For Business Business tools

Customers → deals/follow-ups → quotation → sales documents

1. 01Free

   Customer details

   Set customer names, addresses, VAT details and credit terms for sales documents.

   Free within book limits

2. 02Pro

   CRM: deals, customers & follow-ups

   Open deals, customer history and follow-ups linked to book documents.

   View/export: On screen · customer segments CSV

3. 03Free

   Quotations

   Open quotations or choose to create a customer draft.

   Free within book limits

4. 04Free

   Invoices

   Open invoices and review their references and amounts owed.

   Free within book limits

5. 05Free

   Delivery notes

   Open delivery notes before issuing a document or preparing a label.

   Free within book limits

6. 06Free

   Single quotation, invoice & receipt maker

   Fill in a standalone PDF; it is not saved to Books and does not issue tax invoices.

   View/export: Standalone PDF

Supplier → purchase/expense bill → stock receipt when applicable → accounting

1. 01Free

   Supplier details

   Set supplier names, addresses, VAT details, credit terms and contacts to reuse in purchase bills.

   Free within book limits

2. 02Free

   Record a supplier bill / expense

   Choose a supplier, enter an expense bill, and review VAT and withholding before saving.

   Ordinary bills are free; itemized purchase with stock receipt requires Pro

3. 03Pro

   Purchase & receive goods

   Record an itemized supplier bill and review VAT and cost before confirming receipt.

   Opens a draft form; stock posts only after confirmation

4. 04Free

   Landed cost estimate by SKU

   Enter lot purchase values and charges, allocate by quantity or value, and review each SKU’s estimated cost.

   Manual estimate · THB and one quantity unit · No bill links, accounting or stock adjustment · Download before leaving

   View/export: SKU cost preview · CSV with allocation evidence

5. 05Free

   Expenses & supplier bills

   Review ordinary expenses, received tax invoices and withholding details.

   Free within book limits

6. 06Free

   Customers & suppliers

   Keep contacts and document details to reuse in the same company.

   Free within book limits

Products → purchase/receive → stock/count → delivery note → label

1. 01Free

   Products & services

   Set up goods, services and variants before using them in documents.

   Stock tracking and variants require Pro

2. 02Pro

   Purchase & receive goods

   Record an itemized supplier bill and review VAT and cost before confirming receipt.

   Opens a draft form; stock posts only after confirmation

3. 03Free

   Landed cost estimate by SKU

   Enter lot purchase values and charges, allocate by quantity or value, and review each SKU’s estimated cost.

   Manual estimate · THB and one quantity unit · No bill links, accounting or stock adjustment · Download before leaving

   View/export: SKU cost preview · CSV with allocation evidence

4. 04Pro

   Stock: receipts, counts & movements

   Review on-hand goods, receive and count stock, and inspect recorded costs.

   View/export: On screen · on-hand inventory XLSX

5. 05Free

   Delivery notes

   Open delivery notes before issuing a document or preparing a label.

   Free within book limits

6. 06FreeVAT registered

   Delivery note / tax invoice

   Combined delivery and tax documents for VAT-registered companies.

   Free within book limits

7. 07Free

   Shipping labels

   Fill in and review a shipping label before downloading its PDF.

   Prefill from issued DO/DT requires Pro and starts from that document

   View/export: PDF

8. 08Free

   Barcode generator

   Create a barcode from an entered code; it does not update book stock.

   View/export: PNG / SVG

9. 09Free

   Edit Excel

   Review or edit a local file; rows are not automatically imported into Books.

Sales/delivery → billing/tax → receipt/corrections → expenses/reports

1. 01Free

   Landed cost estimate by SKU

   Enter lot purchase values and charges, allocate by quantity or value, and review each SKU’s estimated cost.

   Manual estimate · THB and one quantity unit · No bill links, accounting or stock adjustment · Download before leaving

   View/export: SKU cost preview · CSV with allocation evidence

2. 02Free

   Quotations

   Open quotations or choose to create a customer draft.

   Free within book limits

3. 03Free

   Invoices

   Open invoices and review their references and amounts owed.

   Free within book limits

4. 04Free

   Delivery notes

   Open delivery notes before issuing a document or preparing a label.

   Free within book limits

5. 05FreeVAT registered

   Delivery note / tax invoice

   Combined delivery and tax documents for VAT-registered companies.

   Free within book limits

6. 06FreeVAT registered

   Invoice / tax invoice

   Combined invoice and tax documents for VAT-registered companies.

   Free within book limits

7. 07FreeVAT registered

   Tax invoices

   Open tax invoices and review seller, buyer and reference details.

   Free within book limits

8. 08Free

   Billing notes

   Open billing notes or select eligible documents to gather.

   Free within book limits

9. 09Free

   Receipts

   Open receipts and review what they settle; opening this list records no payment.

   Free within book limits

10. 10FreeVAT registered

    Receipt / tax invoice

    Combined receipt and tax documents for VAT-registered companies.

    Free within book limits

11. 11FreeVAT registered

    Credit notes

    Review existing notes; create one from an issued tax invoice.

    Free within book limits

12. 12FreeVAT registered

    Debit notes

    Review existing notes; create one from an issued tax invoice.

    Free within book limits

13. 13Free

    Expenses & supplier bills

    Review ordinary expenses, received tax invoices and withholding details.

    Free within book limits

14. 14Pro

    Purchase & receive goods

    Record an itemized supplier bill and review VAT and cost before confirming receipt.

    Opens a draft form; stock posts only after confirmation

15. 15Free

    Withholding certificate (50 tawi)

    Fill in a standalone certificate or review an expense handoff.

    Book handoff requires Pro

    View/export: Standalone PDF

16. 16Free

    PromptPay QR

    Create a payment QR manually; this does not confirm a bank receipt.

    View/export: PNG / SVG / PDF

17. 17Free

    Single quotation, invoice & receipt maker

    Fill in a standalone PDF; it is not saved to Books and does not issue tax invoices.

    View/export: Standalone PDF

Staff → attendance/leave → review payroll → confirm → slips/expenses

1. 01Pro

   HR: staff, payroll, leave & attendance

   Choose an HR task and review payroll before confirmation links it to expenses.

   GPS requires cloud sync and an employee link

2. 02Free

   Net salary calculator

   Review salary and deduction figures with the standalone calculator.

3. 03Free

   Single payslip maker

   Fill in a standalone payslip without confirming a book pay run.

   View/export: Standalone PDF

4. 04Free

   Severance pay calculator

   Calculate from entered details and review the accompanying explanation.

5. 05Free

   Withholding certificate (50 tawi)

   Fill in a standalone certificate or review an expense handoff.

   Book handoff requires Pro

   View/export: Standalone PDF

Choose a report → company/period → review totals/sources → supported export

1. 01Free

   Book overview dashboard

   See revenue, receipts, expenses, receivables and a 12-month chart for the open company.

   Based on recorded entries and completeness warnings

   View/export: On screen

2. 02FreeVAT registered

   Sales tax report

   Choose a month and review sales tax documents and completeness warnings.

   View/export: On screen · PDF / XLSX

3. 03FreeVAT registered

   Purchase tax report

   Review received tax invoices and input VAT treatment in recorded entries.

   View/export: On screen · PDF / XLSX

4. 04Free

   Withholding tax summary (PND3 / 53)

   Review recorded withholding and certificates still owed.

   View/export: On screen · PDF / XLSX

5. 05Free

   Receivables by age (today)

   Review outstanding balances by customer and source document as of today.

   View/export: On screen · PDF / XLSX

6. 06Pro

   CRM: customer history, pipeline & follow-ups

   Open CRM and choose deals, customers or follow-ups; customer segments export as CSV.

   View/export: On screen · customer segments CSV

7. 07Pro

   On-hand inventory & stock cost

   Open Stock for quantities, average costs, value, COGS and movements.

   View/export: On screen · on-hand inventory XLSX

8. 08Pro

   HR: payroll & working lists

   Open HR → Payroll for payslips and PND1, SSO and bank working lists for the selected run.

   GPS requires cloud sync and an employee link

   View/export: Payslip PDF · working lists PDF / XLSX; attendance/leave on screen

9. 09Free

   Edit Excel

   Review or edit a local file; rows are not automatically imported into Books.

10. 10Free

    Merge PDFs

    Combine downloaded documents to share yourself.

    View/export: PDF