Invoicing and CRM for firms that sell their time
Win work with the CRM, send quotations and invoices with payment links, and bill retainers every month. Track time-based work as projects and see what each client is worth.
Made for
- Accountants and auditors
- Law firms
- Consultants
- Architects and engineers
- Marketing and creative agencies
- IT and software firms
What you'll use
- Quotations, invoices and payment links
- Recurring retainers
- CRM: leads, deals and follow-ups
- Withholding tax on supplier payments
- Projects for client work
- Work reports from staff
The problems
What gets in the way, and how MannaBooks fixes it
Leads that go cold
Track leads and deals on a pipeline, with follow-up tasks so nothing is forgotten.
Clients who pay late
Every invoice has a private link to view and pay by M-Pesa. Statements and reminders go to anyone overdue.
Retainers billed late
Recurring invoices go out on the same day every month.
A day with MannaBooks
How the work flows
- 1
Follow up
See today's tasks and the deals in your pipeline.
- 2
Quote
Send a quotation from a deal; when it's accepted, the deal is won and the invoice is ready.
- 3
Bill
Invoices go out by email with a link to pay by M-Pesa.
- 4
Collect
Payments match to invoices; statements show each client what they owe.
Worked example
A consultancy
A client pays a monthly retainer of KES 80,000 plus VAT. The deal came in through the CRM.
- 1.The deal moves along the pipeline; the quotation sent from it is accepted and the deal is marked won.
- 2.A recurring invoice for KES 92,800 goes out by email on the 1st of every month, with a link to pay.
- 3.The client pays by M-Pesa from the link and the invoice is marked paid.
- 4.Over a year the client's statement shows 12 invoices and 12 payments, and the project shows the work done for them.
| Retainer before VAT | KES 80,000.00 |
| VAT at 16% | KES 12,800.00 |
| Invoice each month | KES 92,800.00 |
| A year's fees before VAT | KES 960,000.00 |
An illustrative example with made-up figures, not a customer.
Use cases
The jobs MannaBooks does for you
Win more deals
Leads, a deal pipeline and follow-up tasks, connected to your quotations.
Sell without keeping stock
Quote first, buy from your supplier once the client says yes, then invoice, and see what each order made.
Bill every month automatically
Recurring invoices for rent, fees, retainers and contracts, with reminders for late payers.
Cost every job
Projects with their own income, costs and profit, from quotation to final invoice.
Get paid by M-Pesa
Payment prompts to customers' phones, and paybill payments that match themselves to invoices.
Stay right with KRA
VAT on every document, withholding tax on payments, and the VAT summary for your return.
Questions
Can my accountant work in my books?
Yes. Invite them with the Accountant role. Accountants don't count towards your plan's team size.
Can clients pay online?
Yes. Every invoice has a private link where the client sees it and can pay by M-Pesa.
More questions? Read the FAQ or talk to us.
Other industries
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