Give delivery a clear structure
Split discovery, design and development into stages, with dates, agreed amounts and client confirmations. Use tasks and attachments to make handoffs between colleagues easier to follow.
Explore Work →Keep delivery, people and commercial records organised as more colleagues join. Explore six industry examples, with clear responsibilities across the modules and financing options for both sides of a transaction.
An agency is adding account managers and specialists while delivering several client websites and ongoing support agreements.
Split discovery, design and development into stages, with dates, agreed amounts and client confirmations. Use tasks and attachments to make handoffs between colleagues easier to follow.
Explore Work →Organise employee details and documents. Add onboarding and time records as the team grows. Use onboarding to give each new employee a consistent start.
Explore People →Keep payout and deduction records ready for the accountant, with salary access restricted to the right people. Keep pay preparation with designated colleagues as the team grows.
Explore Salaries →Organise orders and incoming invoices for specialist services, equipment and other business purchases. Let colleagues prepare orders while purchase approval stays with authorised people.
Explore Purchasing →Record the website quote, capture acceptance and manage the invoices that follow. Use recurring billing for ongoing services when needed. Keep accepted terms visible in the records used by the people delivering the work.
Explore Sales →Bring recorded account balances and expected project payments into a cash-flow plan. Keep expected receipts separate from money already received. Give the office the cash book and keep the right to pin a rate with the person who owns the books.
Explore Accounting →Your role depends on the transaction. These are separate examples of optional financing, not two fees on the same transaction.
Illustrative amounts using the calculator’s current 2.95% one-time fee for this term. Both scenarios assume eligibility, approval and an agreement.
The client has confirmed a completed website stage worth €12,000.00. Payment is due in 30 days. You request earlier payment.
Fee deducted: €354.00
Your client pays €12,000.00 on the agreed date, in 30 days.
A freelance developer has delivered an agreed integration and invoiced €4,000.00. You request 30 days to pay this supplier invoice.
Fee added to your repayment: €118.00
You repay €4,118.00 on the agreed date, in 30 days.
You are the agency delivering the website.
After an eligible stage is delivered and confirmed, request earlier payment instead of waiting for the client’s due date. This can help you plan the next project’s costs.
You are buying specialist services.
For an eligible supplier record, request more time to pay. After approval and agreement, the specialist receives payment while you repay on the agreed date.
Examples show possible uses, not approved financing. Eligibility, supporting documents, review and a separate agreement are required. Check available terms and fees in the financing calculator. Salaries records do not initiate payroll payments.
A closer look at the purchases, services and payment timing behind business financing.
Financing for advertising on digital platforms.
Financing for payments to freelance service providers.
Financing for outsourced social media management.
Participant names are withheld and descriptions generalised for confidentiality. Terms relate to individual cases; new financing is subject to review and agreement. These examples do not establish eligibility for every transaction.
Start with the workflow that crosses the most hands. Agree who keeps records up to date, who approves purchases and who prepares information for the accountant, then bring in more modules as needed.
The modules and Power add-ons are free. Financing is optional and priced separately.