Quotes, invoices & Peppol
Commercial information and rental documents are in the same environment. Prepare a quote, continue the record as an order or invoice and view the generated documents.
In the backoffice
Invoices and their tracking
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What you can do
Documents that reflect the actual record.
From proposal to correction, each document keeps its role.
Propose, duplicate, convert
Create a quote with its lines, discounts, VAT and validity period. Duplicate it to prepare a variation. Convert the chosen version into an order after checking products and stock, or directly into an invoice if the case calls for it.
- Independent copy of the original quote
- Order prepared from the quote
- Link to the document created by conversion
Invoice several orders together
Select the customer's uninvoiced orders for the issuing member. Their lines and payments are included in invoice preparation. Check amounts already received and any damage or loss items before creating the document.
- Multiple orders on one invoice
- Carry over recorded payments
- Security deposits matched to their own order
Attach, correct and retrieve
Add permitted supporting files and an internal note, which stays off the customer PDF. View available PDFs and electronic files. For a correction, prepare a credit note with the reference invoice.
- Attachments and internal note
- Invoices, contracts and credit notes
- Invoice payment tracking
Track Peppol transmissions
Once the service is configured, send eligible invoices and credit notes. Check their status and tracking information to distinguish a created document from a transmitted one and identify any errors.
- Send invoices and credit notes
- Transmission statuses and history
- View quota usage
The workflow
From accepted quote to transmitted document
Offer
Prepare a quote matching the customer's needs.
Continue
Convert the proposal into an order or invoice as appropriate.
Send and track
View PDFs and, if Peppol is enabled, transmission tracking.
Module scope
Features included
- Quotes with validity, lines, discounts and VAT
- Duplicate and convert quotes
- Combine orders on one invoice
- Payments carried over into invoicing
- Damage, loss and security deposits linked to orders
- Internal notes and attachments
- PDFs, electronic documents and credit notes
- Peppol transmission and tracking
Peppol requires configuration of your company and the transmission service. Transmitted documents count against your plan's quota.
Points to clarify
Does a quote reserve stock?
No. Creating or duplicating a quote does not block equipment. Converting to an order prepares bookings, checking dates, products and availability before saving. Converting directly to an invoice does not create a booking.
Can several orders be combined on one invoice?
Yes, among eligible orders for the same customer and issuing member. The form includes their items and payments. Security deposits are handled in relation to incidents on their own order.
Connections to other modules
To know what has actually been received
Personalised demo
Let's follow your invoicing process.
We walk through this module with your needs and questions.