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Invoicing & Tax Documents

The invoice comes out of the order, with its history kept. The US sales tax edition is in preparation.

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Develop · Invoicing · Invoice lookup
Lookup of April invoices, with the period’s total and each invoice’s status: authorized, canceled, with an error or in draft.
A real system screen, with sample data. The screens are in Portuguese today.Scroll sideways to see the whole screen.

The invoices for the period, with the status of each one. A real system screen, with sample data. The screens are in Portuguese today. Scroll sideways to see the whole screen.

How it usually works

The invoice is typed again, in a separate program

Every day someone checks, one by one, which invoices went out, which were voided and which still need fixing.

At month-end the accountant asks for the invoice files, and someone digs through a folder on the computer.

With the module

Invoicing is the last step of something that was already done

  • The invoice pulls in the order
  • The tax comes from configuration
  • The status answers on the screen
  • Once issued, the rest happens
What the invoicing module handles

Outgoing

  • Product invoice, from the order or standalone
  • Service invoice, from the job or standalone
  • Correction of an invoice already issued, kept on record
  • Cancellation within the deadline, returning the balance to the order

Incoming

  • Invoices received, listed by period with their status
  • Service invoice received, creating the payable
  • Returns issued and received, with their own report
  • The supplier invoice moving on to the stockroom check

For the accountant

  • Invoices issued, received and canceled, with totals
  • Download every file for the period at once
  • Report of customer-owned material sitting at your company
  • Tax rates configurable per issuing company

Talks to Sales, Finance, Inventory, Shipping, and Master Data.

Want to see an order of yours become an invoice before deciding?

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A reply by email within one business day, from a person on our sales team — not a bot.

FAQ

Type your question and press Enter: the answer opens right below, in the list.

Does it handle US sales tax?

Not yet. Tax documents are country-specific, and today the module issues the documents required where our current customers operate. The US edition — sales tax, US dollars and English screens — is being prepared with our founding customers.

Which parts can I use while the US edition is being prepared?

That’s what the demo is for: we look at how your company works and tell you plainly which parts serve you today and which ones wait for the US edition.

An invoice is stuck on “processing.”

The screen explains what it’s waiting for, offers to check the status, and you can close it — the invoice keeps being processed.

Can I correct an invoice that’s already been issued?

Yes, with the correction kept on record next to the invoice. What the rules don’t allow to be corrected has to be canceled and issued again.

How do I get two hundred invoices to the accountant?

Filter the period and download everything at once, in a zip file. No need to open invoices one by one.

What if the internet goes down when I’m invoicing?

Issuing a document online depends on the connection — that’s true for any system. The order, the shipment and everything already recorded stay in the system, waiting for the invoice.

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