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Accounting & Taxes
How accounting works in CloudFFL OS — from understanding the basics to configuring sales tax, fiscal positions, and chart of accounts. Start here if you're new to accounting in the system.
Sales Tax
How CloudFFL OS handles sales tax — from understanding fiscal positions to configuring tax rules for your state.
How sales tax works in CloudFFL OS
If you sell firearms, ammo, and accessories online or over the counter, you need to collect sales tax — but only in states where you're required to. Most FFL dealers are based in one state and only need to collect tax on orders shipping within that state. Orde...
Configuring sales tax for your state
This page walks you through setting up fiscal positions so that CloudFFL OS only charges sales tax on orders shipping to your state. Orders to all other states won't be taxed. If you haven't read it yet, the previous page — How sales tax works in CloudFFL OS ...
Accounting & Finance
Invoicing, vendor bills, bank reconciliation, financial reports, and asset management. Everything related to managing money in and out of your business.
Customer Invoicing & Payments
Creating invoices, sending them to customers, recording payments, handling credit notes and refunds. The money-in side of your business.
Vendor Bills & Payments
Recording bills from your distributors, matching them to purchase orders, and paying vendors. The money-out side of your business.
Bank & Reconciliation
Importing bank statements, reconciling transactions, and making sure your books match your bank. Covers manual imports and the reconciliation dashboard.
Financial Reports & Tools
Running financial reports, tracking asset depreciation, and getting a clear picture of your business performance. Profit and loss, balance sheets, customer statements, and more.
Understanding Accounting in CloudFFL
The basics of how accounting works in CloudFFL OS — what the module does, key concepts, and how it connects to the rest of your business.
Creating Invoices
How to create, customize, and send invoices to your customers — from sales orders and standalone.
Recording Payments
Recording customer payments, handling partial payments, and tracking what's still owed.
Managing Vendor Bills
Recording bills from your distributors and suppliers, and matching them to purchase orders.
Paying Vendors
Paying individual bills and processing batch payments to your distributors.
Connecting Your Bank
Getting your bank transactions into CloudFFL OS — importing statements, setting up bank journals, and what's coming next.
Reconciling Transactions
Using the reconciliation dashboard to match bank lines to invoices and bills, handle discrepancies, and close out the month.
Running Reports
How to pull the financial reports you need — profit and loss, balance sheet, trial balance, tax summaries, and customer/vendor statements.
Asset Management
Tracking business assets like display cases, safes, and security systems — setting up depreciation and recording disposals.