ClerkOps Money

A practical place for invoices, bills, expenses and payments. Keep balances, due dates and the records behind them together whether you freelance, run a side business, work as a sole proprietor or manage a growing team.

Wanjiku DesignsINV-0042 · Due 10 Oct
Part paid
Invoice totalKSh 48,500
KSh 30,000 receivedKSh 18,500 left
  1. Invoice sent3 Oct · PDF with your logo
  2. M-Pesa payment · KSh 30,0006 Oct · ref QJK4TY2LMP
An everyday example

A client pays part of your invoice. What next?

Record the invoice, add the payment you received and keep the remaining balance in view. The due date appears in your calendar and owner notifications, so the next follow-up is easier to plan.

01

Invoices that look like your business

Add your details, logo, line items and payment instructions. Prepare PDF invoices, quotations, receipts and statements that you can download and share yourself. These are standard working documents, not certified eTIMS invoices.

02

Every payment has a place

Record full or partial payments against a client invoice or supplier bill. Track what remains outstanding and keep the reference close to the transaction. ClerkOps records payments you enter; it does not move money.

03

A calendar for what is due

See upcoming and overdue invoices in a payment tracklist, calendar and notifications. Current reminders help the account owner stay organised. Automatic emails or SMS to customers are planned.

04

Less starting from scratch

Enter records yourself or upload a supported readable invoice for a Clerky draft when processing and file scanning are connected. Review names, amounts and dates before saving.

05

Useful records when you need them

View financial summaries and export records for your own review or tax preparation. Keep personal, freelance and business records clearly separated where needed, and take your working files with you.

What to bring

Start with one record.

  • An invoice, supplier bill or expense to record
  • Amounts, dates and the other party’s details
  • Payment references for amounts already paid

You can build up the rest as you go. New accounts start with 100 free Clerky Coins every month.

Understand beta access and Clerky CoinsFree to start, no card