---
# Generated by the help-docs job in equiapp (ci/help-docs-generator) from the
# help anchor 'FinancialAdministration'. Set generated to false to edit this page by hand; the job
# then leaves it alone.
title: Financial administration overview
summary: >-
  Manage all money flows in your stable – from pricing to invoicing and
  payments.
helpKey: FinancialAdministration
generated: true
---

# Financial administration overview

Financial administration helps stable owners and staff keep track of everything that becomes money – from setting prices to invoicing and recording payments. It is used by anyone who handles billing, bookkeeping or financial reporting.

## How it works together
1. **[Settings](/documentation/financial-settings/)** – define company details, VAT rates, income/expense categories and set prices for activities and services.
2. **[Recurring services](/documentation/service-contract-list/)** – create contracts for horses; each billing period automatically creates a billable item.
3. **[Expenses](/documentation/transactions/)** – record purchases from suppliers. From the **[View expense](/documentation/transaction-detail/)** page you can turn expense items into invoice items.
4. **[To invoice](/documentation/financial-client-invoicing/)** – see all pending billable items (activities, recurring services, orders, expenses, manual items). Fill missing data with **Add missing info**, select the rows you want to charge and click **Create invoice** (or use **Create invoice item** to add ad‑hoc items).
5. **[Invoice](/documentation/invoice/)** – edit the draft invoice, adjust line items, then click **Finalize invoice** to lock it, assign a number and send it.
6. **[Invoices](/documentation/invoices-list/)** – view all invoices, download PDFs, sync finalized invoices with your bookkeeping software and monitor their status.
7. **[Payments](/documentation/payments-list/)** – record incoming payments, link them to the corresponding invoice and update the payment status.
8. **[Manual invoice item](/documentation/manual-entry-detail/)** – edit or delete manually added items; changes are reflected the next time you generate an invoice.

## Good to know
- Only users with financial permissions can see these pages; others get a Forbidden notice.
- Items in **To invoice** that miss required fields show **Add missing info**; you must complete them before creating an invoice.
- Draft invoices can be edited at any time, but after **Finalize invoice** they become read‑only except for payment actions.
- VAT percentages and company data are maintained in **Settings** and **VAT percentages**; missing values will trigger a prompt.