PLATFORM · CAPABILITY
Quotes, invoices and payments
EveryonePlans prices work, turns it into a quote or an invoice, sends it, takes payment, and reconciles the result against a double-entry ledger — so the money side is the same records as the work side rather than a monthly export into something else.
01THE PROBLEM
Why this is worth having
The usual arrangement is that work happens in one system and money happens in another, joined by a person and a spreadsheet at month end. It works until it does not: a job gets invoiced twice, a deposit is not credited, and reconciling the difference costs more than the job made.
02HOW IT WORKS
The mechanism
- A quote is priced from the work, so accepting one creates the job rather than starting a second round of data entry.
- Money is stored as an exact decimal to six places, never as a floating-point number and never rounded on the way in. Rounding early is how books stop balancing, and it is unrecoverable once done.