Learn how to get the most out of every Numbors module — from invoicing to payroll and everything in between.
Create, send, and track professional invoices with online payment.
Read guideAutomate regular billing with scheduled invoice generation.
Read guideSend quotes to prospects and convert accepted ones into invoices.
Read guideTrack confirmed customer orders before invoicing.
Read guideIssue credits against invoices for returns, adjustments, or corrections.
Read guideManage customer records, balances, and portal access.
Read guideRecord and track supplier bills and schedule payments.
Read guideAutomate regular supplier bills on a set schedule.
Read guideSend purchase orders to suppliers and convert them into bills.
Read guideIssue debit notes against supplier bills for returns or corrections.
Read guideManage supplier records, balances, and purchase history.
Read guideSet up and manage your bank, credit card, and cash accounts.
Read guideRecord, categorise, and manage income and expense transactions.
Read guideRecord money movements between your own accounts.
Read guideMatch your Numbors records against actual bank statements.
Read guideConnect your bank for automatic transaction imports via Open Banking.
Read guideAutomate regular income and expense entries on a schedule.
Read guideManage your ledger accounts for categorising all transactions.
Read guideRecord manual double-entry journal transactions.
Read guideView all account balances to verify your books are balanced.
Read guideView the complete transaction history for every account.
Read guideTrack physical assets, depreciation schedules, and disposals.
Read guideSee your income, expenses, and net profit for any period.
Read guideView assets, liabilities, and equity at a point in time.
Read guideTrack money flowing in and out of your business.
Read guideReview your tax collected, paid, and due for any period.
Read guideSet financial targets and compare actual performance.
Read guideSee outstanding customer invoices grouped by how overdue they are.
Read guideSee outstanding supplier bills grouped by how overdue they are.
Read guideVisual Kanban board to track your sales deals through pipeline stages.
Read guideManage leads and contact relationships within the CRM.
Read guideTrack the organisations your sales team is working with.
Read guideCustomise your sales pipeline stages to match your process.
Read guideLog calls, emails, meetings, and tasks linked to deals and contacts.
Read guideTrack marketing campaigns and measure their impact on your pipeline.
Read guideManage projects with tasks, milestones, and progress tracking.
Read guideBreak projects into actionable tasks and assign them to team members.
Read guideTrack billable and non-billable time spent on projects and tasks.
Read guideRecord costs incurred on projects for accurate profitability tracking.
Read guideOverview of your payroll with pay runs, costs, and summaries.
Read guideManage employee records, departments, and positions.
Read guideDefine payroll schedules (weekly, fortnightly, monthly).
Read guideGenerate, view, and print employee payslips from pay runs.
Read guideSet up point of sale terminals for in-store transactions.
Read guideProcess sales transactions at the point of sale.
Read guideTrack shift-based sales with opening and closing balances.
Read guideAnalyse sales performance across terminals and sessions.
Read guideManage your products and services catalogue.
Read guideManage multiple storage locations and track stock per warehouse.
Read guideMove stock between warehouses with a transfer record.
Read guideCorrect stock levels for damaged, lost, or miscounted items.
Read guideOrganise items into categories for easier management.
Read guideOverview of filings, deadlines, and compliance status.
Read guideTrack and manage statutory filings with Companies House.
Read guideTrack share ownership, equity distribution, and share transactions.
Read guideManage shareholder records and their holdings.
Read guideDefine different classes of shares with their rights and restrictions.
Read guideManage employee share option schemes and grants.
Read guideAccept online payments on invoices through Stripe.
Read guideImport your data from Xero, QuickBooks, Sage, or FreeAgent.
Read guideSubmit VAT returns directly to HMRC through Numbors.
Read guideConnect to 2,500+ banks for automatic transaction import.
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