Tax Year
Total Income
R0
Invoices + salary combined
Outstanding
R0
Pending invoices
Total Expenses
R0
This financial year
Net Profit
R0
Income minus expenses
Yearly Totals - All Financial Years
| Financial Year | Gross Income | Total Expenses | Taxable Income | Est. Tax | Net Profit | Eff. Rate |
|---|---|---|---|---|---|---|
| No data yet | ||||||
Recent Invoices
| Invoice # | Customer | Amount | Status | Date |
|---|---|---|---|---|
No invoices yet | ||||
Quick Actions
Tax Summary
Current FY
Gross IncomeR0
Total ExpensesR0
Taxable IncomeR0
Est. Income TaxR0
Monthly Set-AsideR0
| Invoice # | Customer | Description | Amount | Status | Date | Actions |
|---|---|---|---|---|---|---|
No invoices yet | ||||||
Invoice Details
Bill To
Line Items
DescriptionPrice (R)Days/QtyAmount
Tip: Use
Main Title | Sub description to add an orange subtitle line (e.g. Website Maintenance | Content Updates, Plugins and Theme Updates)Discount
Notes / Payment Terms
Terms & Policies
Live Preview
INVOICE
Sofire-IT Support (Juan Du Plessis Freelance)
+27 671 371 638
juan@sofire-it.co.za
juan@sofire-it.co.za
| Item | Price | Days | Amount |
|---|---|---|---|
| Subtotal | R0.00 | ||
| Total | R0.00 | ||
| Amount Due | R0.00 | ||
Payment Instruction
No Refund Policy:
Client Obligations:
Tax Year
Invoice Income
R0
From client invoices
Salary Income
R0
Employment income
Total Gross Income
R0
All sources combined
PAYE Deducted
R0
Tax already withheld
Income Records
All time
| Date | Type | Source / Invoice | Gross Amount | PAYE | Net | Method | Proof | Actions |
|---|---|---|---|---|---|---|---|---|
No income recorded yet | ||||||||
Total Revenue
R0
Outstanding
R0
Total Expenses
R0
Net Profit
R0
Invoices Sent
0
Monthly Revenue vs Expenses
12-month comparison
Invoice Status Breakdown
Current invoice pipeline
Expense Categories
Spending breakdown
Top Customers by Revenue
Ranked by total billed
Cash Flow - Monthly Net (Income - Expenses)
Profit/loss per month
Track business expenses for SARS tax submissions
ZA SARS Tax Summary - Financial Year
Income
Gross RevenueR0
Less: ExpensesR0
Taxable IncomeR0
SARS Tax Calculation
Income Tax (est.)R0
Less: PAYE Withheld-R0
Less: Tax Already Paid-R0
Still Owed to SARS
R0
Effective Rate0%
Provisional Tax (/2)R0
Set aside / monthR0
Tax Payments Made
No tax payments recorded
Total Paid to SARSR0
! Estimates based on 2027 SARS individual tax brackets (1 Mar 2026 - 28 Feb 2027). Consult your bookkeeper for official returns.
Expense Entries
| Date | Category | Description | Amount | Receipt | Notes | |
|---|---|---|---|---|---|---|
No expenses yet Add your first expense entry | ||||||
0 customers
No customers yet
Email History
0 emails
| Date & Time | Type | To | Subject | Invoice | Status | Actions |
|---|---|---|---|---|---|---|
No emails sent yet | ||||||
0 employees
| Employee | Job Title | Basic Salary | PAYE | UIF | Net Pay | Status | Actions |
|---|---|---|---|---|---|---|---|
No employees yet | |||||||
Manage monthly pay runs for all employees
Pay Run History
| Period | Employees | Gross Total | Total PAYE | Total UIF | Net Total | Status | Actions |
|---|---|---|---|---|---|---|---|
No pay runs yet - add employees first | |||||||
All generated payslips
| Period | Employee | Gross | Deductions | Net Pay | Status | Actions |
|---|---|---|---|---|---|---|
No payslips yet - run a pay run first | ||||||
Manage users, roles, and client tenants from here.
Portal Users - Your CRM
| Name | Username | Role | Status | Last Login | Actions | |
|---|---|---|---|---|---|---|
| Loading... | ||||||
Role Permissions
Super Admin
Full access to everything
Manage users & tenants
Access Control Panel
Edit all data
Export & backup
Manage users & tenants
Access Control Panel
Edit all data
Export & backup
✓ Admin
Full CRM access
Create & edit all records
No Control Panel access
Cannot manage users
Can export data
Create & edit all records
No Control Panel access
Cannot manage users
Can export data
Viewer
Read-only access
View invoices, expenses, reports
Cannot create or edit
Cannot delete anything
No settings access
View invoices, expenses, reports
Cannot create or edit
Cannot delete anything
No settings access
Client Tenants - Rented CRM Portals
No client tenants yet. Add your first client to rent them a CRM portal.
Company Branding
Company Logo
PNG, JPG recommended. Shows on invoices and sidebar.
Banking Details (shown on invoices)
Email - Netlify SMTP Function
Emails are sent from finance@sofire-it.co.za via your domains.co.za mail server through a Netlify serverless function.
Add these 5 Environment Variables in Netlify Dashboard ’ Your Site ’ Site Configuration ’ Environment Variables, then redeploy:
! Never put your password directly in any file pushed to GitHub.
Add these 5 Environment Variables in Netlify Dashboard ’ Your Site ’ Site Configuration ’ Environment Variables, then redeploy:
SMTP_HOST = mail.sofire-it.co.za
SMTP_PORT = 465
SMTP_USER = finance@sofire-it.co.za
SMTP_PASS = your email password
SMTP_FROM = Juan Du Plessis <finance@sofire-it.co.za>
SMTP_PORT = 465
SMTP_USER = finance@sofire-it.co.za
SMTP_PASS = your email password
SMTP_FROM = Juan Du Plessis <finance@sofire-it.co.za>
! Never put your password directly in any file pushed to GitHub.
Status will appear here after sending a test.
Tax Settings
Default Invoice Terms & Policies
These are the default terms loaded on every new invoice. You can still edit them per invoice on the New Invoice page.
CRM Theme - Colors & Fonts
Custom
#ff3c3c
Dark (default)
Midnight Blue
Forest Dark
Slate
Charcoal
DM Sans
Inter
Poppins
Space Grotesk
IBM Plex Sans
Raleway
Syne
Poppins
Raleway
Playfair Display
Space Grotesk
Inter
10px
Live Preview
● Active
Company Name
Invoice Design
Classic
Modern
Minimal
Bold Sidebar
Custom
#e03030
Helvetica Neue
Arial
Georgia
Playfair Display
Poppins
Inter
Raleway
Account Type
Business / Employer Mode
Enable payroll, employee management, and payslip generation for businesses with staff.
Account & Security
Logged in as
juan
Role
Administrator
Change Password