Business software for small businesses · Accounting view

One app for every invoice

Delivered orders without an invoice and drafts waiting to be finalized appear in one list, oldest first. One click opens the order with the invoice ready to issue.

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What they get

  • The list of invoices to create, with the total still waiting
  • Invoices issued straight from the order, numbered without gaps
  • Credit notes for a whole invoice, some lines or an amount
  • Payment follow-up: pending, overdue and paid, with an Excel export
  • An accounting export for your accountant: a month, quarter, half-year or year of invoices in one ZIP with an Excel summary
  • Invoices sent to the customer again in one click, with a personal note
  • Every supplier invoice in one list, and the freelance sales reps’ invoices with their status, Pending or Paid
  • Recurring supplier invoices (hosting, phones, rent) created on their date, with one e-mail listing them
  • A morning e-mail with everything still to invoice
  • The customers and orders of every zone, with their documents, to check and export to Excel

What stays out of view

  • Customers, orders, calls and visits stay read-only for them
  • Quotes and the sales pipeline stay with the sales team

A look at their screens

Tavalle, customer invoices to create: orders without an invoice and drafts to finalize (demo data)

What is left to invoice

Customer invoices opens on what is still to invoice: delivered orders without an invoice and drafts to finalize, with the total waiting and how long each has been there. One click creates the invoice from the order.

Tavalle, all customer invoices: paid, pending and overdue, with their totals (demo data)

Every payment, followed up

All invoices shows what is paid, pending or overdue, with the totals at the top, filters by zone, month and year, and an export to Excel.

The demo, step by step

For accounting, Tavalle opens on the invoices still to create: delivered orders without an invoice, and drafts to finalize.

One click opens the order with the invoice ready to create. Once finalized, it gets its number and date, and it can no longer change.

Follow every invoice until it is paid, issue credit notes when needed, and export everything to Excel.

Customers and orders of every zone are there to check, read-only, and every list exports to Excel. Sales reps see their invoices, but only accounting and managers change them.

And every morning, an e-mail lists what is still to invoice. Nothing delivered stays unbilled.

FAQ

Frequently asked questions

Who can create and change invoices?

Accounting, managers and administrators. Sales reps see their customers’ invoices but cannot create or change them.

How does accounting know what to invoice?

Every delivered order without an invoice, and every draft not yet finalized, appears in the “To create” list. A daily e-mail sends the same list.

Can a finalized invoice still be changed?

No. Once finalized it gets its number and date and is locked; corrections are made with a credit note.

Does accounting see every zone?

Yes. Accounting works on the invoices of every zone, while customers and orders stay read-only for them.

The other roles

For administrators

The whole company in one place: finance by month and by zone, every customer, the pipeline and who sees what.

For managers

The team’s calendar, every customer and the pipeline of the zone, and its figures month by month.

For sales reps

The calendar first: calls, visits and follow-ups, then quotes that become orders in one click.

For team members in the field

Technicians, cleaners and drivers: their own calendar and the visits assigned to them, nothing else.

For reception

Find any customer of the zone in seconds and book calls and visits in the right person’s calendar.

Business software for small businesses

One business app with built-in CRM and ERP features for sales, orders, invoicing and finance.
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