Quotes
Create a quote, keep versions and follow acceptance. An accepted quote becomes the invoice, without retyping.
Module · Accounting
From quote to booked invoice.
Quotes, invoices and contracts belong together here. Credit notes, income, expenses, reminders and bank matching too. Subscriptions are their own module and create the invoice here.
Functions
The full document flow
Invoices
Invoices with line items, templates, PDF and e-invoice. Payment status and open items stay visible.
Contracts
Terms and contract text on the customer. Visible in the customer center, always on the file.
Credit notes
Corrections as their own documents, traceable back to the invoice.
Payment reminders
Overdue invoices trigger polite reminder steps. You step in only when a step gets stuck.
Income, expenses, reports
Receipts, revenue and reports prepared. Handover to your tax advisor becomes a formality.
SEPA & bank matching
Prepare direct debits and match payments to the account. Open items shrink because the match runs with them.
Recurring via subscriptions
Recurring invoices are created by the subscription module. Accounting books them, the portal shows the document.
Other modules
Customers & CRM
Master data, contacts and the full history – encrypted in one place.
Customer center
A portal in your brand: invoices, news, FAQ, guides and status.
Accounting
Quotes, invoices, contracts, reminders and the handover to your tax advisor.
Subscriptions
Terms, renewal, cancellation and recurring invoices – separate from contracts.
Tickets & support
Requests with ownership, SLA and the full customer history.
Leads & new customers
Find matching companies, check their websites, take them on as customers.
Website monitoring
See outages and changes before the customer calls.
Email & newsletter
Newsletters and trigger-based email. No further marketing module.
Licenses & access
Licenses, credentials and expiry dates in one place.
Knowledge base
Wiki and process knowledge for the team – and articles for support.
Online shop
Sell, take payment, write the invoice – and see the customer journey.