BUSINESS TOOL
Invoicing: Job Done, Money in the Bank
Invoices from quotes or jobs. Payment tracking. Finance dashboard
Start 29€/month, cancel anytime
THE PROBLEM
Invoices written after hours
The job was installed weeks ago. You'll write the invoice next week. Then you forget. Three weeks later it hits you. A cash flow problem caused by forgetfulness
Whether it got paid? No idea
THE SOLUTION
Invoices in one click
Directly from the job. All line items carried over
Automatic reminders and finance dashboard
- ✓From job or quote
- ✓Payment tracking
- ✓Reminders
- ✓PDF generation
- ✓Finance dashboard
How it works
Close the job
Set status to complete
Create invoice
With one click
Send
PDF by email
Track
Payment status
Writing invoices after hours — every sign shop owner knows this. Yet the job is already done and all line items are captured. With PlotonIQ, a completed job becomes a full invoice with automatic payment reminders in one click
Invoicing without effort
Complete the job — all captured line items and time entries are already there
Invoice is created with one click — all line items, prices and taxes transferred
Send invoice by email with payment link — direct sevDesk handoff
Automatic reminders for overdue payments — configurable schedule
YOUR BENEFITS
- ✓No more manual double entry
- ✓All time tracking data flows in automatically
- ✓Payment status visible in real time
- ✓Automatic reminders save time and reduce bad debt
- ✓sevDesk sync keeps accounting automatically up to date
19
KI-Module
30s
zum Angebot
17
Sprachen
29€
/ Monat
Frequently Asked Questions
Are invoice numbers automatically assigned?
Yes. The numbering scheme is configurable. Existing numbering sequences from sevDesk are adopted
What happens if a client does not pay?
Automatic reminders after configurable deadlines. If payment is still absent, a dunning notice can be generated
Can I create partial invoices?
Yes. Deposit invoices and final invoices are possible. The deduction is automatically calculated
Which invoice formats are supported?
PDF with tax number, VAT ID and all legal requirements. ZUGFeRD (e-invoice) is planned