Smart Books
Team sign-in — shared debtor data
Email
Password
🔐 Sign In
Create Team Account
First time? Create an account, then ask a teammate to confirm/invite you if signups are restricted.
Smart Books
Debtor Management System — First Time Setup
Company Name
*
Registration No
Tax / VAT No
Address
Phone
Email
Default Currency
SCR
USD
EUR
GBP
Card Commission %
Financial Year Start
🚀 Create Company & Launch →
Smart Books
Debtors
Main
📊
Dashboard
Records
👥
Customers
🧾
Invoices
💳
Payments
🔗
Set-Off / Allocations
Books
💵
Cash Book
📝
Cheque Book
🏦
Bank Book
Reports
📅
Age Analysis
📄
Statements
System
⚙️
Data Management
Dashboard
Add New Customer
✕
Customer Code
*
Customer Name
*
Contact Person
Phone
Email
Credit Limit
Payment Terms (days)
Currency
SCR
USD
EUR
GBP
Status
Active
Inactive
Add Invoice
✕
Customer
*
Customer Name
Type
*
Invoice
Opening Balance
Credit Note
Invoice Number
*
🔄 Auto
Amount
*
Currency
SCR
USD
EUR
GBP
Invoice Date
*
Due Date
Description
Source Ref No
Record Payment
✕
Customer
*
Customer Name
Payment Date
*
Gross Amount
*
Method
EFT
Cheque
Cash
Credit Card
Debit Card
Debit Order
Set-Off
Currency
SCR
USD
EUR
GBP
Card Commission (
2.5
%):
0.00
Net to Bank:
0.00
Bank Reference / Cheque No
Set-Off / Allocate Payment
✕
Customer
*
Click an invoice to select it
Enter customer code above
Click a payment to select it
Enter customer code above
Invoice No
*
— Select Invoice —
Payment Ref
*
— Select Payment —
Amount
*
↩ Reverse Set-Off / Un-Allocate
✕
⚠️ Reversing a set-off restores the amount to the payment's unallocated balance and reopens the invoice.
All Allocations
Confirm
✕
Saved
✕
New Cash Entry
✕
Date
*
Type
*
Receipt (In)
Payment (Out)
Transfer to Bank
Amount
*
Reference
Description
*
Narration / Notes
New Cheque Entry
✕
Date
*
Cheque No
*
Amount
*
Type
Cheque Received (In)
Cheque Issued (Out)
Payee / Payer
Bank
Status
Pending
Cleared
Bounced
Cancelled
Description
New Bank Entry
✕
Date
*
Type
*
Direct Deposit (In)
Card Payment (In)
Withdrawal (Out)
Transfer from Cash Book
Bank Charge (Out)
Gross Amount
*
Card Commission (
2.5
%):
0.00
| Net Received:
0.00
Reference
Description
*
Notes
Import / Export Data
✕
📤 Export
📥 Import
Download data as CSV files. Open in Excel or any spreadsheet application.
👥
Customers
📤 Export CSV
🧾
Invoices
📤 Export CSV
💳
Payments
📤 Export CSV
⚠️ Import will ADD records. Existing records are not deleted. Duplicate invoice numbers will be skipped.
👥 Customers
Code, Name, Contact, Phone, Email, CreditLimit, Terms, Currency, Status
📂 Upload CSV/Excel
🧾 Invoices
InvoiceNo, CustomerCode, Type, Amount, Date, DueDate, Description, Reference, Currency
📂 Upload CSV/Excel
💳 Payments
Reference, CustomerCode, Date, Amount, Method, BankRef, Currency
📂 Upload CSV/Excel
