Invoice Management System

IMS is a full-featured invoicing system designed with the flexibility for use in virtually any industry where product or service invoicing is needed. IMS offers detailed invoice creation, cash management and robust reporting features.

Invoice Management

Capture even the most complex invoicing information without binders or manual documents.


  • Invoice input & maintenance
  • Invoice sending & tracking
  • Internal review & approvals
  • Line-item dispute tracking
  • Excel import for large invoices or external system data

IMS on the Go

Manage your IMS data at meetings, client sites and anywhere else.

IMS on the iPhone & iPad lets you quickly and securely:

  • Manage invoices
  • Approve invoices
  • Access Standard reports
  • Email reports as PDF attachment

Cash Management

Track and apply cash without a spreadsheet in sight!


  • Check entry/maintenance
  • Apply cash/checks to invoices
  • View cash posting details and edit comments when needed
  • Reverse cash posting
  • View and apply credit balances


Get back to basics! Includes functionality to maintain and close the books.

Accounting functionality supports:

  • Journal entry creation
  • Prior Month Adjustments
  • Account maintenance
  • Audit tracking
  • Tracking by both Activity Month and Billing Month

Counterparty Admin

Important Company and Contact information is easily maintained.

Stores complete information including:

  • Company names
  • Company types
  • Contacts maintenance
  • Banking Information
  • D-U-N-S Numbers ®
  • Multiple addresses
  • And More!

Contract Management

Simple, yet effective, Contract Management.


  • Contracts by Company/Product
  • Date-effective contract-based pricing
  • Default Purchase Order information
  • Affiliate contracts

Product Management

Maintain product and unit of measure information effortlessly.


  • Product Type
  • Create/Modify Audit Data
  • Units of Measure
  • Comments Associated with Products and Units of Measure

Additional Highlights

Scalability and flexibility to meet all your needs.

  • Detailed audit trail
  • Role-based User security
  • Invoice & Check locking
  • n-tier architecture
  • SQL Server database
  • On-going support
  • Customization available


Access all data quickly and easily. Standard and Flex reports make reporting simple.

  • Fast data retrieval
  • Aging & customer-based reports
  • Flex Reporting - easy to use ad hoc reporting
  • Multiple format output: PDF, Excel, CSV
  • Custom report development available