Newsletter

Product news and soft furnishings tips — unsubscribe any time.

Privacy policy

ACE Online add-on

Financials

Payments and financial export

The ACE Online Financials add-on module is for businesses that want to streamline invoicing without leaving their curtain and blind estimating system.

Use it as a standalone option, or take advantage of export and import links with accounting packages such as Xero and QuickBooks.

Financials features

  • Create invoices from your curtain estimating system to send directly to customers
  • Make and track payment requests for soft furnishings jobs
  • Use the Day Book to manage payments received
  • Import ACE Online invoices into your accounts package

Common questions

What does the ACE Online Financials module do?

Financials helps you create invoices from ACE Online jobs, make and track payment requests, manage payments received in the Day Book, and export invoice data for accounts packages such as Xero and QuickBooks.

Do I need Xero or QuickBooks to use Financials?

No. You can use Financials on its own inside ACE Online. Export and import links with Xero or QuickBooks are available if you already use those packages.

Who is Financials for?

UK soft furnishing businesses that want invoicing and payment tracking tied to their curtain and blind estimates, without re-keying job details into a separate system.

How do I add Financials to ACE Online?

Contact CCM Ace and we will talk through pricing and set-up for your business. You can reach us from the contact page or request a short demo.