Create your invoices manually by linking them to the customer of your choice. Add your sales items from their database, then complete them with titles and comments to perfect the entire layout.
Create your credit notes manually, with or without an attached invoice. Don't let the gap with your accounting widen. In case of rebates or refunds, Bloobiz helps you with the automatic calculation of your balance.
Save time with conversion. Use the orders already in the interface and complete your sales cycle. Easily track all stages of the transaction, starting with the offer, then the order, and finally the invoice.
Subscription invoicing is configured at a specific date every month. Bloobiz generates temporary monthly invoices and you just have to invoice them.
If you have any doubts about the content of an invoice, you can always modify it later. With the temporary Proforma format, an invoice can be edited as many times as necessary without any impact on your accounting. This way, you can avoid all invoicing mistakes.
Bloobiz gives you free rein to manage your invoices as you wish. Configure your merchant space to support invoicing without VAT. Choose not to adopt VAT with your customers and set up not only the customer files but also the articles with this in mind.
Write as many opening and closing texts as you want and use them in your sales documents. Customise them in the languages of your choice and choose the most relevant text for the document.
Generate reminders for invoices that are still unpaid. Send these reminders to your customers. Generate up to 3 reminders for each invoice and change the status of the customer (Collection, 1st reminder, etc) depending on the status of their invoice. You can customise these reminders, including the charges involved.
Record customer payments from a single interface and check off all items to be invoiced. The amount to be paid will automatically change accordingly. Once the invoice is paid in full, its status changes to "paid".
Enter a lesser amount than the total invoice amount to split a payment into several installments. The amount remaining to be paid is calculated automatically. No more invoicing mistakes, even when several payments are involved.
Send customers their invoices or other proof of payment. Send them by e-mail to the address registered on their customer file. If necessary, you can also choose to print them.
Display all open and therefore unpaid invoices over a given period. Sort these invoices according to the criteria of your choice (amount, customer initials, invoicing status, etc.). Account for the total amount of invoices you still have to receive, individually per customer
Download your invoices in PDF format. Customise their display by adding your logo, legal and banking information, opening and closing texts, etc. in your merchant space.
Allow access to your sales documents and invoicing in general only to specific users. Configure their user rights to grant them the ability to view, modify, and even create new invoices. These rights can be changed at any time.
Export your invoices in CSV format with all relevant information grouped in your invoicing interface. Choose to print them or import them into another accounting software.
Display statistical data related to invoicing over the period of your choice: how many items were sold, what amounts were generated, for what type of statistics, etc. Export them if needed for presentation and analysis purposes.
Record directly open invoices payment from a customer in one of your stores. Simply open the customer's file and check off the invoices to be paid. The relevant invoices are automatically updated. You can also cash in purchases made in-store.
