---
title: "Finance"
url: https://flexie.io/resources/finance
---

# Finance

Quote-to-cash: quotes, invoices, payments, products, taxes, and the bookkeeping underneath.

- [Overview](https://flexie.io/resources/finance/overview.md): The full Finance area at a glance. A deal becomes a quote, the quote converts to one or more invoices, invoices collect payments, and the books keep themselves balanced underneath.
- [Accounting](https://flexie.io/resources/finance/accounting.md): Behind every invoice and every payment, Flexie writes the bookkeeping for you. Chart of accounts, double-entry journal entries, balance sheet, all kept in step with what you've billed and what you've collected.
- [Convert to Cash](https://flexie.io/resources/finance/convert-to-cash.md): The smart bridge from a quote to one or more invoices. Down payments, percentage and fixed-amount billing, and a guarantee that you never invoice more than 100% of the quote total.
- [Invoices](https://flexie.io/resources/finance/invoices.md): The bill you send a customer. Created on its own or, more often, from a quote. An invoice is the moment a sale becomes real revenue in your books.
- [Payments](https://flexie.io/resources/finance/payments.md): Recording the money that comes in against your invoices. Partial or full, multiple payments per invoice, with the payment status updating itself as you go.
- [Products](https://flexie.io/resources/finance/products.md): Everything you sell. Physical products with stock, services billed by the hour, day, or job. Products are the building blocks every quote and every invoice is made of.
- [Quotes](https://flexie.io/resources/finance/quotes.md): A price offer to your customer, before any money changes hands. Build it from products, send it as a PDF, and when the customer agrees, turn it into an invoice.
- [Taxes](https://flexie.io/resources/finance/taxes.md): Define each tax rate once, attach it to the products it applies to, and Flexie does the maths everywhere, quotes, invoices, accounting.