Skip to content
FOR:CEO
Open navigation
Sales, purchasing and finance

Sales invoicing

Create customer invoices with products, terms and tax treatment, keep order-linked pricing intact and produce branded documents for customer delivery.

Turn the agreement into a financial document

An invoice brings together the customer, date, document number, product or service lines, amounts and tax context. Work directly in the form or use supported assistant workflows. Where the invoice comes from a sales order, the agreed commercial prices remain the basis of billing instead of being silently replaced by a newer price list.

Keep presentation and accounting connected

Supported print and email actions use the company's document presentation and the saved invoice data. Local electronic-invoicing workflows are separate from simply creating a PDF and apply only where configured. Follow payment and linked-document information to distinguish an issued invoice from one that has been transmitted, accepted or paid.

What to know before you start

Creating or emailing a PDF is not proof of tax-authority acceptance or customer payment. Verify the applicable electronic-invoicing and collection workflows separately.

Practical questions

Does a new price list reprice an existing order invoice?

Order-linked invoices retain the agreed-price protections. Current catalogue pricing is not a reason to overwrite the original agreement.

Can I use my company branding?

Supported document templates use company information and configured logo/theme settings. Confirm your desired layout during setup.

See how it fits your business.

Tell us how you work today, which countries you operate in and where the manual work piles up. Our team can help you choose the right starting point and prepare your setup.

FOR

Reconnecting to the server...

Connection lost — retrying in seconds.

Unable to reconnect.
Please retry or reload the page.

Your session has been paused.

Failed to resume your session.
Please retry or reload the page.