Sales

The chain matters more than any single link. From an invoice you can see which delivery notes it came from, which order those belonged to and which quote started it all; and from the quote, what is still pending delivery and invoicing. That is what lets you answer in thirty seconds when a customer asks why a line was charged.

Invoicing supports the ways invoicing actually happens: several delivery notes grouped into one invoice per customer and period, partial invoicing of an order shipped in stages, recurring invoicing for retainers and maintenance, and credit notes with a stated reason, because an issued invoice is never edited.

Prices apply themselves according to the terms agreed with each customer: price lists with validity periods, special prices per product, line and document discounts, and margin control so a quote cannot go below cost without raising a warning. All of it connected to stock, which is reserved and deducted, and to accounting, which receives the entry already made.

The document chain

Converting a document into the next one is not copying it

The quote becomes an order, the order a delivery note and the delivery note an invoice, carrying over line items, quantities, prices, discounts and taxes. But what really changes daily work is not the saved typing: it is that the link between documents is preserved.

From an invoice you can see which delivery notes it came from and which order those belonged to; from the quote, what is still pending delivery and what pending invoicing. When a customer calls about a line they do not recognise, the answer is two clicks away rather than in the memory of whoever prepared the order.

That same traceability is what lets you close the month knowing what has been delivered and not yet invoiced, usually the difference between the cash forecast and what actually happens.

Ways of invoicing

Invoice the way your company invoices, not the way the software dictates

Almost every system handles the simple case well (one order, one delivery, one invoice) and stalls as soon as real operations drift a little. These are the cases covered here as standard:

Grouping several delivery notes into one invoice per customer and period, which is how anyone delivering daily and invoicing monthly works.
Partial invoicing of an order shipped in stages, leaving the rest pending and visible.
Recurring invoicing for retainers and maintenance, with its automatic issuing calendar.
Credit notes with a stated reason: an issued invoice is never edited, it is corrected, and both stay on record as the law requires.
On-screen delivery note signature from the customer at the moment of delivery.

And every invoice, whichever route it took, is issued by the same engine: the one that complies with Verifactu, TicketBAI or SII depending on where you are taxed.

Prices and margins

The right price fills itself in and the margin does not slip away

As soon as a company grows, a product's price stops being one number and becomes a number per customer, per volume and per season. If that lives in two people's heads, the company depends on those two people being around.

Price lists with validity periods: the increase is prepared in advance and takes effect on its own on the planned date.
Special prices per customer and product, overriding the general list without anyone having to remember.
Line and document discounts, with their reason.
Margin control: the system warns before a quote goes below cost.

That last point saves the most money. In most companies margin is not lost in one big decision but in a hundred small discounts nobody looked at together, and they only surface when the report puts real purchase cost next to the price it finally sold at.

See the sales cycle in a demo

Clearing things up

Frequently asked questions

Answers to what we get asked most.

Can I invoice several delivery notes together?

Yes, grouped by customer and period, which is how anyone delivering daily and invoicing monthly works. You can also partially invoice an order shipped in stages, leaving the rest pending and visible.

How do I correct an invoice that has already been issued?

It is never edited: a credit note is issued with its stated reason, and both stay on record, as the law requires. The system does not allow any other route, so the invoicing history is always consistent.

Can different prices be applied per customer?

Yes: price lists with validity periods, special customer and product prices that override the general list, and line and document discounts. There is also margin control, which warns before a quote goes below cost.

Does it handle retainers or recurring maintenance?

Yes. You define the agreement with its amount and frequency and invoices are issued automatically on the right date, with nobody having to remember every month.

ERP · Purchasing and sales

The complete purchasing and sales circuit with document traceability, expenses from your phone and profitability reports, connected to stock and accounting.

Purchasing

The complete purchasing cycle, from the purchase requirement through to the supplier invoice, by way of the request for quotation, the order and the goods receipt note.

View module

Reports

Ready-made purchase and sales reports, analysable by customer, product, family, period, rep or area, and exportable to Excel.

Expenses

Company expenses are recorded where they happen: the employee photographs the receipt from the mobile app and the expense is created with its digitised proof, its type and its date.

View module

Sales Packs

Commercial packs that combine several catalogue products and sell as a single item, with their own price.

Sales Units

Sales units built from catalogue products: boxes, pallets, kits or whatever grouping you actually sell in.

Find out more: ERP · Purchasing and sales →