Your invoicing.Built around your business rules.
Start with ready-to-use software for invoices, expenses and amounts due. Then work with Shappy to adapt tracking fields, approvals and views to the way your company manages its finances.
See what was invoiced, what arrived and what is missing.
Clara prepares her cash review. An invoice is partly settled, an expense awaits review and a document needs checking.
- 01
Prepare the document
Review the customer, lines and amount before approval.
- 02
Track the outstanding balance
Distinguish the original amount, allocations and balance on each invoice.
- 03
Prepare the review
Bring invoices, expenses and due dates together to explain figures through references to their source records.
From a document line to the amounts review.
Open linked records to understand a balance and trace every amount.
Track balances invoice by invoice.
Allocate up to €500 at a time. The balance falls without ever going below zero.
Financial reviews that fit your business.
Tell Shappy what needs to change. Watch your software take on your way of working.
Your software, your rules
Add a follow-up owner and next review date to partly settled invoices. Bring them together in our follow-up view.
Watch the transformation
Take your software for a spin.
Switch views, open a record and try the available actions. Linked records show how the workflow fits together.
Prepare records your accountant can work with.
Financial transfers rely on stable references and approved amounts. You decide which external accounts to connect.
- Accounting software
Customers, invoices, expenses and supporting references to export.
What is needed : Your accountant approves field mapping, codes and format.
- Peppol
Invoice and credit-note data to prepare a UBL document, validate it and follow an authorised transmission.
What is needed : You define the participant, the documents to exchange and network response tracking with Shappy, then check them before use.
- Bank or payment provider
References, dates and amounts to reconcile with invoices.
What is needed : For PayPal, you link your account and check the payment flow before use.
- Sales and purchasing
Customer and accepted lines on one side; supplier and expense on the other.
What is needed : Define approvals and shared identifiers before cross-application transfers.
Check an invoice and its balance.
- 01
Choose representative documents
An invoice, a partial payment and an expense with its supporting-document reference.
- 02
Agree conventions
Confirm currencies, rounding, taxes and document rules with the relevant people.
- 03
Set up your review
Define the approvals and tracking information specific to your company. Check the changes and balances with the person who keeps your accounts.
Your questions before choosing your software.
Can we adapt our financial controls?
Yes. Start with invoices, expenses and balances, then evolve your application with Shappy: analysis fields, owners, approvals or review views. Changes are checked against your records before use.
Is this a complete accounting system?
The software tracks your documents, expenses and balances. Your accountant stays in charge of bookkeeping, filing and closing.
Is a bank connection included?
It depends on your account and your bank. You define the transfer with Shappy, then check it before use.
Do invoices meet my country’s requirements?
You check your country’s wording, taxes, formats and obligations before use, with your accountant if needed.
How are partial receipts handled?
The record retains its original amount and the remaining balance. Each allocation is capped at that balance, and you confirm the reconciliation in the application.
Can we attach and open files?
Each record keeps its document references and notes, so you find the right document at the right time.
Your financial workflow starts here.
An invoice, a partial payment and your review habits: start with the existing software and define the changes your business needs.
Bring a representative record and your working rules. We will define data migration and the first changes to check.