Administration

Create invoices from the platform and send them to your invoicing software, which is the one that issues them. From here you see the balance of issued and received invoices and what is pending to collect and to pay. It does not replace your invoicing software: it connects to it.

• Invoices from the CRM

  Create the invoice where the client and the quote already are.

• Connected to your software

  The invoice is sent to your invoicing software, which issues it. The first connector is Holded.

• Issued and received

  The balance of all your invoices in one view.

• Pending collections and payments

  What you are owed and what you owe, without cross-checking spreadsheets.