An invoice is created in one click from a quote, an estimate, a project, a task or an expense. Ten templates ship with the system and all of them are editable — logo, colours, fields, footer.
Line items come from the catalogue. Discounts per line or on the total, several tax rates on one invoice, partial payments, payment status, automatic payment reminders, PDF dispatch and a bulk PDF export. Numbering ranges are yours to format.
Recurring invoices
Invoices that write themselves
Invoices that generate themselves on a rhythm — for maintenance agreements, retainers and subscriptions. The same works for expenses.
Credit notes
The correction, properly recorded
A credit note references its invoice and carries its own numbering range, so the correction is traceable rather than a deleted line.
Delivery notes
The document that travels with the goods
A delivery note for shipments, alongside the invoice.
Item and product catalogue
Set a price once, use it everywhere
Reusable articles and services with price, tax rate and description — created once and available in quotes, estimates and invoices alike.
Numbering ranges
Your format, not ours
Numbering ranges are freely formattable — prefix, year, counter — for invoices, credit notes, quotes and estimates separately.
What it does not do
So you know where you stand before the call, not during it.
- No stock, no purchasing, no inventory management. This is not an ERP.
Included from Core
Screenshots
