Manage the invoices and payments of your customers or suppliers
Create your Invoices
Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet. Depending on the modules/features you enabled, you can also generate your invoice from your proposals (module Proposal), your orders (modules Order), your contracts (module Contract) and/or interventions (module Intervention). If the module margin is enabled, the margin can be calculated from the best supplier, the cost price or the Average Weight Price of your products. You will get margins statistics per product, customer, date…
Include predefined products to save you time, or enter full content manually.
If predefined fields do not match your needs, add your own fields of any type (string, amount, date, checkbox, combo list, ) to the invoice form.
Your invoices can also be generated automatically using the recurring template invoices.
The document of your invoice (PDF, ODT, …) is automatically generated and updated.
Send your invoice and manage payments
Send your invoice by Email directly from the application. Use your predefined email templates so your email content is automatically filled.
Generate a Direct Debit SEPA file for automatic batch bank payments and follow its integration by your bank.
Reuse down payment into another invoice to reduce the amount to pay or reuse a credit note into another invoice to reduce the remain to pay.
Follow status of your open Invoices
List and display all your orders. Choose which information you want to see on your lists. Filter and sort them on any criteria.
Analise your billing performance
Export your Invoices and payments with the Export module to reuse them with external tools, or connect directly your existing BI suite to the open database for Big Data analysis.