Billing and Payments
Manage the invoices and payments of your customers and 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 have enabled, you can also generate your invoice from your proposals (Proposal module), your orders (Order module), your contracts (Contract module) and / or interventions (Intervention module). If the module Margin is enabled, margin can be calculated from the best supplier, the cost price or the average weight price of your products. You will get margin statistics per product, customer, date etc.
Include predefined products to save you time, or enter full content manually.
If predefined fields do not match your requirements, add your own fields of any type (string, amount, date, checkbox, combo list etc.) to the invoice form.
Your invoices can also be generated automatically using the recurring template invoices.
The document of your invoice (PDF, ODT etc.) is automatically generated and updated.
Send your invoice and manage payments
Send your invoice via Email directly from the application. Use predefined email templates so that the email content is automatically filled in.
Generate a Direct Debit SEPA file for automatic bank payments in batch and follow the integration steps specific to your bank. Close your invoice by automatically changing it to the paid status once the bank has processed your SEPA file.
Provide your customer a link to pay online using Paypal, Stripe, Paybox, etc.
Reuse down payment into another invoice to reduce the amount to pay or reuse a credit note into another invoice to reduce the remaining amount to pay.
Follow the status of your open Invoices
List and display all your orders. Choose which information you want to see in your lists. Filter and sort based on any criteria.
With the batch feature, get reminded about all your unpaid invoices.
Analyze your billing performance
Use predefined statistic pages to get useful information about the performance of your sales representatives.
Reuse your invoices with other modules
Export your invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.
Export your Invoices and payments with the Export module to reuse them with external tools, or connect your existing BI suite directly to the open database for Big Data analysis.