From quote to invoice, without retyping.
Quotes, invoices, recurring templates, deposits, progress billing and credit notes in the same thread.
No commitment
Quotes are accepted online
You send a link, your client accepts or declines without creating an account, and the answer stays attached to the quote.
- Public link, viewed, accepted or declined status.
- Conversion to invoice from the accepted quote.
- A traced acceptance, attached to the quote.
Invoices numbered at issuance
The draft stays without a number. The number is assigned when the invoice is issued, and never changes.
- PDF/A-3 and CII or UBL XML generated from the same invoice.
- Full or partial credit notes, without breaking the numbering.
- Partial payments and disputes tracked on the invoice page.
Recurring invoices leave on their own
A template, a frequency, a start date. The invoice is generated and sent automatically, and you are alerted if sending fails.
- Weekly, monthly, quarterly, half-yearly or yearly.
- Automatic sending enabled per template.
- Owner alert when sending fails.
Deposits no longer get lost
The deposit invoice carries type 386, the final invoice deducts what was already paid.
- Deposit requested, then deducted on the final invoice.
- A full credit note releases the deposit.
- Both documents stay linked to the quote.
Progress billing adds up
Each progress invoice carries a cumulative statement: contract, progress, already billed and the amount of this situation.
- The statement appears in the PDF and on the public page.
- A credit note reduces the cumulative total by whole lines.
- Reissue at the same index after a correction.
A rejection is corrected cleanly
The original invoice keeps its number and content. The correction goes through a credit note, then a new numbered invoice.
- Full or partial credit note.
- Reason kept with the credit note.
- Reissue on a new invoice, never on the old one.
Delivery notes and engagement letters
Two fixed templates, filled with your data and generated as PDF.
- Delivery note attached to a quote or an invoice.
- Engagement letter from a sent quote.
- PDF downloadable from the client record.
Frequently asked questions
Can I convert an accepted quote into an invoice?
Yes, the conversion takes the quote lines and creates a linked invoice. The accepted quote stays in the history.
How does a deposit invoice work?
It carries type 386 and a deposit-requested label. The final invoice deducts the deposit already paid. A full credit note can release the deposit.
What is progress billing?
An invoice for work done, attached to a quote, with a cumulative statement showing the contract, the progress and what was already billed.
What happens after an invoice is rejected?
The original invoice stays intact. You issue a credit note, then a new numbered invoice with the corrected content.
Can recurring invoices stop on their own?
A recurring template stops at its end date if you set one, and you can pause it at any time. If sending fails, you receive an alert.
Do delivery notes have a tax value?
No, they are tracking documents. Only the invoice carries the mandatory mentions and the Factur-X XML.
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