The invoice is raised automatically from the completed work order, with the parts and labour already on it.
What it does
Invoices, e-Factura, payments and client balances.
E-invoicing integration specific to each country: where it is supported, the status and any refusal show on the invoice; elsewhere the issued invoice is saved as a PDF.
Payments, client balance, credit limit and payment terms, with receivables ageing kept current.
Consolidated invoicing: one invoice per period for all of a fleet client's jobs.
What's included
- Draft invoice created from the completed work order, checked and issued in one step.
- Electronic-invoice validation before sending, where your country's e-invoicing is integrated.
- Electronic invoices submitted, refused and archived, each with the authority's answer, where integrated.
- A connection to your country's e-invoicing system where it is supported, with a warning before it expires.
- Payments allocated to invoices, and each client's balance kept up to date.
- One consolidated invoice per period for a fleet client, with a vehicle-by-vehicle annex.
- Accounting export for your accountant, with your own account mapping.
Works together with
To do its job, this module also needs:
Clients
Clients, vehicles, client orders and their customer approval.
About ClientsOperations
Work orders, the workshop tablet, time tracking and quality checks.
About OperationsSee also
Clients
Clients, vehicles, client orders and their customer approval.
About ClientsInsurance claims
RCA and CASCO claims: the assessment, the approved amount, and the repair split into two invoices — one to the insurer, one to the customer.
About Insurance claimsLedger (informative)
A double-entry ledger built from the shop's own documents: trial balance, account ledgers and a comparison with what the accountant received.
About Ledger (informative)Make your workshop more efficient: visible processes, clear workflows, a way of working that is transparent and easy to follow.
Create your account and run your own shop in SanoERP. Nothing is deleted when the trial ends.