Private customers and businesses with a centralised address book that can be shared across multiple companies. Configure accounting settings by customer group to classify receivables according to your specific criteria.

Multiple shipping and billing addresses. Send or print sales documents. Sales in multiple currencies, excluding or including VAT. Shipment tracking. Private customers and businesses with a centralised address book that can be shared across multiple companies. Configure accounting settings by customer group to classify receivables according to your specific criteria. 

Pricing groups with multiple price lists (private customers, businesses, wholesalers, etc.). Price validity periods and changes can be defined in advance.

Encourage faster payments by offering attractive payment terms. Define payment due dates in days, including discounts tailored to different industries (construction, retail, etc.)

Dunning notices with fully customizable texts and levels. For example, 3 dunning levels, followed by a formal payment notice and then legal proceedings. Flexible payment due dates and deadlines, with dunning fees and late payment interest. Delivery channels via email or postal mail.

Create or customise sales document types. For example:

• Offer, quotation, sales proposal
• Sales order
• Order confirmation
• Delivery note, worksheet, service intervention
• Pro forma invoice, partial invoice
• Payment, partial payment 
• Consolidated invoice, invoice, self-billing invoice
• Final payment, payment by offsetting 
• Goods return (RMA), dispute
• Credit note for goods or services, financial credit note, refund 

Transform each sales document, from the quotation to the delivery note and then the invoice. Or automatically invoice a series of delivery notes at once. Convert or copy any document type.

Organise documents into Categories, such as sales channels. Use Classifications to quickly identify documents using color codes and filters.

Choose a numbering format suited to your business activities, with a prefix and suffix for each document type. 

For each document, prepare sets of standard messages with text and images that appear in the footer. For example, define communications in advance to highlight actions or promotions.

Manage all products and services centrally, whether they are inventory items or services. 

With price lists, you can ensure that you always offer the correct prices for your different customer segments.

For each item line, you can define the service period across fiscal years to accurately manage the related tax implications (accruals and deferrals).

Using item associations, automate the management of packaging and taxes (VOC, recycling) during invoicing. 

Simplify your invoicing process with eBills (B2B and B2C).

Third-party payment.

Items such as fixed-term services.

Recurring invoices and invoices with multiple recipients.

Contract management.

Automatic stock management taking into account orders and reservations. Remaining stock for delivery.

Carrier management.

Preparation of dispatch orders with SSCC (Shipping Serial Container Code) barcodes

Delivery rounds with route planning.

Enrich your sales documents with professional presentations 

• Cover page
• Detailed sales document
• Summary sales document
• Appendices

Automate invoicing at set intervals. Set the due dates in advance and let the system generate the invoices automatically.