Outstanding

Quotations Pending

Total Collected

Pending Deliveries

Recent Activity

{{ row.number }} · {{ row.customer }}

No activity yet

Quick Actions

Monthly Sales

Invoice totals by month

Assistant

⚡ ERP Assistant

Channels

# {{ ch.name }}

Direct Messages

No teammates yet — invite one from Settings.

Online · creates docs instantly

{{ m.authorName }} · {{ m.timeText }}

View ›

NAME	COMPANY	PHONE	EMAIL	ACTIONS
{{ row.name }}	{{ row.company }}	{{ row.phone }}	{{ row.email }}

No customers found

Full Name

Company

Phone

Address

City / Town

STATEMENT OF ACCOUNT

As at {{ todayText }}

CUSTOMER

{{ currentStatement.customer.company }}
{{ currentStatement.customer.address }}
{{ currentStatement.customer.phone }} · {{ currentStatement.customer.email }}

Total Billed

Total Paid

Balance Outstanding

Invoices

NUMBER	DATE	TOTAL	PAID	BALANCE
{{ inv.number }}	{{ inv.dateText }}	{{ inv.totalText }}	{{ inv.paidText }}	{{ inv.balanceText }}

No invoices for this customer

Payment History

RECEIPT	DATE	METHOD	AMOUNT
{{ r.number }}	{{ r.dateText }}	{{ r.method }}	{{ r.amountText }}

No payments recorded

NAME	UNIT	PRICE	ACTIONS
{{ row.name }}	{{ row.unit }}	{{ row.priceText }}

No products found

Product / Service Name

Unit

Unit Price (ZMW)

Filter by status {{ docRowsCountText }}

NUMBER	CUSTOMER	DATE	{{ docCol2Label }}	{{ docAmountLabel }}	STATUS	ACTIONS
{{ row.number }}	{{ row.customerName }}	{{ row.dateText }}	{{ row.col2Value }}	{{ row.amountValue }}	{{ row.statusText }}

No {{ docLabelLowerPlural }} found

Customer

Leave blank for a walk-in customer

Date

Valid Until

Due Date

Payment Method

DESCRIPTION	QTY	UNIT PRICE	LINE TOTAL
			{{ it.lineTotalText }}

Notes

Discount %

Tax (VAT) %

Subtotal{{ formTotals.subtotalText }}

Discount-{{ formTotals.discountText }}

Tax+{{ formTotals.taxText }}

Total{{ formTotals.totalText }}

NO. {{ currentDoc.number }}

{{ currentDoc.companyAddress }}
{{ currentDoc.companyContact }}

{{ currentDoc.number }}

BILL TO

{{ currentDoc.customer.company }}
{{ currentDoc.customer.address }}
{{ currentDoc.customer.city }}
{{ currentDoc.customer.phone }}
{{ currentDoc.customer.email }}

{{ currentDoc.numberLabel }} {{ currentDoc.number }}

{{ currentDoc.dateLabel }} {{ currentDoc.dateText }}

{{ currentDoc.col2Label }} {{ currentDoc.col2Value }}

From Quotation {{ currentDoc.linkedQuotationNumber }}

Converted to {{ currentDoc.linkedInvoiceForwardNumber }}

Invoice {{ currentDoc.linkedInvoiceBackNumber }}

Delivery Note {{ currentDoc.linkedDeliveryNumber }}

#	ITEM / DESCRIPTION	QTY	RATE	AMOUNT
{{ it.rowNumber }}	{{ it.description }}	{{ it.qty }}	{{ it.unitPriceText }}	{{ it.lineTotalText }}

Subtotal{{ currentDoc.subtotalText }}

Discount-{{ currentDoc.discountText }}

VAT ({{ currentDoc.taxPercentText }}%)+{{ currentDoc.taxText }}

Total (ZMW){{ currentDoc.totalText }}

Amount Paid{{ currentDoc.amountPaidText }}

Balance Due{{ currentDoc.balanceText }}

PAYMENTS RECEIVED

{{ r.number }} · {{ r.dateText }} · {{ r.method }} {{ r.amountText }} ›

ACCOUNT DETAILS

{{ currentDoc.bankLine1 }}
{{ currentDoc.bankLine2 }}
{{ currentDoc.bankLine3 }}
{{ currentDoc.bankLine4 }}
{{ currentDoc.bankLine5 }}
{{ currentDoc.bankLine6 }}

NOTES

Comments

{{ c.authorName }} · {{ c.timeText }}

No comments yet — mention a teammate with @FirstName.

NUMBER	CUSTOMER	INVOICE	DATE	METHOD	AMOUNT
{{ row.number }}	{{ row.customerName }}	{{ row.invoiceNumber }}	{{ row.dateText }}	{{ row.method }}	{{ row.amountText }}

No receipts found

SALES RECEIPT

PAID

Receipt

RECEIPT

NO. {{ currentReceipt.number }}

RECEIPT

{{ currentReceipt.number }}

CUSTOMER

Receipt#: {{ currentReceipt.number }}

Receipt Date: {{ currentReceipt.dateText }}

Invoice: {{ currentReceipt.invoiceNumber }}

Method: {{ currentReceipt.method }}

#	ITEM / DESCRIPTION	QTY	RATE	AMOUNT
{{ it.rowNumber }}	{{ it.description }}	{{ it.qty }}	{{ it.unitPriceText }}	{{ it.lineTotalText }}

Subtotal{{ currentReceipt.subtotalText }}

Discount-{{ currentReceipt.discountText }}

VAT ({{ currentReceipt.taxPercentText }}%)+{{ currentReceipt.taxText }}

Total Paid (ZMW){{ currentReceipt.amountText }}

ACCOUNT DETAILS

{{ currentReceipt.bankLine1 }}
{{ currentReceipt.bankLine2 }}
{{ currentReceipt.bankLine3 }}
{{ currentReceipt.bankLine4 }}
{{ currentReceipt.bankLine5 }}
{{ currentReceipt.bankLine6 }}

Company Logo

Shown in the sidebar and on every quotation, invoice, and delivery note. Drop a new image to replace it.

Upload logo for {{ activeCompanyName }}

Saved only to the active company. PNG, JPG or WebP, up to 2 MB.

Company Details

Company Name

Address

Phone

Bank / Payment Details

Bank Name

Account Name

Account Number

Branch Number

Branch Name

SWIFT Code

Document Numbering

Set the prefix and next number for each document type — it keeps counting up automatically from there.

Next: {{ nr.preview }}

Document Template

Controls the layout of printed quotations, invoices, delivery notes and receipts.

Accent Color

Server Connection

Connected automatically to the secure LBS server.

Team Members

Everyone with access to {{ activeCompanyName }}.

Invite a teammate

Quotations

Invoices

Delivery Notes

Total Receipted

Outstanding by Customer

Nothing outstanding

Top Billed Items

No billed items yet

Filter by status {{ cdRowsCountText }}

DOCUMENT	AUTHORITY	REFERENCE	EXPIRES	STATUS	ACTIONS
{{ row.name }} {{ row.category }} · {{ row.fileName }}	{{ row.authority }}	{{ row.reference }}	{{ row.expiryText }}	{{ row.statusText }}	View

No documents found. Add your PACRA, ZRA TCC, NAPSA and other compliance documents here.

Document Name