Billing and invoicing

The invoice screen is the same one whether you are selling a part out of the warehouse, an hour of labour or a service — the accounts follow the item.

  • Invoice parts, services, labour and assemblies on the same document.
  • Prices come from the customer’s price list, with trade discounts applied automatically.
  • Credit limit shown and checked while you type.
  • Line-level discounts, per-item tax and per-item project or job.
  • Post, print, email as PDF, or park it and come back.
  • Credit invoices and credit notes reverse a sale without a journal entry.
  • Consolidate several open invoices into one document.
  • Generate a batch of invoices from delivered orders in one pass.
Sales invoice being edited, showing currency, credit limit and stock per line
A cross-border invoice: CAD at 0.731, a 30,000 credit limit, 5% trade discount, on-hand shown per line.
A printed sales invoice with kit components expanded
The finished document — the kit expands into its five components and the total prints in words.
A printed packing list for the same order
The same order as a packing list.
A printed pick list for the same order
And as a pick list for the warehouse.

Every dataset on our hosting has this, from day one.

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