Quotes
Sections, bundles, items, free text: a quote is built the way you price.
Invoices
Invoice, get paid, know who owes you what
Direct invoices or from a signed quote. Deposits, progress billing and credit notes handled, with the unbroken numbering accounting requires.
- One-tap conversion from a signed quote
- Deposit invoices and progress billing
- Credit notes: full or partial, refund or deduction
- Dated payment with settlement method
How it works
Convert or createA signed quote becomes an invoice in one gesture. Otherwise, start from a direct invoice.
SendBy e-mail to individuals, over the e-invoicing network to businesses.
Record paymentDate and settlement method. The date matters: it files the payment in the right month.
Track the restOverdue invoices surface on their own, with the follow-up already written.
Questions about invoices
Can I ask for a deposit?
Yes, on quote signature: 10, 20, 30, 40, 50% or a custom amount. The deposit invoice is then generated, and its amount is automatically deducted from the balance.
How do I invoice a long job?
With progress billing: you invoice a percentage of completion, cumulative from one statement to the next. The final invoice covers the balance, statements and deposits deducted.
How do I cancel an invoice already sent?
With a credit note, full or partial. You choose whether to refund by transfer or deduct from the next payment. A fully credited invoice drops to zero in your figures without being deleted.
Is the numbering continuous?
Yes, and unbroken. The number is assigned at issuance and never recalculated. Diagnostic flags any duplicate — it's the first thing an audit looks at.
Can my accountant get my documents?
Yes. You export your documents and entries from the app, and you can set your accountant's e-mail to send them directly.
In the documentation
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