Features


OverviewBack to the top ↑

  • Invoicing Map from the last 6 months
  • Treasury Map from the current quarter and the previous one
  • Quarter data from the invoices, from VAT and comparison to the previous year
  • Graphic on the Top 5 clients
  • History listing on each user's system

InvoicesBack to the top ↑

  • Create invoices, receipts, plus credit and debit notes
  • Issue simplified invoices and invoice-receipts
  • Send your documents by email
  • Download to PDF
  • Clone/Copy an invoice
  • File documents
  • Send overdue reminders by email or sms
  • Set partial payments from a document
  • Cancel or issue credit notes from your invoices
  • Issue documents in foreigner currencies
  • Electronic Invoice (PDF digitally signed)

ContactsBack to the top ↑

  • Have access to the top 5 debtors
  • Search per name, address, fiscal number or email
  • Email sending of your current account
  • Determine a preferred contact
  • Customize the overdue term, plus the observations
  • Issue documents in Portuguese, English and Spanish
  • Determine your client's currency
  • Customize the reminders to be sent to your clients
  • Be aware of each client's actual average payment date
  • Perceive the total amount received, overdued and within term, per client
  • Have access to the list of issued and/or received documents

Advanced SearchBack to the top ↑

  • Quickly filter your overdue documents
  • Search your filed and unfiled documents
  • Search per client, document number or reference number
  • Filter per document status
  • Select the type of documents you want to search
  • Filter per amount, invoice date or overdue date
  • Have the total of your filters, the paid and overdue amounts
  • Conclude, pay or file an amount of invoices
  • Export to Excel the results of your search
  • Know the date of the payment prediction of your invoices

ItemsBack to the top ↑

  • Search per name or per item description
  • Determine the item codes, description and unit
  • Set the amounts with VAT and without VAT
  • Control the number of sold items
  • Know the total amount sold of each item

SchedulingBack to the top ↑

  • Create scheduling for recurring invoices
  • Determine both the break and the frequency of your scheduling
  • Look for your scheduling per name, description or reference
  • Know the next and the last scheduling dates
  • Enable or disable scheduling
  • Email automatically your created invoices
  • Create invoices with past dates

OrdersBack to the top ↑

  • Search per supplier, article or document number
  • Filter per draft, final, cancelled, accepted or refused
  • Filter per issuing date, delivery date or amount

BudgetsBack to the top ↑

  • Issue budgets, pro forma invoices or fee invoices
  • Search per client, reference or budget number
  • Search per status and budget types
  • Filter per issuing date, expiring date or amount
  • Issue draft budgets
  • Download in PDF
  • Email budgets
  • Clone budgets
  • Convert accepted budgets into invoices
  • Define budgets as accepted or refused
  • Include notes on your budget history

GuidesBack to the top ↑

  • Issue waybills, return guides or delivery notes
  • Search documents per status or type of guide
  • Filter per client, address, or status
  • Filter por data de carregamento
  • Transform guides in invoices

CustomizationBack to the top ↑

  • Customize the footnote of your documents with your own logo
  • Determine the amount of copies for each document, by default
  • Customize the content of the observations by default
  • Include your account data on your documents
  • Set the Email/Sms texts to send your clients

Overdue RemindersBack to the top ↑

  • Set the Email/Sms reminders to send your clients
  • Determine the text to send your clients in the overdue reminders

Receive PaymentsBack to the top ↑

  • Include ATM References on your invoices and budgets
  • Allow your clients to pay by credit card
  • Get a notification whenever you are paid
  • Issue an invoice automacially, from a paid budget

Electronic InvoicingBack to the top ↑

  • Issue invoices electronically
  • Create digitally signed PDF's and with the legal amount
  • Email invoices and save time and money

TaxesBack to the top ↑

  • Determine your tax rates
  • Set rates according to the region
  • Determine the default rate

Users and APIBack to the top ↑

  • Add users to your account
  • Determine the type of permission per user
  • With the same login have access to different accounts
  • Make combinatios with other software products

Serial DocumentsBack to the top ↑

  • Create new sets of documents
  • Choose the set of documents by default

Export & ImportBack to the top ↑

  • Export your data to SAF-T PT
  • Export your clients, items or invoices in Excel, CSV ou XML
  • Export all your account to XML
  • Import your clients or items to CSV

Support and SecurityBack to the top ↑

  • Updates included
  • Support by email
  • SSL 256bits encryption in data communication
  • Daily automatic Backups, twice a day
  • 24 hours a day Monitored Firewall
  • Servers in housing are protected by biometric systems

Mobile AppsBack to the top ↑

  • iPhone
  • Windows Phone 7
  • Android
  • Windows 8

Contact with the ATBack to the top ↑

  • Set the automatic communication
  • Automatic sending of invoices and guides

Testemonial

Functional and intuitive.
We earn time to do what we love the most: create.

Tiago Pedroso - Plug it Design