Contacts & items
Manage customers, suppliers and your product catalog in one place. When creating invoices or documents, you access saved data directly - without typos, without duplicates.
Contacts
Customers, suppliers & others
Save the address and tax data of your contacts once. When creating a document, you select the contact - all fields are filled in automatically.
- Can be linked directly to invoices & documents
- CSV import and export possible
- Up to 4 custom fields for additional information
Items
Your personal product catalog
Create recurring services, products or flat fees as items. When creating an invoice, you pick from the catalog - price, unit and tax rate are carried over directly.
- Insert from the catalog into any invoice
- Gross/net conversion depending on the setting
- CSV import and export possible
Item catalog
From the catalog straight into the invoice
Create recurring services, products or flat fees once and insert them when creating an invoice with a single click.
Item catalog
3 itemsConsulting hour
Individual consulting
Annual plan Basic
Software subscription 12 months
Installation flat fee
One-off setup service
Insert items with one click
Search and select in the document editor - quantity, discount and price can then be freely adjusted.
All fields are carried over
Title, description, net price, tax rate and unit from the catalog as starting values.
Snapshot principle
Catalog changes do not affect existing invoices.
Import & export data
CSV import & export
Export your contacts or items at any time as a CSV file - ideal for backups and handover to your tax advisor.
Data from other systems can be imported just as easily, or alternatively synchronized directly via the REST API.
Name 1;Name 2;Address 1;Address 2;Address 3;Country Code;Phone;Email;Contact Person;Client Id;Tax Number;Debtor Number;Creditor Number;Notes
Acme Ltd;;1 Maple Road;34567 Oakville ;;GB;;;;K-001;GB123456789;10001;;
Birch & Co;;3 Oakfield Ave;12345 Elmsford;;GB;;;;K-002;;10003;;
Willow Trading;;22 Willow St ;123445 Willowdale;;GB;;;;K-003;GB12345678;10003;;
Flexible data management
Custom fields for contacts
Define up to 4 custom fields for your contacts. The values appear on the contact and optionally on generated PDFs.
Freely nameable
Up to 4 custom fields per company - e.g. "Customer segment", "Project number" or "Cost center".
Individual values per contact
Each contact stores its own values for the configured fields.
Controllable PDF visibility
For each document, the display of the custom fields on the PDF can be individually shown or hidden.
Sample Corp
Customer number: K-001
Address
1 Sample Street, 10115 London
info@sample.com
Phone
+44 20 12345678
VAT ID
GB123456789
Custom fields
Customer segment
Premium
Internal reference
REF-2024-08
Project number
PRJ-441
Cost center
CC-Marketing
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Contact
If you have any questions about using our app or would like to send us suggestions for improvement, we are available to you at any time in the following ways.
By email
Do you have any questions about using the app? Our team will be happy to help you. We try to answer all inquiries within 2-3 working days.
On the phone
We are happy to help you by phone. Our team is available around the clock. If you have specific technical questions, please send us an email.