Software for invoicing your orders

Create offers with one click

Create offers

With our invoicing software, you can create and send your quotations directly online. This saves you valuable time when creating quotations. And you no longer need to worry about layouts or the correct contact details, as our invoicing program automatically takes care of these for you.

• Templates & standard modules
• Price lists and article catalogs
• Billing according to expenditure or fixed price
• Optional or alternative positions
• Discounts & rebates

Which offers do I need to follow up on?

Track and follow up on offers

Quotation tracking in our invoicing software helps you to stay on the ball with all your open sales opportunities. All quotations created are automatically documented so that you always have an overview of which changes were made and when.

This allows you to easily identify which offers are still open and where there is a specific need for action. If you wish, you can set reminders in the CRM module to follow up on open offers.

• Clear documentation of all offers created
• Need for action immediately recognizable with open offers
• More effective use of sales opportunities through resubmissions

Flexible billing of orders

Manage orders

Convert order items into work packages within a project. Employees can book their working times to these. The booked times are in turn the basis for invoicing. Thanks to the intelligent links between project, time recording and invoicing, you retain full control over your orders at all times.

• Keep an eye on orders at all times
• Convert orders into projects and book working hours on them
• Create order invoices on the basis of booked working hours

Digitize your contracts

Manage contracts

Billing for services is often time-consuming, as there are many things to consider. With projectfacts, you can easily manage different types of contracts such as license agreements and support contracts. Digitize your contracts with our online invoicing software and never miss any deadlines or dates again.

• Manage different order types
• Overview of current orders and the billing status
• Individual payment plans and billing rules

Writing e-invoices – made easy

Writing e-invoices

You can simplify your invoicing process with our invoicing software. The software shows you which items can be invoiced and when. Create individual payment plans and billing models: billing according to project progress, specific times or in percentage discounts.

You can create, send and track e-invoices in projectfacts and, if necessary, write reminders. This makes your day-to-day work easier and optimizes your invoicing area.

• Application of different billing rules, daily rates and item types
• Compatible with ZUGFeRD and XRechnung
• Create, send and track invoices completely online

Multi-level, automated dunning process

Manage receivables

In our invoicing software, you can see at a glance which invoices are open, due or overdue. This means you always know which incoming payments you can expect on which date.

projectfacts automatically reminds you when you should start a dunning process and when which dunning level is due. The decisive factor here is the payment target that you have defined within the invoice or with the customer.

• Recognize open, due and overdue invoices at a glance
• Automatic and multi-level dunning process
• Customized templates for payment reminders and dunning letters

Digitize incoming invoices

Enter incoming invoices

Use projectfacts not only to create outgoing invoices, but also to record incoming invoices. In this way, you can digitize your entire accounting and operate systematic digital cost controlling.

This is particularly easy with incoming e-invoices, as they are read automatically and can be processed directly. For example, you can compare the costs with your project income and automatically calculate your contribution margins.

Read in and reconcile account transactions

Banking interface

Thanks to the automatic bank interface, projectfacts can import your bank's account movements on a daily basis and compare them with your invoices via the purpose of payment. If the software finds a matching invoice, it automatically assigns the payment to the appropriate invoice.

This works for both incoming and outgoing invoices. This saves your accounting department a lot of time and effort every day.

Simple accounting for business trips

Travel expense report

The projectfacts invoicing software offers a fast and digital solution for the entire travel expense report process. From the application to the creation and checking of travel expenses to the settlement of travel expenses, projectfacts covers the entire process.

Different currencies, country-specific meal rates and additional meal expenses can be easily mapped with the projectfacts invoicing program. Thanks to the integrated solution, assignment to projects and billing with customers is also no problem

Project controlling in real time

Financial accounting

With the projectfacts invoicing program, you can manage all of your company's finances. By collecting all receipts uniformly in one system, bookkeeping is made noticeably easier. You only need one software for invoices, costs and receipts.

Our DATEV export function allows you to export all relevant invoice data in a standardized form. Invoice date, document number, amount and currency are recorded uniformly in this way. This saves you time and money when filing your tax return. E-invoices, orders, billing, price lists and more are combined in projectfacts.

• All finances in one system and at a glance
• DATEV export simplifies accounting