Start from a booking or deal
A completed booking or a won deal in your CRM becomes the starting point. Contact, service and price are already there, so you begin with the details filled in.
Send a quote, then an invoice
Turn the deal into a quote for the client to approve, then convert the approved quote into an invoice in a click. Line items and tax rates carry over.
Deliver a compliant e-invoice
Send an EU e-invoice built to the EN 16931 standard. Put retainers on a recurring schedule and let dunning follow up on anything that goes unpaid.
Export to DATEV
Hand your tax advisor a DATEV-compatible export of invoices and payments, so bookkeeping stays clean and month-end is faster.