Solutions · Sales, Marketing & Commerce
Payment & Invoicing Systems
This application provides a robust data foundation for small to growing businesses to manage their sales process from customer invoicing to payment tracking. It helps organize customer details, product catalogs, and all financial transactions in one place.
Build yours freeThe 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”: 6 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 for all clients the business bills.
- Name Text
- Contact Person Text
- Email Text
- Phone Text
- Billing Address Long text
- Type One choice: Individual, Company
- Status One choice: Active, Inactive, Lead
- Notes Long text
Product/Service
Catalogs all products and services offered by the business.
- Name Text
- Description Long text
- Unit Price Money
- SKU/Code Text
- Type One choice: Product, Service
- Taxable Yes / No
Invoice
Manages bills sent to customers for rendered products or services.
Belongs to Customer
- Invoice # Text
- Customer Text
- Issued Date Date
- Due Date Date
- Status One choice: Draft, Sent, Paid, Overdue, Cancelled
- Total Amount Money
- PO Number Text
- Notes Long text
Line Item
Details individual products or services included on an invoice.
Belongs to Invoice
- Description Text
- Product/Service Text
- Quantity Number
- Unit Price Money
- Tax Rate Percent
- Subtotal Money
Payment
Records payments received for invoices.
Belongs to Invoice
- Date Date
- Amount Money
- Method One choice: Bank Transfer, Credit Card, Cheque, Cash, Other
- Reference # Text
- Received By Team member
- Notes Long text
Media
Stores files, documents, and images relevant to various records.
Belongs to Customer and Invoice and Payment
- Title Text
- File Image
- Type One choice: Document, Photo, Contract, Purchase Order, Receipt, 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
Columns Name, Contact Person, Email, Phone, Type, Status Opened, it also shows Billing Address, Notes Related records Invoice, Media, a click away on each rowProduct/Service
Columns Name, Unit Price, SKU/Code, Type, Taxable Opened, it also shows Description Stats Totals, averages and counts, worked out for youInvoice
Columns Invoice #, Customer, Issued Date, Due Date, Status, Total Amount, PO Number Opened, it also shows Notes Related records Line Item, Payment, Media, a click away on each row Stats Totals, averages and counts, worked out for youLine Item
Columns Description, Product/Service, Quantity, Unit Price, Tax Rate, Subtotal Stats Totals, averages and counts, worked out for youPayment
Columns Date, Amount, Method, Reference #, Received By Opened, it also shows Notes Related records Media, a click away on each row Stats Totals, averages and counts, worked out for youMedia
Columns Title, Type, Date Opened, it also shows File, DescriptionHow it fits together
The data is structured to link invoices and payments directly to customers, with line items detailing each invoice. Media files can be attached to customers, invoices, or payments for comprehensive record-keeping.
- Customer — no parent
- Product/Service — no parent
- Invoice belongs to Customer — Each invoice is issued to a specific customer.
- Line Item belongs to Invoice — Line items specify the details of products or services on an invoice.
- Payment belongs to Invoice — Payments are always recorded against a specific invoice.
- Media belongs to Customer, also belongs to Invoice, Payment — Files and attachments can be related to customers, invoices, or payments.
Make it yours in minutes
- Create a free account, open the Assistant and choose App Starter.
- Say what you need in a sentence, in your own words.
- Review the plan: rename forms, add or remove fields, choose their types.
- Press Create Data Foundation: the forms, a report for each, and a data dictionary are made for you.
- Put them in an app, give it your theme, and share it with your team or the world.
See how it works
Campaigns
The Campaign Starter drafts a Google Ads campaign for you to review, edit and launch.
Take a look →Records and reports
Turn what people submit into focused views, totals and connected records your team can act on.
Take a look →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.
Create a free accountNo credit card required. Limited trial usage is included; add a card when you turn on paid features.
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