FIN

Finance

Client and provider payments tracked against every case — balances, partial payments, discounts and settlements in one live ledger.

  • Client & provider ledgers side by side
  • Partial payments, discounts & must-pay
  • Group by base reference, running balances
Finance — finance screen in Quark
Finance — payment history screen in Quark
Finance — export screen in Quark
Finance — client history screen in Quark
Part of Quark

Finance shares the same case as every other module.

Quark is one platform, not a bundle of tools. Finance runs on the same case record, the same contacts and the same login as every other part of the platform — on your own servers.

See Quark on your own cases.

Book a walkthrough and we'll show the platform running against a real assistance workflow.