Sales & documents

Shows, for the selected company, the figures “Open quotes”, “Open orders”, “Open invoices”, “Of which overdue” and “Revenue this month”, together with the “Recent documents”. This is where you start new documents.

The overview shows all statuses and origins for the company. Indicators are independent of filters and separated by document currency. Total and outstanding balance have separate columns.

Not a payment request / no accounting effect.

Creates a new document as a draft: “New quote”, “New order”, “New invoice”, “New delivery note” or “New picking list”. Customer, details, texts and lines are entered in one form; totals including VAT are calculated as you go.

Shows a document: a draft is edited in the editor, an issued document shows its lines, “Payments”, “Sending log”, “Customer portal” and “Linked documents”. On the right are the “Actions” for the document type and status.

Send, PDF, record payment and reminder are grouped above the document details. Send opens email, post, PEPPOL and eBill. Unconfigured channels and channels without a required customer address are disabled with a reason and a link.

When the company is not VAT registered, the editor shows a notice and a status link. The rate selector is hidden and items are saved without VAT.

Sending and scheduling check the frozen payment method, currency and required tax note. Free-form bank details and PayPal work without an IBAN.

Invoices, quotations, credit notes and individual reminders can include an editable cover letter. Email and post send one combined PDF; Word contains a separate letter.

The editor shows the customer, date, title, reference, responsible person and lines without prices. Language, currency, template, service period and terms are hidden.

Calculates the commission per responsible person on the payments received in a period – excluding VAT; offsets against credit notes do not count. You set the rate per person on the same page. Amounts and totals are shown separately by document currency, without currency conversion.

Shows sent and received e-invoices (PEPPOL, eBill) with status and audit trail, manages access to PEPPOL, eBill and letter mail, and connects WooCommerce or Shopify shops.

Transfer approved expenses and posted CHF incoming items with optional markup into a customer draft invoice; filter outstanding expenses.

No rounding or round up to 5, 10, 15, 30 or 60 minutes; optional minimum per grouped invoice item.

Line and document discounts can be percentages or fixed amounts. Optional CHF 0.05 rounding appears separately.

Prices are proposed by customer, quantity and interval, then recalculated when saving. Month, quarter and year can have their own prices.

Calculates net revenue from invoiced documents less credit notes, by document date. Companies and currencies stay separate. Document discounts and advance deductions are allocated proportionally to items.

Foreign currency documents carry an exchange rate in CHF per currency unit. Issuing freezes the exchange rate, rate date, rate source and CHF equivalent rounded to cents.

Fixed EUR and USD rates can be defined for each company. The rate remains editable in drafts; automatic, fixed and manual show its source. Issuing a document freezes the rate. Accounting converts to CHF at the document rate. The actual CHF receipt or bank rate posts the exchange gain or loss to account 6960.

Finance | base connects quotes to order confirmations and full, partial, down-payment or final invoices, including without a Sales subscription. Per company, you can automatically create a confirmation on acceptance and optionally issue it immediately. Both settings are off by default.

Drafts count towards the limit. Repeating the same external shop return ID does not create a second credit note.

One series is created per interval with these positions. One-off positions remain in the document. Series create drafts without automatic sending.

Change series prices from articles and customer prices or a percentage preview; add period text, a free period and one-off items.

Monthly, quarterly and yearly item cycles use calendar days for partial starts or ends. Full cycles remain fully charged; partial lines are labelled as prorated and show a unit price rounded to cents.

Sets up recurring invoices or orders, for example subscriptions, rent or maintenance. Exactly one document is created per period, either issued and sent automatically or as a draft for review.

Changes a recurring invoice package with a daily pro rata difference preview and a linked successor. A negative amount creates a credit note, a positive amount an additional charge.

The successor series retains the end date, lead time, due date rule and remaining cycles.

A new series change saves the difference for future periods already invoiced as well. After an error, the successor remains stopped until completion.

Shows customers’ subscriptions and manages plans, payment links and promo codes. Subscriptions can be changed or cancelled internally.