Invoices, quotations and orders

Discover how to create quotes, orders and the entire billing flow transforming quotes into orders and / or invoices.
Budget management

Budget management

From the Estimates section, view the list of "Estimates in progress", ie documents not yet converted into orders or invoices, and create a "new estimate" to send to the customer.

Estimate: necessary data

Estimate: necessary data

When creating a new quote, the necessary data to be entered are: the customer name, the address, the place of delivery of the products, the date of the quote, payment terms and the numerical series, essential for converting the document into an invoice.

Order management

Order management

From the Orders menu it is possible to create new orders to send to customers and view current orders.

Sales delivery notes

Sales delivery notes

It is possible to define in the program the delivery of products ordered by customers by creating and printing the corresponding delivery notes.

Invoice management

Invoice management

From the Invoicing menu it is possible to create new invoices to send to clients and view the invoices in progress.

Automatic invoice creation

Automatic invoice creation

The invoice can be created directly from a quote or an order. All the information present in these previous documents will be transferred and will appear on the invoice created.

Management of credit notes

Management of credit notes

Create a credit note or amending invoice in the same way that you create a normal invoice, indicating the quantity or amounts as a negative.

Advance invoices

Advance invoices

From the orders it is possible to create advance invoices, which will be deducted automatically at the time of the creation of the final invoice.

Recurring billing

Recurring billing

Recurring billing is a system for the automatic creation and sending of invoices for the sales of products or services on a repeat basis over a period of time.

Partial invoice/document creation

Partial invoice/document creation

From an order it is possible to create more than one delivery note or more than one invoice, partially issuing the documents until they are fully delivered or invoiced.

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To be able to directly create an invoice from an existing document,
be it a quote or an order, is a great time saver. Very useful and really simple.

Client