FEATURES
More than 100 features in a single invoicing software
Overview
- Billing graph for the last 6 months
- Cash flow table for the current and previous quarter
- Quarterly invoiced data, VAT and comparison with previous year
- Top 5 customers chart
- Listing of each user’s system history
Invoices
- Create invoices, receipts and credit/debit notes
- Issue simplified invoices and receipt invoices
- Send your documents by email
- Download to PDF
- Clone an invoice
- File documents
- Send expiration alerts by email or sms
- Schedule partial payments for a document
- Cancel or issue credit notes for your invoices
- Issue documents in foreign currencies
- Electronic Invoicing (digitally signed PDF)
Advanced Search
- Quickly filter for overdue documents
- Search between archived and non-archived documents
- Search by customer, document number or reference
- Filter by document status
- Select the type of documents you want to search for
- Filter by amount, invoice date or due date
- Get your filter totals, paid and overdue amounts
- Finalize, pay or archive a group of invoices
- Export search results to Excel
- Find out when your invoices are due for payment
Contact
- Access the top 5 customers and debtors
- Search by name, address, VAT number or email address
- Sending your current account by email
- Define a preferred contact
- Customize the due date and remarks
- Issue documents in Portuguese, English or Spanish
- Define the customer’s currency
- Customize the alerts you send to your customers
- Find out the actual average payment date for each customer
- Find out the totals received, overdue and on time by client
- Access the list of documents issued and/or received
Export & Import
- Export your data to SAF-T PT
- Export your customers, items or invoices in Excel, CSV or XML
- Export your entire account to XML format
- Import your customers or items in CSV format
Items
- Search by item name or description
- Define the item code, description and unit
- Configure values with or without VAT
- Control the number of items sold
- Know the total sold of each item
Scheduling
- Create schedules for recurring invoices
- Define the time interval and frequency of appointments
- Search for appointments by name, description or reference
- Find out the next and last dates for the appointment
- Activate or deactivate schedules
- Automatically send generated invoices by email
- Create invoices for past dates
Orders
- Search by supplier, article or document number
- Filter by draft, final, canceled, accepted or refused
- Filter by issue date, delivery date or value
Budgets
- Issue quotes, proforma invoices or fee notes
- Search by client, reference or budget number
- Search by state and type of budgets
- Filter by issue date, expiry date or value
- Issue draft quotes
- Download in PDF format
- Send quotes by email
- Clone budgets
- Turn accepted quotes into invoices
- Mark quotes as accepted or rejected
- Include notes in the budget history
Guides
- Issue transport, return or delivery notes
- Search for documents by state and by type of guide
- Filter by customer, loading address, delivery or status
- Filter by upload date
- Turn guides into invoices
Personalization
- Customize the footer with your logo on your documents
- Set the number of copies per document by default
- Customize the text of comments by default
- Include your bank account on your documents
- Configure email/SMS messages for your customers
Due Date Alerts
- Configure the Email/SMS alerts to send to your customers
- Define the text to send in the expiration alerts
Receiving payments
- Include Multibanco references in your invoices and budgets
- Allow your customers to pay you by credit card
- Be notified when you receive payment from customers
- Issue an invoice automatically from a paid quote
Support and Security
- Updates included
- Email support
- 256-bit SSL encryption for data communication
- Twice-daily automatic backups
- Firewall monitored 24 hours a day
- Hosted servers protected by biometric systems
Electronic invoicing
- Issue invoices in electronic format
- Create digitally signed PDFs with legal value
- Send invoices by email and save time and money
Users and API
- Add users to your account
- Set the type of permission per user
- Access different accounts with the same login
- Integrate with other software products
Communication with the AT
- Set up automatic communication
- Automatic sending of invoices and bills
Functional and intuitive
We earn time to do what we love the most: create.
