Invoicing that goes beyond creating a PDF.
Issue invoices, advance documents and corrective documents in one place. Define your own numbering series, who may issue and approve documents, how they should look and how they are delivered. Price lists and recurring invoicing reduce repeated data entry and speed up regular billing work.
A document can start as a draft, be approved and numbered, then delivered to the customer as PDF, ISDOC or ISDOCX. Invoicing uses shared subjects, contacts, currencies and company bank accounts, so the same data does not need to be entered again. Email delivery, secure links, revisions and delivery history stay with the document.
Invoices and corrective documents
Issue standard, advance and proforma invoices, credit notes and debit notes. Each document keeps its own detail, items, payment data and status.
Custom numbering series
Use separate numbering series for different parts of the business, including validity, bank account, layout and permissions for issuing and approving.
Approval before delivery
A document can begin as a draft. It receives its number and approved status only according to the permissions and rules of its numbering series.
Price lists without retyping
Keep recurring items, prices, units and VAT rates in price lists and reuse them quickly when creating a document.
Recurring invoicing
Prepare recurring billing templates with weekly, monthly, quarterly, annual or custom periods. Generated documents remain under user control before delivery.
PDF, ISDOC and ISDOCX
Download or send an approved document as PDF, ISDOC or ISDOCX. Preview, export and customer delivery use the same document data.
Send directly to the customer
Send invoices to a billing or selected contact directly from the Portal. The email can include documents and a time-limited secure link.
Custom document layouts
Layout profiles control document appearance and visible data. Different series or purposes can therefore use different variants.
Bulk work
Selected documents can be processed in bulk, so routine work does not require opening invoices one by one.
Use data you already have
Customers, contacts, currencies and company accounts come from shared Portal data instead of being created again for invoicing.
Permissions that match your workflow
Users and groups can receive separate permissions for invoicing, recurring invoicing, approvals and settings.
History and traceability
Document status, author, approvals, revisions and delivery information stay together, making the document workflow traceable.
From draft to delivered invoice without unnecessary retyping.
Invoicing combines document creation, approval, numbering, output and delivery in one workflow. Repeated data can come from price lists and shared Portal records, while recurring documents can be prepared automatically.
Less manual data entry
Choose customers, currencies, accounts, price-list items and other values from existing data while the form continuously calculates amounts.
A clear path from draft to customer
See which documents are being prepared, which are waiting for approval and which have already been sent.
Set recurring work once
Price lists, numbering series, layout profiles and recurring invoicing let you define rules once and reuse them later.
Invoicing uses shared Portal data
Customers, contacts, currencies, bank accounts and other shared data are loaded from their source modules. Issued documents keep the required historical snapshots, so later directory changes do not rewrite older output.
Keep invoice creation, approval and delivery in one workflow
Invoicing can be configured around your numbering series, permissions, document layouts and recurring billing processes.