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Invoices

The invoice is generated from a deal or a project and sends itself — on a schedule, not on a reminder.

Part of the chain

  • Capture
  • Sell
  • Deliver
  • Get paid

Invoices, VAT invoices, credit notes and proforma invoices with their own series and automatic numbering, separate for each organisation. PDFs in LT, EN, bilingual, LV, EE or DE, with your logo. Recurring invoices are generated by rules (there is a dry-run mode), and reminders about unpaid invoices go out on a schedule.

What it covers

  • Invoices, VAT invoices, credit notes, proforma invoices and orders
  • Series and automatic numbering, separate for each organisation
  • PDF templates in LT, EN, bilingual, LV, EE, DE — with your logo
  • An invoice from a deal, from a project or from a portal order
  • Recurring invoice generation by rules, with a dry-run mode
  • Automatic sending and email reminders on a schedule
  • A discount model with no cent mismatches; amount in words (LT, LV)
  • Multi-currency invoices with rates from the European Central Bank

Who it suits best

Industries for which this area is one of the main reasons to choose the system.

What it connects to

The connectors that change the most for this area. Each one is switched on in the settings.

Rivilė Two-way sync: invoices, customers, products, purchases, payments and debts. Stock levels refresh every 5–15 minutes during working hours. Finvalda Product and customer sync, and document transfer into accounting. Robolabs Invoices, purchases, product import and PDF documents. Two accounts are supported — documents go to different accounting sets depending on the organisation.
All integrations

FAQ

Questions about this area

Did not find your answer? Ask us

Can invoices be issued and sent automatically?

Yes. Recurring invoices are generated by your rules and sent on a schedule. Before you switch it on there is a dry-run mode — you see what would be generated without sending anything.

Will the invoice reach our accounting software?

If you use Rivilė, Finvalda or Robolabs — yes, directly. Otherwise the data travels through the open API or an export.

Can we have several legal entities?

Yes. Several organisations are served in one system, each with its own series, numbering and PDF templates.

Can late payment interest be calculated?

Yes, on overdue payments. Debt summaries and an unpaid-invoice widget come with it.

Other areas

Payments and banking The customer pays by tapping a link in the invoice PDF, and the payment comes back from the bank without you. Customers and contacts You type in the name and the company details fill themselves in. Before the deal you can see whether the partner is reliable. Company database Before you call you can see whether the company is growing or shrinking — not just how many people it employs today. Shared inbox The customer wrote on Messenger and a colleague replied by email — the history is still one thread, and nobody answers twice.
All features

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