Billing
Write quotes and invoices, keep track of payments. Deliberately small: for businesses with a manageable number of documents, not a bookkeeping system.
Live preview — real view with sample data
M58 · Billing
| Number | Kind | Customer | Subject | Status | Date | Due | Gross | Open |
|---|---|---|---|---|---|---|---|---|
| DZ-3391 | In progress | Entry 5 | Service due | In progress | 10/06/2026 | 08/06/2026 | Record 3 | Item 4 |
| DZ-4408 | Done | Record 6 | Defect reported | Done | 21/06/2026 | 19/06/2026 | Item 4 | Entry 5 |
| DZ-5510 | Reviewed | Item 7 | Handover ok | Reviewed | 02/07/2026 | 30/06/2026 | Entry 5 | Record 6 |
| DZ-1042 | Open | Entry 8 | Re-check | Open | 13/07/2026 | 11/07/2026 | Record 6 | Item 7 |
| DZ-2087 | In progress | Record 9 | Routine checked | In progress | 24/07/2026 | 22/07/2026 | Item 7 | Entry 8 |
Not a screenshot: the same interface you get in production.
One document, four kinds
Quote, order confirmation, invoice and credit note share one form. An accepted quote becomes an invoice at the press of a button — same line items, new number.
Issuing is final
While an invoice is a draft, anything can be changed. After issuing, nothing: number, amount, date and address are locked (German GoBD rules). A mistake is cancelled — the module writes a matching credit note and links both documents.
Payments are entries, not checkmarks
Every payment is a row with date, amount and reference. Partial payments produce the 'partly paid' status by themselves. A correction is a negative entry, not a deletion.
The document says what is missing
Without a delivery date, customer or line item the document cannot be issued — the module names what is missing. Company details (address, VAT ID, IBAN) live in Settings under 'Company' and apply to every document.
What's inside
- Overview
- Documents
- Due dates
- Document
- New document
- Issue
- Convert to invoice
- Record payment
- Send reminder