Invoice from the quote
The invoice uses the option the customer accepted. You can also create manual invoices with your own line items.
Signum Rise › CRM with invoicing
CRM with invoicing
Quote, win and invoice in the same system
When a quote is won, the invoice comes from it in one click: same customer, same line items, same amounts. No retyping and no mismatches between what you sold and what you bill.
Invoicing connected to your sales
PDF and payment link
Branded invoice sent by email or WhatsApp, with your payment link if you use one.
Taxes by country
Configure the taxes of each country where you invoice and the system applies them per line.
Credit notes and payments
Record partial payments, payments covering several invoices and credit notes. Balances update on their own.
Recurring invoices
For customers with fixed monthly charges, the invoice is prepared automatically on the date you choose.
For your accountant
Export to QuickBooks and download the monthly CSV. Tax accounting stays with your accountant.
Day to day
- The won quote becomes an invoice without copy and paste.
- See invoiced, collected and outstanding for the month on Home.
- Send a customer their account statement in one click.
- At month end, export everything for your accountant.
Frequently asked questions
Is it government e-invoicing?
No. Signum Rise issues branded commercial invoices and handles collections. Electronic invoicing with your country’s tax authority and the accounting stay with your accountant or accounting system; for that you export to QuickBooks or CSV.
Is invoicing included?
Invoicing is a module. In “Build your plan” you choose the modules you need.
Can I invoice without a quote?
Yes. Create a draft invoice and add your line items manually.
Try it with your own lanes and your own numbers.
We prepare a tailored proposal based on your modules and users.