Qualify
Assign each enquiry to a salesperson and convert a qualified prospect to one shared customer identity.
Professional services
Connect client billing, supplier costs and a small team.
Typical roles
Also built for
- Professional services
- Small agencies
- Local service businesses
What changes for this team
configured at rolloutProfessional service businesses need a practical connection between the work won, the invoice sent and the cash collected. ERP for Small Business gives the owner and bookkeeper a shared customer identity while the sales team follows opportunities and activities. It fits a single-entity operation using a home-currency ledger, with configured foreign-currency billing where the required rate and settlement mappings have been verified.
Prepare invoice
Describe the agreed professional service, retain the originating opportunity and check prices, terms and tax inputs before requesting review.
Issue invoice
Have Owner review the exact document revision. Record approved accounting once and track delivery separately, so an email retry cannot duplicate revenue.
Collect payment
Retain the actual customer receipt, currency and confirmed settlement evidence. An unconfirmed connector response does not establish money received.
Apply cash
Allocate confirmed receipts to the customer's open balances. Keep partial settlement, overpayments and corrections traceable without applying the same amount twice.
Lead-to-cash for this team
-
01
Qualify
Qualify
-
02
Prepare invoice
Prepare invoice
-
03
Issue invoice
Approval requiredIssue invoice
-
04
Collect payment
Collect payment
- 05
Apply cash
Apply cash
Same records, same gates. The configuration changes how the process runs for this team.
Workspace previews
StatusUnmatchedProposed
| Statement Line Number | Bank Account | Statement Date | Amount | Description |
|---|---|---|---|---|
| BSL-33162 | COA-120 | 08 Sep | 340 | Unmatched bsl-438 |
| BSL-72076 | COA-150 | 12 Sep | 900 | Proposed bsl-993 |
| BSL-28191 | COA-130 | 09 Sep | 340 | Unmatched bsl-366 |
| BSL-59493 | COA-110 | 29 Sep | 330 | Proposed bsl-144 |
| BSL-38907 | COA-140 | 05 Sep | 440 | Unmatched bsl-171 |
| BSL-95430 | COA-120 | 28 Sep | 710 | Proposed bsl-741 |
StatusConfirmedPartiallyAppliedApplied
| Payment Number | Customer | Payment Date | Amount | Currency |
|---|---|---|---|---|
| PR-18827 | CUS-097 | 06 Sep | 140 | CRR-856 |
| PR-76347 | CUS-035 | 12 Sep | 840 | CRR-895 |
| PR-81630 | CUS-146 | 14 Sep | 310 | CRR-856 |
| PR-40644 | CUS-072 | 09 Sep | 330 | CRR-285 |
| PR-88000 | CUS-222 | 11 Sep | 860 | CRR-768 |
| PR-80610 | CUS-021 | 16 Sep | 960 | CRR-791 |
not Cancelled
- XK: PR-34305, 19 Sep to 25 Sep, Draft
- HK: PR-49115, 21 Sep to 26 Sep, Calculated
- XZ: PR-66963, 16 Sep to 21 Sep, PendingApproval
- DS: PR-48083, 18 Sep to 25 Sep, Approved
- PG: PR-13189, 17 Sep to 19 Sep, PartiallyPaid
- HL: PR-90556, 26 Sep to 28 Sep, Paid
Typical roles
Roles and permissionsOwn business decisions and company settings within the single-entity workspace. Independent approval requires a different authenticated person from the preparer or claimant.
Prepare invoices, bills, payment allocations, journals and bank reconciliation. Payroll access is aggregate journal totals only.
Work own assigned leads, opportunities and activities; read assigned customer invoices without finance or payroll access.
Maintain employee records and prepare payroll. Independently decide assigned leave and expenses within the approved policy.
Use own published payslips, leave requests and expense claims. Private documents remain scoped to the authenticated employee.
Modules
-
Invoicing
Create customer invoices and follow the balance through to payment.
-
Payroll
Prepare pay with the right review and follow every payment outcome.
-
Bookkeeping
Keep journals, bank evidence and period results connected.
-
Sales pipeline
Give every lead an owner and every opportunity a next step.
-
Bills and expenses
Keep supplier bills and employee reimbursements moving with clear decisions.
-
People and leave
Keep employee records and leave decisions clear for a small team.
Relevant reports
Reports and analyticsProfit and Loss
Read posted revenue and expenses in home currency for the selected accounting period.
Cash Movement
Explain changes in explicitly classified cash accounts, including payroll, expenses, fees and transfers.
Balance Sheet
Read assets, liabilities, equity and current earnings from the reconciled posted trial balance.
Common questions
All questionsHow do I get started?
Click Start now, then use Proto to configure ERP for Small Business for your business. Set up your workflows, import your data and invite your team.
Related questionWhat does this small business ERP include?
Customer invoicing, bills and employee expenses, general ledger and bank reconciliation, a sales pipeline, employee records, leave and reviewed payroll preparation. It is designed around one legal entity with explicit role permissions.
Related questionDoes it include inventory or manufacturing?
The product catalog supports billing goods and services. This edition does not include warehouse quantities, stock movements, bills of material or work orders. Use the corresponding operational system when those capabilities are needed.
Related questionCan we use foreign currencies?
Home currency is the default. Foreign-currency invoices and receipts require supported rate sources, original and home-currency amounts, settlement conversion and realized-FX mappings. Unsupported combinations must be resolved before posting.
Related questionIs payroll calculated automatically for every country?
No. Payroll uses a verified provider or customer-approved configuration for the actual country, frequency and effective employee inputs. Coverage, rounding and deductions must be tested during implementation; selecting a country does not prove compliant payroll or filing.
Related questionCan the owner prepare and approve the same record?
Independent gates require different authenticated people. When Owner prepares the work or is the expense claimant, another appropriately authorized person must make the decision. The implementation must arrange that assignment rather than bypass the gate.
Related questionWhen does a payment become paid?
Only after verified final settlement evidence matches the beneficiary, amount and currency. Pending, failed or uncertain requests remain visible and cannot reduce outstanding balances as if cash had moved.
Related questionCan one receipt pay several invoices?
Yes. PaymentAllocations applies confirmed available value across matching invoices for the same customer. Partial payments and unapplied balances remain separate, with atomic checks against over-application.
Related questionWho can see payroll detail?
Authorized HR / Payroll and Owner users can inspect permitted detail. Employees see their own published statements. Bookkeeper can use aggregate accounting totals without unrestricted access to salaries or individual statements.
Related questionCan we change a closed accounting period?
Closed periods reject new or backdated postings. A permitted correction requires an authorized reopen reason and new revision, followed by reconciliation and renewed close. Earlier journals and close evidence remain retained.
Related question