change any of it before anything is made.

Customer

Records essential information about the businesses or individuals the company sells to and invoices.

• Name Text
• Type One choice: Business, Individual
• Contact Person Text
• Email Text
• Phone Text
• Address Long text
• Industry One choice: Retail, Services, Manufacturing, Tech, Other
• Account Status One choice: Active, Inactive, On Hold, Lead

Opportunity

Tracks potential sales deals through various stages from initial lead to closure.

Belongs to Customer

• Title Text
• Est. Value Money
• Stage One choice: New Lead, Qualification, Proposal Sent, Negotiation, Won, Lost
• Probability Percent
• Est. Close Date Date
• Source One choice: Website, Referral, Cold Call, Event, Other
• Owner Team member
• Next Step Long text

Invoice

Manages and tracks all invoices generated and sent to customers for products or services.

Belongs to Customer

• Invoice # Text
• Invoice Date Date
• Due Date Date
• Total Amount Money
• Status One choice: Draft, Sent, Paid, Partially Paid, Overdue, Cancelled
• Payment Terms One choice: Net 15, Net 30, Net 60, Due on Receipt
• Notes Long text

Line Item

Details individual products or services listed on a specific invoice.

Belongs to Invoice

• Description Text
• Quantity Number
• Unit Price Money
• Tax Rate Percent
• Amount Money

Payment

Records and tracks payments received from customers against specific invoices.

Belongs to Invoice

• Payment Date Date
• Amount Received Money
• Payment Method One choice: Bank Transfer, Credit Card, Cash, Cheque, Online Payment
• Transaction ID Text
• Notes Long text

Activity

Logs all interactions, tasks, and follow-ups related to sales opportunities and customers.

Belongs to Opportunity and Customer

• Type One choice: Call, Email, Meeting, Task, Note
• Date & Time Date
• Subject Text
• Notes Long text
• Status One choice: Completed, Pending, Cancelled
• Assigned To Team member

Media

Stores documents, photos, and other files relevant to customers, opportunities, and invoices.

Belongs to Customer and Opportunity and Invoice

• Title Text
• File Image
• Type One choice: Contract, Proposal, PO, Receipt, Document, Image, Other
• Description Long text
• Date Date

The reports your team works in

Every form gets a report: the screen where your team finds, adds and edits records, newest first. Here’s what each one shows, and who it’s for.

Customer

Filled in by Sales Team, Admin Staff Used by Sales Team, Admin Staff, Finance

Opportunity

Filled in by Sales Team Used by Sales Team, Sales Management

Invoice

Filled in by Admin Staff, Sales Team Used by Admin Staff, Sales Team, Finance

Line Item

Filled in by Admin Staff, Sales Team Used by Admin Staff, Sales Team, Finance

Payment

Filled in by Admin Staff, Finance Used by Admin Staff, Finance, Sales Team

Activity

Filled in by Sales Team Used by Sales Team, Sales Management

Media

Filled in by Sales Team, Admin Staff Used by Sales Team, Admin Staff, Finance

How it fits together

The data model is structured around a central Customer record, which can have multiple Opportunities and Invoices. Each Invoice includes Line Items for specific goods/services and can track multiple Payments. Activities log interactions related to Opportunities or Customers, and Media records store files associated with Customers, Opportunities, or Invoices.

• Customer — no parent (top-level entity)
• Opportunity belongs to Customer — an opportunity is always associated with a specific customer.
• Invoice belongs to Customer — an invoice is always issued to a particular customer.
• Line Item belongs to Invoice — each line item details a part of a specific invoice.
• Payment belongs to Invoice — a payment is always received against a specific invoice.
• Activity belongs to Opportunity, and also belongs to Customer — activities primarily track progress on opportunities, but can also be general customer interactions.
• Media belongs to Customer, and also belongs to Opportunity and Invoice — files can be attached at the customer level, or more specifically to an opportunity or an invoice.

Make it yours in minutes

1. Create a free account, open the Assistant and choose App Starter.
2. Say what you need in a sentence, in your own words.
3. Review the plan: rename forms, add or remove fields, choose their types.
4. Press Create Data Foundation: the forms, a report for each, and a data dictionary are made for you.
5. Put them in an app, give it your theme, and share it with your team or the world.

See how it works

More in Sales, Marketing & Commerce

• Online Stores & E-commerce Checkouts
• Lead Capture Forms
• Marketing Campaign Tracking
• Sales Pipeline Management
• Customer Loyalty Programs

Build anything you can imagine

Create a free account and build it the same way, with no code.

No credit card required. Limited trial usage is included; add a card when you turn on paid features.