Data Apps · All views
ProInvoice.
Quotes, invoices, credit notes
Invoicing enforced by the server: quotes, orders, invoices, deposits and credit notes, with the rules that protect an invoice, according to the trade's profile.
What it shows
The list of documents with their KPIs, and each document with its preview and its status ribbon.
What you do with it
- Prepare a draft: lines, discounts, VAT; totals are recalculated by the server.
- Issue: a number with no gaps or duplicates, a locked document, a frozen PDF.
- Convert a quote into an invoice, correct with a linked credit note.
- Track payments.
What the table needs
- A table of documents, with its log switched on.
Good to know
- Five profiles provided: General, Services, Retail, Construction, Subscriptions.
What it's for
- A tradesperson's quotes and invoices
- A service company's invoicing
- Deposits and progress invoices in construction
Partner programme
One view, and your client's application takes shape.
You build the applications with your clients; ProSuite provides the platform, ODESA and the updates.