Sinfonia’s Invoicing kit links quotes, invoices, credit notes and payments without re-keying. Free for life for one user, the kit then follows your own invoicing rules.
- Objects
- Person, Company, Item, Payment, Expense, Reference data
- Processes
- 5
- Price
- Free for life, 1 user
- 01Quote
Price a proposal and track the customer’s decision.
- 02Customer invoice
Invoice, lock and track payment.
- 03Credit note
Cancel or correct all or part of an issued invoice.
- 04Recurring invoice
Issue the same invoice every month without redoing it.
- 05Payment reminder
Remind a customer before and after the due date.
Who the Invoicing kit is for
The Invoicing kit suits a company that prepares its quotes and invoices in a word processor or a spreadsheet. An accepted quote becomes an invoice without re-keying. Each payment received is matched to its invoice, and late payments stay visible.
How the Invoicing kit adapts to your company
The Invoicing kit works from day one with standard objects and processes. Then add your documents: your quote and invoice templates, your price list or your payment terms. Sinfonia picks out their fields, steps and rules, then builds them into the kit.
Every object and process in the kit is listed in the catalogue of business objects and processes.
The Invoicing kit, free for one user
The Invoicing kit is free for life for one user. Beyond that, each module costs $20 per month per user.
After the Invoicing kit
The natural next step after the Invoicing kit: sales orders, to group a customer’s accepted quotes. Inventory comes next, then export to your accountant’s software. The Sinfonia agent proposes each extension when your usage calls for it.