📄Invoicing & Accounting
Plock automates invoice creation and integrates with accounting software to keep billing and financial records in sync — from usage calculation through to ERP dispatch.
Invoice types
Plock generates several types of invoices automatically:
In advance
Start of a billing period, for fixed fees
In arrears
End of a billing period, for usage-based charges
Overage
When usage exceeds a committed minimum
One-off
Ad-hoc charges outside the regular subscription cycle
Credit
To correct or reverse a previous charge
Compensation
When a mid-period change requires settling the difference on an already-invoiced period — Plock credits the old rate and charges the new rate for the remaining days automatically
Proration
Invoices for partial billing periods are automatically prorated. If a subscription starts mid-period or a change takes effect partway through, Plock calculates the exact amount owed for the days covered.
Accounting integrations (ERP)
Plock integrates directly with accounting systems to dispatch invoices automatically:
Fortnox — Swedish accounting system
Microsoft Business Central — ERP system
Netvisor — Finnish accounting system
Kleer — Accounting integration
Once an invoice is created, it can be sent to your accounting software without manual data entry. Subscriptions can be configured to dispatch invoices automatically as soon as they are generated. You can also set a minimum invoice amount — invoices below the threshold are not dispatched automatically.
Accrued and deferred revenue
When invoices are sent to your accounting system, Plock can automatically generate accrual instructions alongside the invoice — so revenue is recognised in the correct accounting period rather than entirely in the month the invoice was issued.
Deferred revenue: For invoices billed in advance (e.g. an annual subscription invoiced on 1 January), Plock sends a monthly accrual schedule (1/12 per month) so revenue is spread across the service period.
Accrued revenue: For invoices billed in arrears, Plock recognises the earned revenue in the service period rather than the invoice date.
Accruals are enabled by configuring a deferred or accrued revenue account code in Settings.
Invoice tracking
Plock provides real-time status on every invoice: payment status, due dates, actual payment dates, and a full audit trail of all status changes.
Invoice splitting
Invoices can be split across cost centres or entities — useful when charges need to be distributed across multiple internal departments or legal entities.
Customer-friendly invoices
For usage-based products, invoices include a breakdown showing exactly what the account is being charged for — which products, how much consumption, and what rate was applied. Line item visibility is configurable: you can choose whether to show product names, plan names, and descriptions.
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