Proposals and invoicing
Quickly create estimates and invoices that reflect your brand image.
Estimate-bills are more than simple tables
These are official documents which bound you and commit your customers.
Generate clear documents that reflect your brand image.
Create your commercial documents in just a few clicks. You need customization? Everything is possible: prices inputs Excl. Tax or Incl. Tax, double quantity columns, per line or global discounts, transportation fees, instalments, partial documents, joined technical sheets, barcodes, and much more.
Then go to control mode
Everything usually starts once the document is issued: you have to check the signature, payment, reminder, or transfer related documents, verify receipt of goods, etc. Perform all these tasks simply and in collaboration with your team.
Then use the test mode to track your numbers and your profitability by salespeople or products.
Customise your software
Below, you’ll find a selection of apps from the store to tailor the software to your own business.
Mandatory late fee
Make late fees mandatory on your estimates-invoices
Estimate models
Your standard estimate models
Personalized fields on PDF
Post the personalized fields on your PDF estimates-invoices
Order confirmations
Issue command confirmations for your clients
Head office address in the document
Post the address of the company in the body of your estimates, invoices
Multi-page header
Post the header of your estimates and invoices on each page
Custom footers for proposals and invoices
Cutomize the footers of your proposals and invoices
Client delivery date
Manage the delivery dates on your client documents
Confidence ratings on the estimates
Allocate a confidence rating to each of your estimates
Posting unit pricing
Post or hide unit prices on your estimates-invoices
Total in writing
Post the total of your estimates-invoices in writing
Third party beneficiaries
Add a third party beneficiary to your documents
TVA auto-liquidated for sub-contracting
Add the auto-liquidated TVA for subcontracting - section 242
Mass sending of sales documents
Send your selections of proposals or invoices in one click
incwo POS cloud - Mobile order taking
Setup your sales force with mobile order taking
Product lines fast-import
Paste CSV lines directly into proposals or bills
Dates of invoiced products
Include the dates on each line of your estimates-invoices
Numbering of the commercial documents by sales channel
Configure the number sequences of your estimates-invoices in accordance with sales channels
Quick entry of products and packaging
Accelerate entry of products and packaging through a dedicated form
TVA exemption for training organizations
Invoice per section 261-4-4 of the CGI
Signature on screen
Have your documents signed directly on screen
Organization of products by lots
Organize your products by lots in sales documents
Grouped entry of products with variations
Enter more quickly products with variations in your sales documents
Expenses on proposals and invoices
Manage additional expenses on your proposals and invoices
Monthly exchange rates
Manage exchange rate monthly rather than realtime
CNAPS tax management
Automatically manage CNAPS tax for security businesses
Multiple discounts on proposals and invoices
Manage multiple discounts on your proposals and invoices
Services zones
Detail in your sales documents the zones where services are done
Client orders
Issue estimates labelled Client Order
Proforma
Issue Proformas
Estimates and invoices in TTC
Post the TTC, in priority, on your estimates and invoices
Analysis of invoice margins
Analyze your invoice margin by project, client, affair, or sales representative
Invoice Policy
Add the configuration of the fonts on the invoices
Sales margin per item
Configure your margins for each line of the estimates-invoices
Custom payment conditions
Personalize your conditions of payment
Multi-lingual documents
Your estimates and invoices in French, English, Spanish
Follow sales in real time
Follow your Board of Directors in real time
Analysis of sales on customer account
Post the sales information on your client accounts
Contract invoicing
Transform your client contracts into invoices in one click
Manage subscriptions
Management your client‘s subscriptions
Closing of the cash register
You maintain a separate cash register? Complete the closing in virtual office
TVA differentiated by third party
Select different rates and TVA references for each client/supplier
Analysis of product sales by business
Analyze the distribution of your product sales by order
Eco-participation
Simply manage eco-participation
Debug web shops
Trace the synchronization of your web boutique
Consolidation of the third parties
Your client/supplier statistics categorized by business type
Automated late payment notifications
Simplify your late payment notifications
TVA automatically liquidated on exports
If your TVA is government by section 283-2
TTC column
Add a TTC column on your quotes and invcoices
Factoring
Manage the factoring details on your invoices
Stripe payments
Accept Stripe payments
Payment by bank draft
Integrate the draft forms in your invoices
Complementary product names
Add tags to the name of your products
Analysis of multichannel sales
Analyze your daily sales by channel (Boutique, Web, etc.)
Printing of proposal-invoices on letterhead paper
Print your proposals or invoices on letterhead paper
Analysis of export sales
Analyze your export sales
Annual certificates
Edit your annual tax certificates
Double quantity on estimates-invoices
Two columns of quantities for your documents
Mass validation of invoices
Confirm your selections of invoices in one click
Invoicing for third parties
Issue invoices for third party accounts
Insertion order
Manage the advertising insertion orders of your clients
Report on best selling products
Get an excel report of your best selling products per period
Leads with invoice budgets
Assign invoice budgets to your leads
TVA on margin
Your estimates-invoices with a statement of TVA on margin
Automatic calculation of late payment penalties
Evaluate the late payment penalties due on each invoice
Checks deposits
Compose and print your check deposits
Dematerialized payment orders
Generate automatically your dematerialized payment orders for the bank
Annual revenue objective for customers
Set your objectives for annuel revenue per customer
Excise duty on alcohol
Manage excise duties on your invoices
Mass invoicing of time spent
Invoice in one click time spend to a selection of customers
Managing disbursements
Add client disbursements to your invoices
Analyses on custom fields of invoiced products
Compute custom fields invoiced to your customers
Chorus Pro interface
NEW Automatically send you invoices onto Chorus Pro and track their progress
Employer contribution
Automate your employer contribution mechanism
Multiple marks
Manage various marks for your invoicing
Invoicing the author‘s note
Issue invoices labelled Author‘s Note
Billing of fees
Issue invoices labelled "Fees"
Chargeback of expense accounts
Chargeback expense accounts to your clients
Chargeback of time spent
Chargeback your clients for time spent
Multi-cash purchases and sales
Manage the purchases, orders, sales and products in 150 currencies
Negotiated client fees
Manage your fees for each client
Numbering
Simplify your numbering and margin calculations
Approach fees
Calculate your forwarding costs
Fees on delivery receipts
Make the fees appear on your delivery slips
Pricing of multi-dimensional products
Manage products with price based on dimensions
Distributor fees
Manage the separate fees for your distributors
Inventory management
Manage your product inventory
Product analysis
Analyze the distribution of your products on your estimates, invoices, etc.
Variations of products
Manage the colors, sizes, etc for your products
Fee chart
Efficiently manage the fee schedule for your clients
Assembly of products
Assemble your compound products
Supplier price updates
Update your supplier fees in one click from your orders
Product preparation time
Follow the preparation time of your products
Verification of inventory
Follow the progress of the movement of the planned inventory
Personalized fields product by product
Add an additional level of personalized fields on your products
Monitor time per product
Follow your time per product and product category
Future inventory
Visualize the future inventory based on your purchase orders
Product brands
Allocate a brand to each product
Inventory alert by warehouse
Manage your inventory alerts for each warehouse
Buy/sell product worksheet
Distinguish the buy/sell facets of your product sheets
PDF product catologue
Generate the PDFs with your products
Product configurator
Manage products with multiple options
Product numbering
Automatically attribute a unique identifier to your products
Multilingual products
Your product records translated in multiple languages
WooCommerce
Synchronise your WooCommerce shop with incwo
Default quantities
Add a default quantity on your products
Product volumes
Manage the volume of packaging of your products
Label printing
Print pages of labels for your products
Private shops
Publish on your extranet shops dedicated to each customer
Automated products
Add some products automatically to all your documents
Weight of products
Manage weight of your products
Offered products
Manage your offered products for x bought products
Magento
Synchronize your Magento 2 boutique with incwo
Brands on leads
Attach a brand to a lead
Automated price calculation
Automate calculation of products sale price
Automated cost calculation
Automate the calculation of product costs
Sync of product selections from online shops
Update some selections of products from your online shops
Product warranty management
Manage the warranties of your products
Consigned products
Manage consigned products and packages
Facebook boutique
Publish your catalogued products in one click to your professional Facebook page
Prestashop
Synchronize your Prestashop boutique with incwo
Bar code
Manage and print the bar codes of your products
Bar code scan
Scan the bar codes for quicker inputs
Compound products
Draft products based on other products in your catalogue
Advanced catalogue searches
Setup product search in your proposal and invoices