Invoices and tax
Issue invoices with your country's tax rate and send them from SmallERP.
Tax Invoice
INV-2026-0412
Brightwater Supply Co.$4,250.00
Sales tax$212.50
Total$4,462.50
Every supplier bill checkedbefore you pay it.
SmallERP compares each bill with its purchase order and with what you have already paid. When something is off, you get a card with the numbers and decide what happens. Nothing is paid or sent until you approve it.
No credit card. Works with Zoho Books, Odoo, Xero and QuickBooks.
For shops, wholesalers, service firms and workshops with 5 to 50 people.
www.smallerp.ai/dashboard
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Admin Dashboard
Complete overview of your business operations
+3
8
Total Accounts
+2
2
Active Projects
−5
6
Pending Tasks
+12%
$24,155
Outstanding
8 items low on stock
Review inventory levels
4 unpaid invoices
Total: $24,155.25
All Pending Tasks
Tasks across all projects
Confirm order quantitiesmedium
Source cables from suppliermedium
Create purchase order for bulk stockhigh
Arrange delivery logisticsmedium
Send invoice to Northline Steelmedium
Calendar
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3 eventstoday
Where the money goes
Most of what a small business loses is in paperwork nobody had time to check.
Bills that don't match the order.
A supplier bills more units, or a higher price, than the purchase order said. If nobody compares the two, it gets paid.
Example: $3,780 billed against a $2,070 order.
The same bill paid twice.
The invoice arrives by email and again on paper, or two people settle the same supplier. Getting the money back takes weeks.
Invoices nobody chased.
An invoice is three weeks late and nobody has written to the customer, because everyone assumed someone else had.
Keep the books you already have.
SmallERP works alongside Zoho Books, Odoo, Xero and QuickBooks. Your records stay where they are. The agents check the bills, payments and expense claims in them, and you get a card when one needs your decision.
Zoho BooksOdooXeroQuickBooks
Features
Your invoices and your stock in one system.
When you send an invoice, SmallERP takes the items out of stock, records the tax, posts the journal entry and adds the amount to what that customer owes you. Nobody enters it twice.
Inventory
Stock for every location, with an alert when an item runs low.
Cement 50kg
SKU-2341
42
Steel rebar 12mm
SKU-1892
3 · low
Sand · grey
SKU-0756
18
Sending invoices
Invoices and payment reminders go to your customer by email.
Email
To: accounts@brightwater.example
Invoice INV-2026-012 · $12,450
Sent 12:04 PM
Cashflow
What each customer owes you, as of today.
Cashflow · last 7 days
+$128k
Branches
Sales and stock for each branch, and the total across all of them.
Denver · Baker
$42,180
Austin · East Side
$28,640
Ask a question
Type a question such as "which invoices are overdue?" and get the list back.
Show me overdue invoices
3 invoices past due · $8,210 total
INV-0382 · Kestrel Builders14d late
INV-0391 · Brightwater Supply7d late
INV-0401 · Northline Steel2d late
What one invoice does
Send an invoice and the rest of your books update with it.
The stock goes down, the tax is recorded, the journal entry is posted and the customer's balance goes up.
Activity · today
Kestrel Builders LLC
Live
- 09:02INV-2026-012 sentBrightwater Supply · $12,450 · Email
- 09:47Payment received$12,450 · marked PAID
- 09:47Stock auto-deductedCement 50kg × 100 · SKU CMT-050
- 09:47Sales tax logged$593.00 · Q2 2026 return
- 09:47Journal entry postedA/R → Revenue + Tax Payable
- 09:47Receipt sent via EmailBrightwater Supply · delivered
- 10:15Low-stock alertSteel rebar 12mm · 3 pcs remaining
Modules touched by this event
Waiting for trigger…
Invoice listIdle
INV-2026-012Submitted
InventoryIdle
Cement 50kg250 pcs
Tax ledgerIdle
Q2 2026 tax collected
$3,625.00
Journal entryIdle
Awaiting next transaction…
CashflowIdle
Email receiptIdle
No outbound yet.
Before and after SmallERP
Tax for the period
Added up by hand from several places
Totalled from the invoices you issued
Running out of stock
You find out when a customer asks
An alert when an item runs low
Sending an invoice
Save a PDF and attach it to an email
Sent from SmallERP
Chasing late payers
Whoever remembers, whenever they remember
A reminder ready at 7, 21 and 35 days late, sent when you approve it
Branch reporting
A spreadsheet per shop
Each branch and the total on one screen
What customers owe
Known at month-end
Known today, grouped by how late it is
Who changed what
Nobody can say
Every change is logged with the person who made it
How it works
How you start
01
Tell us about the business.
On a call we go through how you invoice, buy and get paid, and which checks matter most to you.
02
Connect your books, or start in SmallERP.
If your books are in Zoho Books, Odoo, Xero or QuickBooks, they stay there, and the agents check your records in them. Otherwise, bring your customers and stock in from a spreadsheet.
03
Approve what the agents find.
Each finding arrives as a card with the numbers and the documents behind it. Nothing is paid or sent until you approve it.
Proof
Numbers from the businesses running on SmallERP.
99.9%
Uptime last 90 days
Two ways to start.
Use SmallERP on your own for free. Talk to us when you want agents working in your books.
SmallERP
Free
Invoicing, stock, purchasing and expenses for your team.
- Invoices with your country's tax rate
- Stock and purchase orders
- Expense claims
- Standard financial reports
- Customers, suppliers and projects
No credit card.
Recommended
SmallERP Agents
By consultation
We look at how your business runs, then agree which agents to set up and what each one checks.
THE AGENTS
- Invoice Validation Agent · AP Bill Clerk
- Bank Reconciliation Agent · Reconciliation Analyst
- Invoice Chaser · Receivables Collections Officer
- Bill Capture · Accounts Payable Document Clerk
- Duplicate Payment Guard · Payments Control Officer
- Expense Auditor · Expense Compliance Auditor
- Data Hygiene · Records Completeness Clerk
Works with Zoho Books, Odoo, Xero and QuickBooks.
FAQ
Questions, answered.
Tell us how your business runs and we'll show you what the agents would check.
No credit card.