Three ways to issue
Internally with your own number series and PDF, through KROS Fakturácia, or just recording invoices issued elsewhere.
What it contains
Documents that
match your orders.
The Owner decides once how the organisation invoices. You can change it later without renumbering older documents.
Invoice from an order
The customer, items and prices carry over from the order. Nothing to retype.
Draft and issue
Edit the draft until you issue it. Issuing is always your action, for several drafts at once too.
Credit notes and cancelling
Correct an issued invoice with a credit note or cancel it. The history of the document stays complete.
E-mail to the customer
Send the invoice with its PDF to the customer by e-mail right from the app.
Payments and cash box
The Pay button records a payment on the invoice. The cash box shows cash from deposits, withdrawals and cash payments.
How it works
From draft
to payment.
Nothing is issued automatically. You decide when an invoice gets its number and goes to the customer.
- 1
Choose the way
In the invoicing settings, the Owner chooses internal or external issuing, or connects KROS Fakturácia.
- 2
Prepare a draft
From an order with the Create invoice button, or on its own with New invoice.
- 3
Issue
The invoice gets its number, payment reference, delivery date, due date and PDF; with KROS, KROS assigns them.
- 4
Send and get paid
Send the invoice by e-mail and record the payment when the money arrives.
Where to find it: left menu › Finance › Invoices
Connections
Who rides the same route.
Modules complement each other. With both switched on, links between them appear; switching a module off never deletes its data.
Your business is the next stop.
Creating organisations is paused for now. We will set up a test organisation for you on request.