For owners who want to check the features and the plan before they buy.
Invoicing, POS, stock, purchasing, production, books and tax reports, each tagged with its plan.
Simplebks is one app for Nigerian SMEs: invoicing, POS, stock, purchasing, production, bookkeeping, bank matching and tax reports in a single account. This page lists what it does and which plan includes each feature, so you can check before you buy.
Plans: Free, Basic, Professional and Enterprise. "Basic and up" means Basic, Professional and Enterprise. See plans and pricing for users, businesses and add-ons.
Sell and get paid · POS and tills · Restaurants and bars · Products and stock · Buying and suppliers · Production · Bookkeeping and reports · Banking · Tax · Herbie AI · Branches, businesses and teams · Website and integrations · Partners · FAQ
More detail: Sales and invoicing · Get paid faster
| Feature | What it does | Plan |
|---|---|---|
| Invoices | Create, edit, amend and send invoices as a PDF by email or a share link. Record payments, reverse them, refund, and write off bad debt. Draft invoices can be deleted. | All plans (Free: 10 invoices a month, services only) |
| Product lines on invoices | Add stock items to invoices. | Basic and up |
| Quotations | Send a quote and convert it to an invoice. | Basic and up |
| Paystack payment links | Put a Paystack card-payment link on an invoice. The payment is recorded on the invoice automatically when the customer pays. Needs your Paystack account connected and the customer's email on the invoice. | All plans |
| Returns on unpaid invoices | Return goods against an unpaid invoice and reduce what the customer owes. | Basic and up |
| Waybills and delivery notes | Print a waybill or delivery note. Record partial deliveries. | Basic and up |
| Customer credit limits | Set a limit per customer. Going over needs the owner's approval. | Basic and up |
| Customer advances | Take a customer deposit and use it against later sales and invoices. | Basic and up |
| Invoice reminders | Tick the reminder option on an invoice and the customer is emailed 30 days and 7 days before the due date, if it is unpaid and has an email address. Customers with an unpaid invoice past its due date are also emailed automatically at 1, 7 and 30 days overdue, one email per customer covering all their late invoices. | All plans |
| Statements and balance letters | Open a customer statement and print it. Send a balance-confirmation letter to one debtor or to all of them. | Basic and up |
| Receivables and payables ageing | See who owes you and whom you owe, by age. | Basic and up |
| Payment batch runs | Settle several of one customer's invoices, or several of one supplier's purchase orders, with a single payment. | Basic and up (settling purchase orders needs Professional and up) |
| Price groups | Create price groups that adjust the price list by a percentage, add a markup or margin on cost, or set fixed prices per product. Assign a group to a customer, a branch or the whole business. | Enterprise |
| Wholesale pricing | A second, lower price list for trade customers. Set a wholesale price on each product and mark customers as wholesale. | Professional and up |
| Bulk price adjustment | Preview and apply a percentage or fixed-amount price change to many items, with history. | Professional and up |
| Minimum order quantity and multiples | Set a minimum quantity and an order multiple on a product or variant. Sales, invoices, POS, quotes and pre-orders refuse a quantity that breaks the rule unless a permitted user overrides it. | Professional and up |
| Open-price items | Sell an item with no fixed price at a price the seller types in, for users you permit. Entered-price sales appear in the Sold at entered price report. | Professional and up |
More detail: POS and checkout
| Feature | What it does | Plan |
|---|---|---|
| Registers and cash-up | Open and close registers, with a counted-against-expected cash-up and a register report. Record cash paid in and paid out. | Professional and up |
| Split payments | Take one sale in several parts: cash, bank transfer, card terminal, gift card, loyalty points or a customer's advance balance. | Professional and up |
| Returns, exchanges and voids | Full and partial returns, exchanges and voids, with a reason recorded. | Professional and up |
| Park a sale and credit sales | Hold a sale and pick it up later. Sell on credit to a customer. | Professional and up |
| Supervisor approval | When a cashier lacks the permission for an action, a supervisor approves with a PIN at the till or remotely from an approvals queue. Covers discounts, price edits, refunds, exchanges, loyalty and gift-card payments, credit sales and more. | Professional and up |
| Live register overview | One screen for today: sales, VAT and discounts, every register's cashier and status, tenders, top products and sellers, sales by branch, and registers closed with a variance. Refresh any time. Needs the permission to view it. | Professional and up |
| Quick keys | The till shows a one-tap grid of your branch's top sellers. Pin the products you want first. | Professional and up |
| Barcode and weighing-scale labels | Scan standard barcodes and weighing-scale labels. For products sold by weight, the weight on the label becomes the quantity. | Professional and up |
| Sell by carton or piece | One product with a conversion, for example 12 pieces to a carton, mixed in one cart. | Professional and up |
| Combos and bundles | Sell several products as one line. Stock comes off the components. | Professional and up |
| Price checker | Staff scan or search a price at the till, and a public kiosk link lets customers check a price themselves. Customers see the price and a stock band, never your cost. | Professional and up |
| Card terminals | Record a Moniepoint or OPay terminal payment, with its reference if you have one. It shows as unverified until it matches your bank reconciliation. | Professional and up |
| Promotions | Automatic discounts for set dates: percentage off, amount off, a fixed sale price, or quantity breaks. Apply to all products or by product, category, brand or tag. | Professional and up |
| Loyalty points | Customers earn and redeem points at the till. | Professional and up |
| Gift cards | Issue, redeem, top up, reissue and void gift cards. | Professional and up |
| Staff sales targets | Set a daily, weekly or monthly sales target (amount or units) for each staff member and track progress against it. | Professional and up |
| Customer display | A second screen showing the cart, subtotal, total and change. | Professional and up |
| Customer display ads | Your own images or hosted videos play on the customer screen while no sale is in progress. | Enterprise |
| 24-hour offline till | Approve a browser till so it keeps selling for up to 24 hours with no connection, then syncs when it reconnects. | Enterprise |
| Receipts | Print a thermal receipt (58 mm or 80 mm), download a PDF, email a PDF receipt, or share a receipt link by WhatsApp. | Professional and up |
| Waybill at the till | Print a delivery note with a sale. | Professional and up |
| Per-branch product visibility | Choose which branches can sell each product. It applies to the sales screens (POS and invoices) and needs more than one branch. | Professional and up |
More detail: POS and checkout
| Feature | What it does | Plan |
|---|---|---|
| QR menu | Publish a menu with a public link and a QR code. Customers open it on their phone. | Professional and up |
| Guest ordering | Guests order from their phone, from your QR menu or the QR code on their table. Staff accept each order, then bill it and record payment. | Enterprise |
| Floor plan, tabs and rounds | Tables, running tabs, rounds sent to the kitchen and bar, voids, transfers, merges, and bills split by item, by seat or equally. | Enterprise |
| Kitchen and bar screens | Each station sees and bumps its own tickets. | Enterprise |
| Tips, comps and prepaid tabs | Record tips, discount or comp a whole bill with a reason, and fund a customer's prepaid tab before ordering. | Enterprise |
| Mark an item sold out | Mark an item sold out from a kitchen or bar screen. It is hidden from the guest menu, guests cannot order it and staff cannot add it to a table. | Enterprise |
| Audit log | A before-and-after audit log of voids, comps, discounts, transfers, write-offs, tab merges, splits, tips and prepaid funding. Owners, admins and floor managers can view it. | Enterprise |
More detail: Inventory management · Stop stock losses
| Feature | What it does | Plan |
|---|---|---|
| Product catalogue | Products, services, categories, brands and tags. Free can add up to 20 services and no products. On Basic you can add products until your products and services together reach 200. Professional and Enterprise have no cap. | Basic and up (services on all plans) |
| Variants | Give a product size, colour or other options and edit price, SKU, barcode and stock for every variant in one grid. Each variant is stocked and sold as its own item. | Professional and up |
| Units of measure | Buy or sell in cartons or packs while stock is counted in pieces. Set the conversion per product (for example 1 carton = 12 pieces) and keep a saved list of units in Settings. | Professional and up |
| Duplicate barcode protection | Simplebks refuses a barcode already used by another product in your business. A Duplicate Codes screen lists older duplicates so you can fix them. | Basic and up |
| Barcode and QR labels | Print barcode or QR labels for your products, with name, SKU, barcode and price on each. | Basic and up |
| Multiple locations | Hold stock at several branches or warehouses, set a reorder level for each branch, and run branch reports. | Professional and up |
| Stock transfers | Move stock between your branches or between your own businesses. Transfers are approved before stock moves and can be received in parts. | Professional and up |
| Stock counts | Routine counts and opening-stock counts. Run a double count where two people count blind and a supervisor settles the differences. Assign counters and a reviewer, count by scanning barcodes, attach photos to items you add during a count, and print a blank count sheet. | Professional and up |
| Stock differences flagged | If a sale, purchase, transfer or return finds your branch stock figures or lots out of line with the product total, it still posts and opens a flag on the Stock Reconciliation screen for you to correct afterwards. Real shortages still block the sale. | Basic and up |
| Costing | Choose weighted average or FIFO costing for your stock in Settings, Sales and stock policies. | Professional and up |
| Lots and expiry | Turn on lot tracking for a product, record each lot's expiry date when you buy it, and get a reminder before it expires. The Expiring soon report lists lots by date. | Professional and up |
| Landed cost | On a purchase, the shipping or delivery amount is spread across the lines by value and added to each item's cost. Shipping only; duty is not included. | Basic and up |
| Low-stock alerts | Every night Simplebks checks each product against its reorder level and alerts you in the app when an item is at or below it, with an email summary when items newly run low. | Basic and up |
| Stock position report | Every product on hand and what it is worth, low and out of stock, by branch, day by day, and items sold but awaiting pickup. | Basic and up |
| Stock movement and planning reports | Stock movement: every unit in and out by type, damaged and lost, adjustments and count variance. Stock planning: reorder now, performance, ABC and ageing, and expiring soon. The Price changes tab is Professional and up. | Professional and up |
| Bulk import and update | Import products with opening stock and prices from CSV or Excel. Files can also carry variants, combos and lot tracking on Professional and up. Update existing products and contacts in bulk. | Basic and up |
| Archive and restore | Archive products, services and contacts and bring them back later. | All plans |
More detail: Purchasing and RFQ
| Feature | What it does | Plan |
|---|---|---|
| Purchase records | Record purchases and payments to suppliers. Product lines on a purchase need Basic and up. | All plans |
| Purchase orders | Create and approve purchase orders, receive in parts, flag excess deliveries and unexpected items for approval, amend an order, return goods, email the order to the supplier and pay against it. | Professional and up |
| Supplier credit | Pay a supplier before delivery and the payment is held as supplier credit. It is applied automatically when goods arrive on any of that supplier's orders. | Professional and up |
| Request for quote (RFQ) | Invite suppliers to quote, let them reply from a link with no login, compare their prices and award to purchase orders. Awards below a supplier's own stated minimum order quantity are refused. | Enterprise |
| Requests and Advances | Staff request approval before spending. Track cash advances and what is still owed back. Turn the module on in settings first. | Enterprise |
More detail: Production and manufacturing
| Feature | What it does | Plan |
|---|---|---|
| Recipes and bills of materials | Recipes (bills of materials) with versions, submit and approve, costing and recosting. Create many recipes at once from a file. | Professional and up |
| Quick Batch and What to make next | Quick Batch records a production run in one step: materials used, products made, optional scrap and waste and extra costs. It goes for approval before it posts to stock and your books. "What to make next" is a planning board that checks open orders and reorder levels against your stock and capacity. | Professional and up |
| Stages and pay rates | Set your own production stages, with a pay rate for each. Use them to tag who worked on a Quick Batch and what they earned. | Professional and up |
| Overhead costing | Set an overhead rate that is added to each batch's cost. Each month Simplebks compares it with the overhead you actually spent, and posts the difference once an approver signs it off. | Professional and up |
| Pre-orders and bake list | Take pre-orders with an optional deposit, and a demand (bake) list that adds up open pre-orders into what to make next. Deliver, invoice, and the deposit is applied. | Professional and up |
| Contract-staff wages | Add production workers, see what each is owed from their batches, record what you pay, and run a wage payroll for them that is spread across your approved batches. This is pay for production contract staff only, not general HR payroll. | Professional and up |
| Production period close | Close a production period so no backdated production cost can post into it, and reopen it when needed. | Professional and up |
| Trace and recall | Search a batch reference or lot number and see what went into it and what it made. | Professional and up |
| Advanced production | Budgeted batches, budgeted material requests with approvals, stage moves and completions with a quality verdict, subcontracting, shared material pools and scrap recording. | Enterprise |
| Work board | Drag advanced batches across your stages, or use Move on a card. | Enterprise |
| Lot ledger | On an open lot, see the raw lots it came from and the finished lots and batches it fed. | Enterprise |
More detail: Accounting · Automated bookkeeping
| Feature | What it does | Plan |
|---|---|---|
| Expense recording | Record expenses, and other money in and money out. | All plans |
| Dashboard | Free shows a lite dashboard: this month's cash in and cash out, recent activity and outstanding invoices. Paid plans show the full business dashboard. | All plans |
| Monthly management report | Emailed once a month from the 2nd, as a PDF and an Excel workbook for the month just ended, and kept in Report History. Sent when your business recorded activity that month. If your books are not set up yet, you get a simpler report built from your transactions. | All plans |
| Profit and loss | Profit and loss for any date range, with PDF and email. On Basic you open it from the Reports hub. | Basic and up |
| Report library | Sales, expense, purchase, customer, supplier, and receivables and payables ageing reports, grouped by area. | Basic and up |
| More reports | Cash and bank movement, cash forecast, POS reports, stock movement and planning, staff targets, production and tax reports. | Professional and up |
| Chart of accounts and journals | Double-entry books with a chart of accounts, manual journals, and void and correct for posted journals. | Professional and up |
| Balance sheet, cash flow and trial balance | The full balance sheet, cash flow statement and trial balance, each with PDF download and email. | Professional and up |
| Daily cashbook | One row per day for your cash and bank accounts: opening balance, money in, money out and closing balance. Ranges over 31 days show one row per month. Click a day for its transactions. Balance trend chart and CSV export. | Professional and up |
| Fixed assets | Register assets, depreciate them monthly, dispose of them, and stocktake them. | Professional and up |
| Projects | Track sales, purchases and expenses per project and see each project's net position. | Professional and up |
| Year-end close | Preview and commit a year-end close that rolls the year's profit into retained earnings. Lock your books through a date so nothing can be posted on or before it. | Professional and up |
| Budgets | Set budgets on your income and expense accounts and compare them with actual results. | Enterprise |
| Multi-currency | Record invoices, sales, purchases and expenses in another currency. Enter the rate; the exchange gain or loss posts when you settle. The sales transactions report and the transactions register show the foreign amount. The POS does not take foreign currency. | Enterprise |
| Data export | Download a copy of your business records as a Zip with an Excel workbook and CSV files. Owners and admins can export, and so can an accountant you have given export access. Up to 2 exports a day, and a recent sign-in is required. | All plans |
More detail: Automated bookkeeping
| Feature | What it does | Plan |
|---|---|---|
| Bank alert email sync | Reads your bank's debit and credit alert emails from a connected Gmail or Outlook inbox and brings them in as statement lines for matching. Covers 13 banks: GTBank, Zenith, Access, UBA, First Bank, Stanbic IBTC, Fidelity, Sterling, Wema, FCMB, Polaris, Kuda and OPay. Setup guide. | Professional and up |
| Bank feeds | Connect a bank account through Mono. New transactions come in as statement lines for matching. Setup guide. | Professional and up |
| Statement upload | Upload a CSV, Excel (.xlsx) or PDF statement, up to 10 MB. PDFs must be text-based, not scans. | Professional and up |
| Bank reconciliation | Suggested matches by amount, date and description. Confirm them one by one, or confirm all high-confidence matches together. | Professional and up |
| Bank rules | Turn a statement line into a rule (keyword and category) so similar lines are suggested that category. Rules only suggest, you confirm. You can also switch the built-in Nigerian rules on or off. | Professional and up |
| Unusual-line checks | Flags duplicate debits, unusual charge amounts, large round-number debits and excessive monthly charges. | Professional and up |
| Bulk record lines | Tick many unmatched statement lines, money in or money out (one direction at a time), pick one category and an optional customer, and record them all together. All post or none do. | Professional and up |
| Paystack settlement matching | When Paystack pays out card payments from your web orders, clear the amount held in your Paystack clearing account against the bank line and book the fee as a payment gateway charge. | Professional and up |
More detail: VAT and WHT tax reporting
| Feature | What it does | Plan |
|---|---|---|
| VAT and WHT calculation | Set up your VAT and withholding tax profile once: VAT mode (inclusive or exclusive), tax types, WHT rates by payment class and a tax class per product. VAT is worked out on invoices, sales, POS sales and purchases. Withholding tax is worked out on purchases, purchase orders and expenses, and on invoices where your customer withholds. On an expense you can also add input VAT yourself. | Professional and up |
| VAT and WHT reports | VAT Summary by month, day or year: output VAT, input VAT, the amount debited to VAT payable and net VAT due. Tax reports (once your tax profile is switched on): totals by tax type, by month and by transaction, with WHT and consumption tax summaries. CSV export. | Professional and up |
| WHT certificates | Download a withholding tax certificate PDF from an invoice or a purchase order that has withholding tax recorded. | Professional and up |
More detail: Herbie AI
| Feature | What it does | Plan |
|---|---|---|
| Herbie on the web | Ask about your sales, customers, cash, expenses, stock and accounts. Record sales, money in, money out and expenses after you confirm. Herbie applies your role's permissions and your plan. | All plans |
| Herbie on WhatsApp | How-to help, the right report to open, and a route to Simplebks support. It does not read or record your figures. | All plans |
| Herbie production answers | Output, records, materials, pre-orders and cost by period: Professional and up. Work in progress, labour, stages, requests, lot recall and subcontracting: Enterprise. | Professional and up |
| Business health score | Ask Herbie for your score and the single next step that lifts it. | All plans |
More detail: Grow to many branches · Multi-business management · Run your business remotely
| Feature | What it does | Plan |
|---|---|---|
| Users and roles | More than 240 individual permissions, ready-made role templates (Cashier, Sales manager, Store keeper, Accountant) and custom roles you build yourself. | All plans (users included: Free 1, Basic 1, Professional 2, Enterprise 5) |
| Branch-limited staff | Limit a team member to the branches you choose. Owners and admins always see every branch. | Professional and up |
| Multiple businesses | Run more than one business under one login and switch between them. Professional includes 1 business and can add more; Enterprise includes 2 and can add more. Free and Basic have 1 business. | Professional and up |
| Owner activity feed | A plain-English feed of who did what and when in your business. Filter by date and category, or search. Visible to the owner and to staff you grant access. | All plans |
| Approvals | Turn on owner approval for voiding invoices and deleting transactions. Staff requests wait in an Awaiting Approval inbox until the owner, or someone you grant approval to, approves or rejects them. Approve or reject purchase orders. | All plans (purchase order approval: Professional and up) |
| Notifications | 56 kinds of alert you can switch on or off in notification settings, delivered by email or in the app, with WhatsApp for the alerts that support it. Ten of the email alerts can go to extra recipient addresses you set. | All plans |
| Mobile app | The mobile API covers invoices, contacts, products and services, transactions (sales, purchases, money in and out, expenses), profit and loss, balance sheet and trial balance, dashboard summaries, notifications with preferences, and Herbie chat with a daily brief. | All plans, each feature follows its plan |
| Help Center | More than 200 how-to articles. | All plans |
Setup steps, data flow and limits for each connection: Integrations and the Developer docs.
| Feature | What it does | Plan |
|---|---|---|
| WooCommerce sync | Push products, stock, variants and categories to your WooCommerce store. Categories match by name and are created if missing. Store orders come back into Simplebks as web orders. Setup guide. | Professional and up |
| Web orders inbox | Confirm, book and mark website orders paid in one place. Turn on auto-confirm if you want orders booked automatically. | Professional and up |
| Developer API and webhooks | API keys with chosen permissions, a public API for products, stock and orders, and signed webhooks. API reference. | Professional and up |
| Feature | What it does | Plan |
|---|---|---|
| Accountant module | Accounting firms invite client businesses, work in them with the access each client approves, and assign their own staff to each client. More: For accountants. | Not plan based |
| Consultant programme | Apply, get approved by Simplebks, invite business owners, and monitor their businesses with read-only access the owner accepts. Earn commission on their payments. More: Become a consultant. | Not plan based |
| Referral programme | People on a Nigerian business earn 10% of what each business they refer pays, before VAT, for 12 months from that business's first naira payment. Each reward is held for 30 days, then can be withdrawn to your bank, paid within 24 to 48 working hours. More: Referral programme. | Not plan based |
Professional or Enterprise. Free and Basic have invoicing and sales recording but no POS. Enterprise adds restaurant table service, guest ordering, the 24-hour offline till and customer display ads.
Yes, both on Professional and Enterprise. Variants (size, colour and other options) come with a grid for price, barcode and stock per variant. Combos and bundles are sold as one line, with stock taken from the components.
Yes, on Professional and Enterprise. Set the minimum and the multiple on a product or variant. Sales, invoices, POS, quotes and pre-orders refuse a quantity that breaks the rule unless a permitted user overrides it.
Thirteen: GTBank, Zenith, Access, UBA, First Bank, Stanbic IBTC, Fidelity, Sterling, Wema, FCMB, Polaris, Kuda and OPay. Connect a Gmail or Outlook inbox that receives your bank alerts. Bank email sync is on Professional and Enterprise.
Yes, on Professional and Enterprise. Products, stock and variants go to your store, and each product's category is matched by name or created in WooCommerce. Website orders arrive in Web Orders and are booked as sales when you confirm them, or automatically when auto-confirm is on.
Request for quote, restaurant table service and guest ordering, the 24-hour offline till, customer display ads, multi-currency, budgets, price groups, Requests and Advances, and advanced production (budgeted batches, budgeted material requests, subcontracting, quality verdicts, the work board and the lot ledger).
Invoices for services (10 a month), sales and purchase recording, 20 contacts, a lite dashboard, Paystack payment links, Herbie and the monthly management report.
No. On Professional and Enterprise, Simplebks calculates VAT and withholding tax on your transactions and produces the VAT and WHT reports you file from. Filing is done by you or your accountant.
Start free and add features as your business grows.
