PhreeBooks was created as a full featured ERP/accounting system designed to run in a cloud environment. PhreeBooks features include:

Full Featured Installation Script

  • Phreebooks will guide you through the installation including the chart of accounts and fiscal years. ToDo items will be created reminding you of the next steps needed to properly set up your business.

Customer Features

  • Individual customer credit terms
  • Unlimited shipping and billing addresses
  • Individual sales accounts
  • Receive payments through large number of payment modules, checks, and cash
  • Sales Orders, Invoices and Point of Sale capability
  • Full featured order manager window allows for easy organization and review of orders at all status levels. Launch point for many sales activities

Vendor Features

  • Individual vendor payment terms
  • Unlimited vendor ship from addresses and remit to addresses
  • Individually assignable expense accounts

Inventory Features

  • Handles different types of inventory items: Stock, Assemblies, Master Stock, Non-Stock, Service, Labor, and Description Only
  • Individual inventory cost methods: FIFO, LIFO, and Average
  • Multiple tier pricing, up to 5 price levels at the general and SKU level
  • Inventory Stock level management
  • Individually assigned cost accounts for sales, inventory, and cost of sales
  • Serial number tracking capability
  • Customizable inventory group/field manager. Add as many inventory attributes as needed, in as many groupings as needed to help organize and fully define your products

Banking Features

  • Receive payments from customers
  • Pay vendors, write checks directly from PhreeBooks
  • Payment manager allow payments of multiple vendors at a time
  • Reconcile receipts/payments with bank statement
  • Handle Payroll with employees (future upgrade)

Human Resources Features

  • Maintain employee information
  • Linked to the payroll feature

Import/Export Features

  • Extensive/programmable export feature allows for individual field selection, order
  • Allows fields to be processed prior to export (e.g. format a currency, round a number, etc.)
  • Filters allow for selective exporting of just the fields desired
  • User selected field delimiters and text qualifiers to create common csv and tsv (tabbed) formats
  • Export of customer, vendor, inventory, banking, employee and general ledger data

External Interfaces

  • Modularized interfaces available to third party applications
  • interfaces to e-commerce applications (through additional modules)
  • Download online orders from shopping cart systems with a push of a button
  • Upload product information from PhreeBooks to your shopping cart system to allow for a single database solution

Multi-Company Features

  • Capable of handling multiple companies with individual databases.
  • New companies can be created through the setup script or copied from an existing company

Report/Form Features

  • Includes many standard reports and forms to get up and running out of the box
  • Robust report builder tool allows creation of custom reports and forms
  • Ability to create documents in A3, A4 and Letter size paper, portrait and landscape orientation

Payment Modules

  • Payment modules to allow for multiple payment methods
  • Easily expanded with additional payment modules

Shipping/Freight Features

  • Modular shipping tool allows for direct interfacing to many popular freight carriers
  • Included modules: free shipping, flat rate, FedEx, and more.
  • Shipping manager tool allows for multiple piece shipments that exceed the individual package weight allowed by carriers
  • Shipping tool links directly to the order screens. Ship from and ship to addresses automatically fill the shipping manager window and drops freight selection back into order, reducing errors


  • Every menu choice has programmed security access (none, read-only, enter, edit and full) on an individual user level
  • Runs under a SSL or non-SSL environment
  • Separate user account for each company (in a multi-company environment)

Other Features

  • Uses pop-up windows to quickly navigate and locate the information you need
  • Backup/Restore feature to protect valuable company data
  • Multiple language feature allows individual users to operate in the language of their choice
  • Platform independent
  • Web based to allow access from any browser, anywhere