Know who owes what.
Without chasing spreadsheets.
Budspot keeps invoices, payments, balances and client credit organized against every order — so your books and your sales tell the same story.
Core capabilities
Financial clarity built into sales
Pending payments
See every submitted sales order with the amount owed and payment status, and convert orders to purchase orders when needed.
Payment log
Record payments by method against the right order.
Payment accounts
Organize the accounts your money moves through.
Client credit
Track credit applications, balances and transactions.
Order logs
An audit trail of changes on every sales order.
Invoices
Branded PDF invoices generated from sales orders.
How it works
From invoice to reconciled
Step 1 of 4
Invoice the order
Invoice the order
Generate a branded invoice straight from the sales order.
- PDF invoice
- Line items & totals
- Payment terms
Where it fits
Operational finance — next to your accountant’s tools
Budspot organizes the day-to-day money side of sales. Keep your dedicated accounting platform for tax and general ledger.
The old way
- Payments tracked in a separate spreadsheet
- Guessing which invoices are overdue
- Client credit tracked on paper
- Sales and finance numbers never match
With Budspot
- Payments recorded on the order they belong to
- Outstanding balances visible instantly
- Client credit tracked in the CRM
- One set of numbers for sales and finance
Outcomes
Get paid with less effort
Visibility
Receivables you can see in seconds.
Time saved
No double entry between sales and finance.
Accuracy
Payments tied to the exact order and client.
Healthier cash flow
Spot unpaid orders before they age.
Connected ecosystem
The last mile of every sale
Orders from sales and fulfillment become invoices, payments and reports.
Get started today
Bring order to your receivables
Track every invoice and payment in the same place you sell.
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