Getting Started with Macra BMS

Add Your Customers

Start in Customers: add each customer's contact details and location. Every quotation, invoice, payment, and delivery note you create is tied back to a customer profile, so you always have a full history in one place.

Create a Quotation

In Quotations, build a line-item quote for a customer and send it. Once they accept, convert it straight into an invoice, no re-typing needed.

Invoice and Get Paid

From Invoices, generate a PDF, email it to your customer, and record payments as they come in.

• Large orders can be split into a downpayment invoice and a final balance invoice
• Each invoice tracks Pending, Partially Paid, and Paid status automatically
• Every payment recorded generates a downloadable PDF receipt

Dispatch with Delivery Notes

For physical goods, raise a delivery note under Delivery Notes with driver, vehicle, and shipping details, and capture a signature on delivery.

Plan with Budgets

In Budgets, set an income target and expense limit for a period, then track actual spend against it as expenses come in.

Track Expenses

Log every business expense under Expenses, attach a receipt image, and categorize it so it rolls up correctly into your budgets.

Manage Your Team

Under User Management (Admin accounts only), add staff logins with role-based access, so everyone has exactly the access they need.

Keep an Eye on Your Subscription

The Subscription page always shows your trial or plan status. Renew any time to keep creating new records, everything you've already created stays accessible either way.