COMPNET Books

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COMPNET Books
Guide

Dashboard

Collected this month
Spent this month
Net this month
Outstanding A/R

Open invoices

Invoices

Estimates

Recurring billing

Invoices are generated automatically on each plan's billing day. Plans with auto-send enabled are emailed to the customer with their payment link.

Customers

Services

Your price list for labor and hourly work. Start typing a service name in any invoice, estimate, or recurring line and it autocompletes with the rate filled in.

Parts

Hardware and materials you resell. Records an informational SKU and your cost alongside the sell price — no stock tracking.

Income

Every dollar received — invoice payments plus income recorded outside an invoice (counter card batches, bank transfers, interest, refunds).

Expenses

Reports

Exports for your accountant: P&L CSV · Invoices CSV · Payments CSV · Expenses CSV

Profit & loss (cash basis)

A/R aging

Year-end tax package

Everything your accountant needs for filing season: Schedule C-mapped P&L, GRT summary, 1099-NEC candidates, and payment register. Print it or send with the CSV exports above.

Year-end tax package

Everything your accountant needs for filing: full-year P&L by category, income by month, GRT summary, and 1099-NEC candidates from contract labor. Prepared numbers, not filed forms.

USVI gross receipts

Settings

Payments & portal

iPOSpays (Salty Locs / Dejavoo)

Card on file (iPOS Transact)

Lets you store a customer's card token (never the card) and charge it for recurring invoices. Enable per customer in the Customers tab. Use Test connection to check a scope value without charging anyone — whichever value authenticates is the one to save in the Scope field above.

PayPal (Pay with crypto)

Enable per invoice with the crypto checkbox in the invoice editor. Test in Sandbox before switching to Live.

Email (Google Workspace SMTP)

Text messages (AWS End User Messaging)

Only customers with a mobile number and “OK to text” ticked can be messaged. Anyone who replies STOP is blocked automatically by AWS and should be marked opted out here.

Email notifications

Customer reviews

Users

Roles: owner = everything · manager = everything except Settings · staff = daily work, no deletes/reports/price changes · accountant = read-only.

Integrations

Loading webhook URLs…

Passwords are set with the OWNER_PASSWORD and ACCOUNTANT_PASSWORD environment variables — see the README.

New customer

To = main recipient(s) · CC = visibly copied · BCC = copied without other recipients seeing.
Tick only if the customer signed the consent box on the intake form or agreed to the verbal script.

New project

New invoice

DescriptionQtyRate
$0.00

Record payment

New expense

New estimate

DescriptionQtyRateBilling
$0.00

New recurring plan

Requires a saved card and the customer opted in.
Tip: use {month_year}, {month}, {year}, or {prev_month_year} in the plan name or any line description — they fill in automatically on each generated invoice (e.g. “IT support — {month_year}” becomes “IT support — July 2026”).
DescriptionQtyRate
$0.00

New service

New part

Add user

Email statement

Select the invoices to include. The customer receives one email listing them with individual pay links.

Two-factor authentication

Email statement

Choose which outstanding invoices to include. The email lists each one with its own pay link.

Import from bank

Choose a transaction file from your bank. Only withdrawals are imported as expenses — deposits are ignored. You'll review everything before anything is saved.

Takes a CSV or a PDF statement downloaded from online banking. A scan or photo of a mailed paper statement can't be read — there's no text in it to extract.

Import income from bank

Choose the same Bank of St. Croix CSV. Only deposits (credits) are shown. Card batch deposits, internal transfers, and deposits matching payments you already recorded are unchecked automatically so your income isn't double-counted — leaving only untracked income (e.g. a customer who paid by bank transfer without an invoice).

Import credit card statement

Download a transactions CSV from your card (American Express or Capital One). Each purchase becomes an expense, pre-categorized from the card's own category. Payments to the card and refunds are excluded automatically — so the payoff you see on your bank statement is never double-counted.

Transactions

DateNameReferenceAmount

New income

Attachment

100% Download

Record payment on selected invoices

New opportunity

Charging card on file

Import QuickBooks history

Export from QuickBooks: Reports → Transaction List by Date, filtered to Payment and Sales Receipt, then Export to CSV. Anything already recorded here is detected and unticked, so income is never counted twice.

Send invoice

Check image

Attach a scan or photo of the check or deposit slip for this payment.

Write off invoice

The invoice, its line items and any payments already recorded are kept. It simply stops counting as money owed to you, and drops off A/R aging and customer statements. You can restore it at any time, and recording a payment restores it automatically.