CROTMS connects billing entities, client balances, invoice creation, receipt posting, and running ledger visibility so service teams can move from work completed to money tracked without jumping across tools.
This public page mirrors the real structure in CROTMS: invoice creation tied to clients and services, receipt capture with payment details, ledger visibility by client, and a dashboard that keeps collection performance readable.
Build invoices from billing entity, client, dates, tasks, services, and line items without losing control over amounts or due terms.
Record incoming money with payment method detail, split payments, and invoice-aware receipt linking for more reliable bookkeeping.
Track billed, collected, advance, and closing balance across clients and financial years from dashboards and ledgers that are easier to scan.
It is built from your actual `Create Invoice` template: billing entity selection, searchable client linking, invoice and due dates, and the line-item table where totals are formed.
I modeled this from the real receipt template, including client and entity selection, payment method handling, split rows, and the ledger-after state that tells operators what happens the moment the receipt is posted.
This last section is based on your invoice dashboard and client ledger templates: KPI cards for the year-level picture, then a running debit-credit ledger for the account-by-account truth underneath.
Use it across consulting firms, agencies, legal offices, operations teams, and service businesses that need client-linked finance, collection follow-up, and cleaner ledger visibility.
Create invoices and receipts without losing client or entity context.
Track outstanding balances and receipt posting with clear ledger movement.
Read billed, collected, and overdue performance from a single dashboard.
Move from client work to invoice creation without breaking workflow continuity.