Accounting / Commercial clarity

The relationship matters.So do the numbers.

Keep sight of the commercial side of your practice. CRMZI brings proposals, invoicing, recorded income, expenses and accounts alongside the clients and projects behind them.

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For independent advisers, consultants and relationship-led practices.

CRMZI / Financial overview

Avery Studio

Advisory engagement · Illustrative example

Invoiced

$12,000

Payment status

Awaiting payment

InvoiceINV-1024

Due date30 November

AccountConsulting revenue

Relationship. Commitment. Commercial context.

Illustrative workspace · No customer data

From agreed fee to invoice

Bring the same professionalism to getting paid.

Clear billing is part of a well-managed engagement. Keep the practical details ready before it is time to send the invoice.

Use the right billing details

Select a saved client or vendor to populate the contact person, email, phone and billing address. Review or adjust the details for the invoice.

Make the terms clear

Add itemised services, quantities and prices. Choose payment terms or a specific due date, set GST treatment and include payment instructions in your notes.

Keep a usable invoice register

Preview and print the document, including saving it as a PDF through your browser. Update the invoice status as it is sent or paid; payment status is maintained by you.

Income & expenses

Know what has come in. See what has gone out.

For an independent professional, a clear view of the recorded activity can make the next business conversation a better-informed one.

Record income and costs

Add a date, type, account, client or vendor, description and amount. Income is shown as a credit and expenses as a negative amount.

Find the details when you need them

Search, filter and edit your transactions. Export the current view to CSV for your own review or to share with your accountant.

Review the recorded position

See totals for recorded revenue, expenses and the resulting net position. These figures reflect the records you enter, rather than a live bank balance or a complete statutory set of accounts.

Chart of accounts

Structure behind a clear financial view.

Organise your records in a way that makes a review with your accountant more productive.

Start with an Australian-oriented structure

Browse account codes, account types and tax treatment. Search or filter the chart to find a relevant category.

Adapt the account list

Add an account for your practice, open its details or edit an existing account. Keep your naming and categorisation consistent as the business develops.

Keep review tasks visible

Use the books checklist as a prompt to record transactions, match invoice payments, review categories and consider opening balances. Your accountant can advise on the appropriate treatment.

A closer look

Questions worth asking.

Is CRMZI a replacement for my accountant?

No. CRMZI organises everyday client and financial records. Your accountant remains the right person to advise on tax, accounting treatment and reporting obligations.

Are bank feeds, payroll and BAS lodgement included?

No. The features described here cover manually recorded income and expenses, invoices, an editable chart of accounts and financial snapshots. Bank feeds, payroll and direct BAS lodgement are not included.

Does an invoice mark itself paid when money arrives?

No. You update invoice status as payments are received. Creating an invoice does not automatically create an income transaction; record the payment in income and expenses when appropriate.

Can I produce an invoice PDF?

Yes. Preview the invoice and choose Print / PDF, then use your browser’s Save as PDF option. Client contact details, invoice lines, dates, tax treatment and notes appear on the document.

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