Invoicing software for complete customer invoice management
Create and manage customer invoices connected to delivery notes, payments, returns, credit notes, taxes and financial history through the SUIGEST360 ERP invoicing workflow.
An invoice directly linked to a delivery note.
The invoice uses the commercial data actually recorded on the delivery note and becomes the financial reference document for customer settlement.
- Automatic reference
- Source delivery note
- Customer
- Warehouse
- Billable products
- Discounts
- Taxes
- Payments
- Customer returns
- Customer credit notes
- Financial history
- PDF and Excel
Browse invoices.
The invoice list displays the essential financial information for every document.
- Reference
- Date
- Customer
- Related delivery note
- Net amount
- Paid amount
- Remaining amount
- Payment status
- Created by
- Created at
- View
- Delete when permitted
Create an invoice from a delivery note.
Invoices are not created independently from the invoice list. They are generated from delivery notes that have not already been invoiced.
- Conversion from a delivery note
- One invoice per delivery note
- Required invoice date
- Optional notes
- Automatic reference
- Customer and warehouse inherited from the delivery note
Invoice only the quantities still billable.
Before invoice creation, SUIGEST360 calculates the quantities that remain eligible for invoicing.
- Delivered quantity
- Minus previously returned quantity
- Only remaining quantities are invoiced
- Fully returned lines are excluded
- Invoice creation is blocked when all products have been returned
Financial values are recalculated on the server.
SUIGEST360 does not trust quantities, prices or taxes modified in the browser during conversion.
- Quantities read from the delivery note
- Prices read from the delivery note
- Historical taxes read from the delivery note
- Product validation
- Delivery note line validation
- Foreign lines cannot be injected into the invoice
Invoices never modify inventory.
The physical stock impact was already recorded when the delivery note was created.
- No additional stock deduction
- No stock movement created
- No warehouse modification
- No inventory quantity recalculation
Preserve the delivery note discount correctly.
The invoice keeps the delivery note discount logic while adapting it to the quantities actually invoiced.
- Percentage discount: same percentage
- Fixed discount: prorated amount
- Calculation based on billable subtotal
- Taxable base recalculated
Keep an invoice tax snapshot.
The invoice stores its own tax information so historical amounts remain consistent.
- Historical product taxes
- Proration for partially returned items
- After-tax charges
- Withholding taxes
- Percentage taxes
- Fixed taxes
- Tax brackets
- Invoice tax snapshot
Track invoice payments.
Payments linked to the invoice provide a precise view of what has been settled and what remains due.
- Eligible delivery note payments copied during invoicing
- Add new payments
- Date
- Payment method
- Amount
- Reference
- Notes
- Created by
- Delete payment
Know the financial position immediately.
Payment status changes automatically according to recorded payments and applied credits.
- Unpaid
- Partial
- Paid
- Paid amount
- Remaining amount
Include customer returns and credits.
The invoice remains connected to returns from its delivery note and to the related customer credit notes.
- Customer returns
- Customer credit notes
- Total credit note amount
- Applied credit amount
- Customer credit still available
- Invoice balance reduced by applied credit
Track the complete financial cycle.
The invoice page combines the main financial events associated with the document.
- Invoice
- Payments
- Customer returns
- Applied customer credit notes
- Dates
- References
- Payment methods
- Positive and negative amounts
- Remaining balance
View the complete invoice.
The invoice details page combines commercial, tax and financial information.
- Invoice reference
- Related delivery note
- Customer
- Warehouse
- Document status
- Payment status
- Number of lines
- Total quantity
- Products
- Discounts
- Taxes
- Net amount
- Payments
- Credit notes
- Financial history
- Created and updated by
Export invoices.
Invoices can be exported to Excel with an optional date range.
- Start date
- End date
- Reference
- Customer
- Delivery note
- Net amount
- Paid amount
- Remaining amount
- Payment status
Generate a professional invoice.
The A4 PDF contains the commercial and financial details of the invoice.
- Company information
- Logo
- Legal information
- Customer
- Delivery note
- Products
- Quantities and prices
- Discounts
- Taxes
- Withholding
- Net amount
- Amount in words
- Bank information
- Signatures
- Optional stamp
- Page X / Y pagination
- Financial history on a new page when available
- Direct printing
Delete an unpaid invoice.
An invoice can only be deleted when no paid amount has been recorded.
- Deletion allowed when paid amount equals zero
- Deletion blocked once a payment exists
- Invoice tax snapshot is deleted
- Delivery note inventory is not modified
Need help with Invoices?
For issues involving conversion from a delivery note, payments, returns, credit notes, taxes or PDFs, open a request through the SUIGEST360 support portal.
Open support portal