Invoicing | SotaERP

With SotaERP

Promote Your Business With

Online Invoicing

Manage contracts, create recurring invoices,
bill timesheets, get paid faster.

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Turn quotes into invoices with mininal effort

Bill automatically based on sales orders, delivery orders, contracts, or time and material.

All line item sales codes, amounts, VAT rates and descriptions will be copied over to the invoice. Invoices form part of your accounts whereas quotes/proformas do not.

Easily create invoices based on the quotes you have sent to your clients.

Send professional looking invoices directly to your clients in just a click.

Automatically send them by email as a PDF attachment or print and send them by mail.

Export e-invoice on SotaERP app

On the confirmed sales order interface, the employee requests the accountant to issue an e-invoice to the customer by tagging the accountant's name on the information exchange window and sending a request to issue an invoice for the specific order according to the draft invoice number or the accountant will proactively issue electronic invoices when the need arises.

Get paid faster

Online payments and automated follow-ups.

Accept online payments via Paypal, Ingenico, Buckaroo, Stripe, Atos Worldline or Adyen. Eliminate the hassle of sending reminders for late or outstanding payments. Automated follow-ups are simple to configure and help to streamline billing to make payments quick and easy.

Simplify your accounting

Keep track of bank account movements and the status of invoices.

Use the status overview to help keep track of drafts, paid and unpaid invoices.
Automatically record all transactions from your bank accounts by importing and reconciling your bank statements.

Analyze your sales

Access insightful data to get the big picture.

Gain immediate access to essential data through dynamic and personalized dashboards. Define and scrutinize your invoicing data according to various criteria such as product, customer, and salesperson to suit your needs.