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Module

Invoicing and revenue

Everything from draft to signed, paid and fiscalised invoice.

Start free trial 25 capabilities · 5 areas

Documents and workflowsCreate, edit, duplicate, cancel, and archive invoices5
Pricing and itemsProduct, service, discount, tax, unit, and multi-line invoice items4
Output and deliveryMultiple invoice templates and organization branding5

What’s included

Everything in Invoicing and revenue

25 documented capabilities across 5 areas.

Documents and workflows

5

Create, edit, duplicate, cancel, and archive invoices
Standard invoices, proformas, credit notes, and debit-note permissions
Draft, sent, partially paid, paid, cancelled, and overdue workflows
Recurring invoices and automatic invoice generation
Client subscriptions and automatic invoicing

Pricing and items

4

Product, service, discount, tax, unit, and multi-line invoice items
Multiple currencies and exchange-rate handling
VAT-inclusive and VAT-exclusive pricing
Custom invoice numbering and prefixes

Output and delivery

5

Multiple invoice templates and organization branding
PDF generation, direct printing, shared printing, Excel export, and merged PDFs
Public invoice links
Email delivery and email-open/view tracking
Archived official invoice PDFs

Collection

6

Automatic payment reminders 3, 14, and 30 days after the due date
Safe client grouping, duplicate protection, delivery audit, and reminder history
Payment recording and bulk payment allocation
Cash refunds and product exchanges
Payment receipts
Paddle invoice payment links and public checkout

Compliance and fulfilment

5

Client OTP verification and electronic signatures
Invoice signature requests and signed-invoice notifications
Fiscal-printer integration and print-claim handling
Delivery-note creation from invoices
Automatic and bulk stock allocation

Works together with

Connected to the rest of your business

Bring your business workflows together

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