What it does
| Screen | For |
|---|---|
| Invoices | Client invoices raised here, payable by card. |
| Subscriptions | Recurring services, billed on a schedule. |
| Coupons | Discounts, fixed or percentage, with expiry. |
| Payment accounts | The processor configuration money arrives through. |
A client pays through their own portal, under your brand. The payment is recorded here and settles against the invoice — and where Accounting is also in use, the settlement flows back so the ledger and the portal agree.
Invoices
£62,400 outstanding across 41 clients
| Invoice | Client | Brand | Amount | State |
|---|---|---|---|---|
| NW-2041 | Meridian Group | Northwind Trading | £1,200.00 | Paid |
| NW-2040 | Acme Inc | Northwind Trading | £850.00 | Sent |
| NS-0311 | Coastline Ltd | Northwind Studio | £2,400.00 | 9 days late |
| NW-2038 | Fielding & Co | Northwind Trading | £450.00 | Paid |
It is also the platform's payment rail
This module is where erp.io itself collects money. The shell decides what your workspace owes — it owns the membership records, so it is the only thing that can count seats — and the portal collects it, because the payment processor relationship already lives here behind a webhook that has been taking money for a long time.
The split is deliberate. Standing up a second payment integration in the shell would have meant two services holding live keys for the same processor account, two webhook endpoints to keep in step, and two answers to "did they pay". One writer, one answer. See Billing and plans.
If the payment rail is not configured for a deployment, the plan cards say "Talk to us" instead of offering a button that would fail. That is a deliberate choice — a customer who has decided to pay should not discover the failure after clicking.
What this does not do
Overdue is a state and a reminder. There is no escalating collections workflow.
Tax is applied as configured, not computed by jurisdiction.
An invoice is paid or it is not.
Card payment through the processor.
Cards are entered at payment time.
Questions
Do clients see other brands' invoices?
No — their own company, their own brand.
Can we issue a credit note?
Yes, against an invoice.
Does this replace Accounting?
No. The portal collects; the ledger records. Use both if you keep books.
Related
Raising, sending, chasing and settling invoices in erp.io — including how the customer record relates to CRM and how payments come back through the portal.
Billing and plansThe erp.io plan ladder, how seats are counted, what is metered on top, and which parts of billing are live today.