What’s New in Your Certanta Portal
Invoicing, a cash-flow forecast, a monthly pack you can forward, and a portal that works on your phone. Here is what has changed for Certanta clients this month.
Send invoices without leaving your books
Many of our clients raised invoices in one tool and kept their books in another — so every invoice was typed twice. Now you can raise them from your Certanta portal.
- Your letterhead. Your company’s name, address and logo on every invoice, with your payment instructions at the foot. Chinese company names and addresses print correctly.
- Numbered for you. In sequence, and a number is never used twice.
- Emailed as a PDF. We send each invoice to your customer, and their replies come to you, not to us. You can take a copy for your own inbox.
- In your books straight away. The sale is recorded the day you issue the invoice, so your monthly figures are complete.
- Matched when it’s paid. When the payment reaches your bank feed, it is matched to the invoice. Paid some other way? Mark it as paid and your bookkeeper confirms it.
- Mistakes fixed properly. Voiding an invoice reverses it in your books, and the number stays used — as your auditor expects.
Invoicing is an add-on for clients on monthly bookkeeping. Ask us to switch it on.
A cash-flow forecast built from your books
The new forecast shows the next 13 weeks, week by week. It starts from your real bank balances and open invoices, and it is honest about timing: a customer who usually pays three weeks late is expected three weeks late. Regular payments — rent, salaries, subscriptions — are picked up from your history and confirmed by your bookkeeper before they count.
A monthly management pack
Your monthly books update now comes with a short PDF: the month’s results, the balance sheet, who owes you and whom you owe, the cash outlook and the deadlines coming up. It is laid out to be forwarded as it is — to a director, a bank or an investor — and you can download it from your portal at any time.
One to-do list
Questions from your bookkeeper and receipts we still need now sit on one list in your portal, and you answer them there. A bank line goes on it only when it has been waiting two weeks for a receipt, and bank charges, interest and transfers between your own accounts never do.
Your portal on your phone
Every page of the client portal now works on a phone. Check a statement, answer a question, snap a receipt or send an invoice, wherever you are. Add it to your home screen and it opens like an app.
Want any of these switched on?
Or a walkthrough of how they would work for your company. Email us or message us on WhatsApp — a real person reads every message.
Contact usThis article describes features of the Certanta client portal as of the date above. It is general information, not advice for your specific situation.