Efficiently manage invoices and payments for both your customers and suppliers.
Create your Invoices
➡️ Create invoices (common invoices, down payments, credit notes) from scratch or generate them directly from proposals, orders, contracts, or interventions, depending on your enabled modules. If the Margin module is activated, calculate margins based on the best supplier, cost price, or average product price, and access detailed margin statistics by product, customer, date, and more.
➡️ Save time by reusing predefined products, or enter full details manually for complete customization.
➡️ Customize your invoice forms by adding custom fields (such as text, amount, date, checkboxes, or combo lists) to suit your specific requirements.
🕔 Automatically generate invoices using recurring templates for streamlined billing.
🖺 Your invoice document (PDF, ODT, etc.) is automatically generated and updated for you.
Send your invoice and manage payments
✉️ Send invoices directly via email from the application using predefined templates that automatically fill in the email content.
➡️ Generate a Direct Debit file for batch bank payments and follow the integration steps for your bank. Automatically mark your invoices as paid once the bank processes the Direct Debit file.
💳 Provide your customers with a secure link to pay online via PayPal, Stripe, Paybox, PayZen, and more.
🕓 Send automatic email reminders for any unpaid invoices to ensure timely payments.
➡️ Reuse down payments or credit notes in new invoices to reduce the remaining amount due.
Follow the status of your open Invoices
Display and organize all your orders by selecting the information you want to see. Filter and sort them based on any criteria for easy management.
Use mass processing functions to validate, classify, or send reminders with a single click, or let the system automate the process for you.
Analyze your billing performance
Access predefined statistics pages to gain valuable insights into the performance of your sales representatives.
Reuse your invoices with other modules
➡️ Export your invoices directly into the accounting module‘s ledger for automatic accountancy processing in just a few clicks.
➡️ Export your invoices and payments using the Export module for integration with external tools, or connect your BI suite directly to the open database for advanced Big Data analysis.
You can find more information on how to manage your invoices and payments in the following video: