New Invoice
Open a new invoice for selling items or services. In this interface you can:
- Add items/services to the invoice.
- Select or add a customer.
- Apply discounts, notes or special terms.
- Select a payment method (cash, card, bank transfer).
- Close and print the invoice, send it by e-mail or fiscalise it.
The invoice is automatically saved to issued invoices.
Issued Invoices
Review all issued invoices. Options include:
- Search and filter by date, customer, amount and status.
- View the details of each invoice.
- Reprint the invoice or send it to the customer.
- Reverse (cancel) the invoice.
- Track fiscalisation and eInvoice status.
Recurring Invoices
Manage automatic, periodic invoices:
- Set the interval (e.g. monthly, weekly) for automatic invoice generation.
- Review and edit the list of recurring invoices.
- For each invoice you can define the customer, items and terms.
New Advance Payment Invoice
Create an advance payment (prepayment) invoice:
- Add items/services for which the advance payment is requested.
- Select the customer and payment method.
- The advance payment invoice is used to collect payment in advance, before delivery.
Received eInvoices
View all eInvoices received from suppliers (visible to administrators only):
- View the details of each eInvoice.
- Approve or reject an eInvoice (with a reason).
- Mark an eInvoice as paid (enter amount and date).
- Download the XML or PDF visualisation of the eInvoice.
- Track fiscalisation and payment status.
- Synchronise new eInvoices.
Sent eInvoices
View all eInvoices sent to customers (visible to administrators only):
- View the details of each eInvoice.
- Fiscalise the eInvoice (if not yet fiscalised).
- Report payment (enter amount and date).
- Resend the eInvoice as a copy.
- Delete an undelivered eInvoice.
- Record the eInvoice if issuing an eInvoice is not possible.
- Download the XML or PDF visualisation of the eInvoice.
- Synchronise the status of sent eInvoices.
New Quote
Create a new quote for a customer:
- Add items/services and define the sales terms.
- Select the customer and the quote validity period.
- You can print the quote or send it to the customer.
Issued Quotes
View all issued quotes:
- Search and filter quotes by customer, date and status.
- View details, print or send the quote.
- Track the status of accepted/rejected quotes.
Recurring Quotes
Manage automatic quotes:
- Define the generation interval for quotes.
- Review and edit the list of recurring quotes.
New Work Order
Open a new work order for a service, maintenance or repair:
- Add a job description, items/services and the customer.
- Track the execution status and print the work order.
Issued Work Orders
View all issued work orders:
- Search and filter by customer, date and status.
- View details, print or close the work order.
New Customer Order
Create a customer order for items/services (available for Standard plan or higher):
- Add items/services and define delivery terms.
- Select the customer and delivery deadline.
Issued Customer Orders
View issued customer orders:
- Track delivery status and order fulfilment.
- View details and print the order.
New Supplier Order
Create a supplier order for purchasing items (available for Standard plan or higher):
- Add items/services and define procurement terms.
- Select the supplier and delivery deadline.
Issued Supplier Orders
View issued supplier orders:
- Track delivery status and order fulfilment.
- View details and print the order.
Items
Manage the item catalogue:
- Add, edit and delete items.
- View stock levels and change prices.
- Organise items into groups.
Services
Manage the service catalogue:
- Add, edit and delete services.
- Organise services into groups.
Groups
Organise items and services into groups for easier management and reporting.
Warehouses
Manage warehouses and stock (available for Standard plan or higher):
- Add, edit and delete warehouses.
- View stock levels per warehouse.
- Transfer items between warehouses.
Declarations
Manage product declarations (available for Standard plan or higher):
- Add and edit declarations for items.
- Print product declarations.
Payment Slips
Manage payment slips and payment documents (available for Standard plan or higher):
- Generate and print payment slips for customers.
- Review payment slip history.
Consignment
Manage consignment sales (available for Standard plan or higher):
- Add items on consignment.
- Review consignment sales reports.
Margin Invoice
Manage margin invoices and specific sales types.
Assembly
Manage assemblies and related processes (available for Standard plan or higher):
- Add and edit assemblies.
- Link assemblies with items/services.
Goods Receipts, Issue Notes, Transfer Notes, Return Notes, Write-offs
Manage the inflow and outflow of items from the warehouse, returns and write-offs (available for Standard plan or higher):
- Add and edit goods receipts (item inflow).
- Create issue notes (item outflow).
- Transfer items between warehouses (transfer notes).
- Create return notes to the supplier or write off items.
Reservations
Manage item/service reservations (available for Standard plan or higher):
- Add and edit reservations.
- Track reservation and delivery status.
Stocktake
Perform a warehouse stocktake and reconcile stock levels (available for Standard plan or higher):
- Start a stocktake for a warehouse.
- Enter the actual stock quantities.
- Reconcile differences and generate a report.
Deposit Refund
Manage deposit refunds for packaging (available for Standard plan or higher):
- Add items with deposit refunds.
- Review deposit refund reports.
Price Changes
Manage item/service price changes (available for Standard plan or higher):
- Create and approve price changes.
- Review the price change history.
Warehouse Stock
View the current stock levels in the warehouse (available for Standard plan or higher):
- Review item quantities per warehouse.
- Search and filter by item, group or warehouse.
Reports
Access cash register, turnover and accounting reports:
- Review turnover by items, customers, staff, periods and other analyses.
- Generate reports for fiscalisation, tips, vehicle sales and other business processes.
- Reports are available depending on the licence and user role.