7. Financial Management
Track every unit from first client showing through to final delivery. Manage the full payment lifecycle — installments, collections, delays, penalties, refunds, payment plans, offers, and financial settings — all in one place.
Payments
Overview The Payments tab shows all installments that are due to be collected across all units in...
Delayed Payments & Extra Delayed Payments
Overview The system automatically moves overdue installments between tabs based on grace periods ...
Collection
Overview The Collection tab shows all payments that have been collected (paid) or refunded across...
Penalties & Client Benefits
Penalties Overview The Penalties tab shows all late payment penalties charged to clients — either...
Price Change
Overview The Price Change tool allows you to bulk update prices for units across a project by a p...
Manage Discount
Overview The Manage Discount tab lets you set the maximum discount percentage that each user role...
Manage Offers
Overview The Manage Offers tab allows you to create promotional offers that can be applied to uni...
Create Payment Plans
Overview Payment plans define how a unit's price is split into installments. They can be created ...
Unit Sales Pipeline
Overview The Unit Sales Pipeline tracks a unit from the moment it's shown to a client all the way...
Finance Settings
Overview Finance Settings controls all financial rules — delay periods, penalties, notifications,...