Invoice what's sold and delivered — with tax deductions, OCR and credit notes. The basis is pulled straight from the quote and project, so you don't re-enter the same thing.
The invoicing module takes over once the job is delivered. The invoice is built from the signed quote — amount, customer and lines carry over — and completed with tax deductions, OCR number and VAT. Out comes a finished invoice, with credit notes and a case number that ties the whole deal together.
The invoice is built on what's already sold — no lines re-entered.
Deductions, VAT and OCR number are worked out for you, ready to send.
Correct an invoice easily with a traceable credit note linked to the original.
The same case number follows lead → quote → invoice.
Invoicing is a module you can run on its own, but it shares data with the rest of the system. Common connections:
Yes. Amount, customer and lines carry over from the signed quote — you only adjust if needed.
Yes, deductions are calculated on the invoice and OCR numbers are created automatically.
Yes, a credit note is created traceably linked to the original invoice.
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