“Working with KORE.CO has been phenomenal. Their unwavering dedication to fulfilling requests and delivering top-notch service showcases their professionalism and reliability.”
Invoicing, billing and payouts in one ledger.
Invoices that chase themselves, subscriptions, retainers, purchase orders and cash flow across every channel.
Days sales outstanding
Automated reminders on a schedule collect faster than a person who means to call.
Invoices paid online
When there is a pay button in the email, most people just press it.
Manual reconciliation
Payments match to invoices and orders automatically, including partials.
To send an invoice
From an existing customer record, with your terms and branding already applied.
From quote to cash
Every step where money usually gets stuck.
From quote to paid, on one timeline
Customers and a catalog of products underneath; everything you sell, one-time, recurring or prepaid, is built from those records.
Estimates
Send a quote the customer can review, accept or decline on the document itself. When they accept, it becomes the invoice in one step, without retyping the work.
- Accept or decline on the quote
- One step from quote to invoice
- Deposits collected up front
Invoices
Line items, discounts, fees, sales tax, shipping and notes, with a due date. Charge immediately or send it and collect later, by card or bank transfer, with partial payments and refunds kept current.
- Pay link, portal or card on file
- Card and ACH bank transfer
- Partials, refunds and live status
Reminders & collection
Reminders follow up before the due date and after it. Once an invoice ages past your rules, it can move into collection instead of being quietly forgotten.
- Reminder ladder by email and SMS
- Collection rules you define
- Escalation to an owner task
Subscriptions
Recurring billing weekly, every two weeks, monthly, quarterly or yearly. Each cycle raises the invoice and charges the method on file, with trials, plan changes, add-ons, coupons and proration handled properly.
- Trials, plan changes and add-ons
- Coupons and proration
- Ending and trial notices
Retainers & packages
Collect money up front and draw it down as work is invoiced, so retainers stay separate from ordinary invoices. Or sell a packaged offering, sessions or a bundle, with its own purchase flow.
- Retainers separate from invoices
- Draw-down against work billed
- Packages and session bundles
Purchase orders
Incoming POs from customers and outgoing POs to vendors, each with its own number, dates, line items, tax, deposit percent and delivery terms, moving from draft to completed with payment tracked separately.
- Draft to completed workflow
- Incoming PO becomes an invoice
- Outgoing PO becomes a vendor bill
Every payment method
Card, ACH, digital wallet and card-on-file, plus cash and cheque recorded manually.
Multi-currency
Invoice in the customer’s currency and report in yours.
Stored cards
Tokenised, so repeat customers do not re-enter details and you hold no card data.
Customer portal
Customers see their invoices, history and receipts without emailing you for a copy.
Accounting export
Clean exports for QuickBooks, Xero and your accountant’s preferred format.
Credit notes
Refunds, adjustments and credit notes with a reason code and an audit trail.
Sales checkout
Staff create the customer, pick products and take payment in one sitting.
Service jobs
Operational work attached to the invoice when it is more than a bill.
One ledger, not four exports
The reason cash flow is hard to see is that the money arrives in different places. Counter payments, online orders, invoices and subscriptions all settle here, which is what makes the number on the dashboard trustworthy.
- Counter, online, invoice and subscription in one view
- Payments matched to the order behind them
- Partial payments handled without manual fixes
- Aged receivables always current
- Exports your accountant will accept
Built and supported in Frisco, Texas
What operators say
Restaurants, dealerships, clinics and franchise groups run their day on Kore. Here is what they say when we are not in the room.
Questions about Finance Management
Talk to someone who sets this product up for a living.
They work together. Merchant Processing is the account that moves the money and sets your rate. Payment System is the layer above it: quotes, invoices, subscriptions, chasing and reporting.
Yes. Deposits on quotes, progress billing on longer jobs, and fixed instalment plans on a stored card with automatic retries if one fails.
No, and it should not. It handles the sales side (invoicing, collection and receivables) then exports cleanly into QuickBooks, Xero or whatever your accountant uses.
Dunning handles it: automatic retries on a schedule, an email to the customer with a link to update the card, and an alert to you if it still fails.
Yes, through a portal on your domain where they can download receipts and pay anything outstanding without emailing you.
Yes, in one step each way. An incoming PO from a customer becomes the invoice that bills it. An outgoing PO to a vendor becomes the bill you owe, which you can pay by ACH, from your Kore balance or by printed check through Online Banking.
Yes. Save their bank details with their authorization and collect invoices and subscriptions by ACH, the same way you take cards.
Pairs well with
Every Kore app shares the same customer record: adding one makes the others smarter.
Ready to see Finance Management on your own data?
Twenty minutes, screen shared, using your real numbers. No slide deck, and we will tell you honestly if it is not the right fit.
- No setup fee
- Live in days, not months
- Cancel any module anytime
Not ready to talk? Take the monthly email.
What we shipped, what broke, and the occasional customer number. One email a month.