Everything you need, wherever you are
Your business at a glance
Manage your customers and suppliers
Prelude makes it easy for you maintain important contact details and much more.
Customer invoices and purchases
Process sales invoices and credit notes and account for purchases.
On screen or printed, produced as PDFs, emailed as HTML or attachments and configurable to include just the transactions you want to display to your customers. This is a great tool to help you manage credit control.
Sales and Purchase history
No limit on the number of transactions you can enter and the full history can be displayed.
Set the payment terms for each customer/supplier to automatically determine the due date for payment.
Discounts and special prices
Integrated Products and Services special prices and discount bands to automatically populate individual customer/supplier special prices.
Store VAT registration number, default VAT code and EC country code for each customer and supplier.
Payments on account
Process customer payments on account to be matched against invoices at a later date.
Record specific notes for each individual customer/supplier.
Products & Services
Maintain as many products and services as you need, it’s easy.
Description and notes
Brief, summary or detailed text reproduced consistently in every invoice.
Buying and selling prices
Invoices are automatically populated with standard prices when the appropriate prices are defined in products/services and customer/supplier maintenance.
Multiple selling prices and discount bands
Maintain several special selling prices and discount bands and integrate with customer and supplier maintenance to automatically implement your pricing policies.
Date-based promotional pricing
Set a promotional price to be effective between specific dates.
Producing professional, complete and correct customer invoices is important.
Personalise your invoices with a logo, preferred colour scheme and layout.
Save and preview
You can save and preview your invoices any number of times before you finalise and record them in your accounts.
No limit on invoices
At first we thought that this goes without saying, but some accounting software sets limits on these. We don’t.
Print, preview, PDF and email
The invoice document is displayed on screen from which you can print a hard copy, produce a PDF file or email directly to your customer. You can re-print an invoice any number of times.
Integrate with Customer, Supplier, Products and Services
Default VAT codes, special selling prices and discounts in customer maintenance and product maintenance are automatically populated in your invoice details for you to accept or override.
VAT is calculated automatically and recorded for reporting in your VAT returns.
Narrative and notes
Enter narrative to be printed on the invoice and notes for internal reference that are not printed on the invoice.
Credit notes and refunds
Credit notes are entered in exactly the same way as invoices and existing invoices can easily be used to create a credit note or a template for a similar invoice, saving time and improving accuracy.
VAT can be a headache, but not with Prelude, producing VAT returns is reduced to a few clicks.
Multiple VAT rates
Prelude supports all the VAT rates and analyses the Inputs and Outputs to support the figures in your VAT returns.
Invoice and Cash accounting, Flat-rate schemes
If permitted by legislation, small businesses should take advantage of the cash-flow and profit benefits of the cash-accounting and flat-rate schemes.
EC Sales list
Co-ordinate your VAT codes with customer, supplier and product maintenance to produce EC Sales lists.
Your VAT return figures are presented to you in a familiar report, from which you can submit your VAT return to HMRC digitally. Every figure provides a drill-down link to the detailed underlying transactions.