Invoices, dunning, and whitelabeling — all in the same system as the order.
Accounting & Finance runs invoices, quotes, and contracts on the same order data as sales, whitelabels every PDF in your own corporate design with texts set per country, and lets you build custom document templates and text variables for documents and emails yourself — instead of maintaining invoices in a second system.
Every figure at a glance, no spreadsheet export
Open items, overdue invoices, and net and gross revenue are available for any date range you pick, alongside invoice status as a breakdown and revenue by month as a trend — built on the same order data as the quote and invoice, not a separately maintained spreadsheet.
- Open items, overdue invoices, net and gross revenue for any date range.
- Invoice status as a breakdown: drafted, open, overdue, paid.
- Open overdue and recently created invoices straight from the overview.
One status workflow for every document type
Invoices, quotes, and contracts each run in their own list with status (draft, open, overdue, paid, or sent/not sent), date-range filters by month, quarter, or year, and the same set of actions: open the PDF, print, download, or send it directly. Contracts run as recurring invoicing with an interval and next invoice date.
- Draft, open, overdue, paid status per invoice; sent/not sent per quote.
- Recurring contracts with interval, next invoice date, and invoice history.
- Download every contract as a ZIP, for the tax advisor or the archive.
Line items on the left, the finished PDF on the right — live
Every document moves through draft, invoice, sent, and paid as a visible status stepper. Line items, groups, and working hours are captured on the left, with subtotal, VAT, and total recalculated live, while the right side shows the live preview of exactly what the final PDF will look like — including a draft watermark until the document is confirmed.
- Capture line items, groups, and working hours in the same table.
- A live PDF preview while the document is being edited.
- Load a template, or save the current document as a new one.
Every PDF in your own corporate design, for every country
Three layouts are on offer, from the classic to the modern invoice, and the header and footer carry the company name, address, and VAT ID as HTML instead of a fixed template. Free-text blocks for quotes, delivery notes, and service reports can be set independently per country, and a switch per document type turns on digital signatures with freely named roles such as customer or technician.
- Three PDF layouts to choose from, plus HTML header and footer in your own branding.
- Separate free texts per country — Germany, Austria, Switzerland individually.
- Digital signature per document type, with freely named roles.
Your own document templates, built like blocks, no dev team needed
The document builder assembles custom templates like a work order, a site measurement, or a meeting minutes form out of ready-made elements — company logo, customer data, site address, order information, and more — dragged onto the page. Every template gets its own email and WhatsApp template for sending, plus its own folder structure for the generated PDFs.
- Drag-and-drop elements: company logo, customer data, site address, and more.
- Attach a template to an order or to time tracking, depending on its purpose.
- Its own email and WhatsApp template, plus a target folder, per document template.
From a payment reminder to dunning level two, automatically
Dunning levels from a plain payment reminder up to formal reminders with fees and default interest are freely configurable, each with its own email template and numbering scheme. Text variables like customer name, invoice number, or due date are available in both documents and emails — the same fast, consistent communication with customers, partners, and suppliers instead of typing every text by hand.
- Freely configure dunning levels, from a reminder to a formal notice with fees.
- Dunning fees and default interest post separately, the original invoice stays open.
- Text variables for customers, partners, and suppliers alike, in both document and email.
