An interactive business case

One month. A connected business story.

Follow a fictional service order into an invoice, a partial receipt and a month-end review. Choose a date to see what has been recorded by that point.

Explore the exampleExplore the product

A CAD service example with taxes omitted from the illustration.

The example company

Example Studio

June 2026 · CAD

Fictional data · no business writes
Choose a checkpoint
Position in this example as of 6 June
InvoicedCAD 2,500.00
ReceivedCAD 0.00
Still openCAD 2,500.00
Received CAD 0.00 · open CAD 2,500.00
02

Invoice submitted

The completed service is invoiced against its source order. The invoiced amount and open receivable are both CAD 2,500.

Follow the source records

Records available by this date
Sales invoiceSubmitted

DEMO-SINV-0606

CAD 2,500.00

The submitted financial record for the service order.

Customer
Example customer
Record date
6 June
Linked source
DEMO-SO-0603
One service packageQuantity 1

Inspect related records while the position stays at 6 June.

What reached the books

The example invoice entry debits receivables and credits service revenue. No receipt has been recorded yet.

AccountDebitCredit
Accounts receivableCAD 2,500.00—
Service revenue—CAD 2,500.00

Debits and credits balance in this example entry.

Finance can review the source order, submitted invoice and resulting receivable together.

This is an interactive illustration, not a live company or an ERP screen capture. No document, payment or period is created.

Your own workflow

Start with a month you can explain.

Bring the source records, receipts and review questions for your company. Agree the setup and responsibilities before daily use.

Open ERPDiscuss your workflow
Is this a real company month?

It is a fictional CAD service case covering an order, invoice and partial receipt. Taxes, foreign exchange, inventory costs and opening balances need their own company setup and review.

What happens at the review checkpoint?

The example identifies the unpaid balance and its sources. It creates no new journal entry and performs no period sign-off. Actual closing checks and policies are reviewed in the ERP.