Invoicing Module: Customer invoices, reminders and balance tracking

The Invoicing module enables you to manage your entire customer invoicing cycle: from invoice issuance to payment tracking, including reminders and cash flow management.

Invoice issuance

Generate customer invoices from delivery notes or orders. Automatic numbering, customizable templates, VAT and payment terms are managed according to your business rules. Invoices can be sent by email directly from the application.

Payment management

Record customer payments (partial or full) and link them to invoices. The module handles deferred payments, down payments, credit notes and discounts. Each payment is automatically tracked.

Automatic reminders

Configure reminder rules based on due dates: automatic reminders, personalized reminder letters and escalation according to delay. Reminders are generated and recorded for complete receivables tracking.

Customer balance tracking

View customer balances in real time: unpaid invoices, upcoming due dates, balances per customer and per period. Dashboards and cash flow indicators to drive your activity.

Credit notes and refunds

Record returns and cancellations via credit notes. Credit notes are automatically applied to existing invoices or carried over to future payments.

Bank reconciliation

Reconcile received payments with your invoices. The module facilitates payment identification, handling of multiple payments and variance management for clear accounting.