Billing
Write quotes and invoices, keep track of payments. Deliberately small: for businesses with a manageable number of documents, not a bookkeeping system.
M58 · Shared · Finance
your-address.usable.works| 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 |
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
Fits together with
Other blocks from the same area.