Finance & Billing
Manage the invoices and payments of your customers and suppliers.
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 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, PayZen, 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.
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.
Use predefined statistic pages to get useful information about the performance of your sales representatives.
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.
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