Quotes
Lines from your catalogue, per-line VAT, discount, validity, terms. Signing link to send by WhatsApp or email, “viewed” and “signed” tracking.
Everything listed here is available today. Modules in preparation are marked as such.
Lines from your catalogue, per-line VAT, discount, validity, terms. Signing link to send by WhatsApp or email, “viewed” and “signed” tracking.
Number assigned on issue (continuous, gapless), invoice locked once issued, corrected by a full or partial credit note.
Partial payments, balance due, overdue invoices, transfer or cheque reference.
Each request (call, WhatsApp, visit) followed up to the quote: status, follow-up date, conversion to client.
Records with ICE, IF, RC, payment terms, custom fields, balance and history.
Products and services with price, VAT and unit, added to documents in one click.
Expenses by category, deductible VAT, encrypted receipt, recurring expenses, CSV export.
Contact details, ICE, bank details and total purchases per supplier.
Kanban board, personal task list, automatic progress, linked quotes and invoices.
Collections, expenses, late payments, pending quotes, monthly VAT (indicative).
SHA-256 fingerprint, verification QR code and barcode, timestamped simple electronic signature.
Roles and none / read / write rights per section, invitations, remote sign-out.
Logo, colour, legal details, numbering prefixes, terms, units, categories, custom fields.
Full export, account deletion with a grace period, verifiable security log.
Sales and purchase journals, VAT statement (cash or accrual), aged receivables, simplified income statement, accountant export.
Warehouses, movements, inventories, purchase orders, receipts and deliveries, average cost.
Employee records, contracts, leave.
Rentals, appointments, construction, digital services, point of sale.
No payment method required. At the end of the trial nothing is deleted: you choose to continue, or you export your data.