From quote to paid invoice
Write quotes, turn them into invoices with one click, send them as PDF and follow up on late payers. Every invoice is booked with the right VAT, linked to the client, brand and project it belongs to.
Join the waiting listSee finance & bookkeeping
- OIOUBL 2.1
- Peppol BIS Billing 3.0
- VAT per line
- PDF by e-mail in the customer's language
- Recurring invoices
- OIOUBL and Peppol BIS XML
Quotes, invoices and credit notes
Documents that book themselves
Add products or free-text lines, set VAT per line, and pick the brand and project. A quote becomes an invoice in one click, and a credit note can cover all or part of an invoice.
Each customer has a billing profile with currency, VAT treatment (Denmark, EU or outside the EU), payment terms, EAN number and invoice e-mail. Invoices in foreign currency are booked in DKK automatically.
- Quotes convert to invoices in one click
- Full or partial credit notes
- Professional PDF in the customer's language, sent from PolyOmi
Payments and reminders
Follow up without the spreadsheet
Overdue invoices are flagged. Send a first and a second reminder with fees, and the fees are posted for you. Register payments, see what is still outstanding, and find the quote, brand and project behind every invoice.
For each customer you can produce a list of open items or a full statement of account as PDF.
- Overdue flags and reminders with fees
- Payments registered against the invoice
- Customer statements as PDF
Subscriptions
Retainers and hosting, billed on time
Set up recurring invoices for retainers, hosting and support: monthly, quarterly or yearly. PolyOmi creates and books them on schedule, so nothing slips through between busy months.
- Monthly, quarterly or yearly
- Created and booked automatically
Capabilities
Everything around the invoice
Built into the same system as your clients, projects, time and books.
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Quotes
Send quotes and turn accepted ones into invoices in one click.
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Customer billing profiles
Currency, VAT treatment, payment terms, EAN number and invoice e-mail per customer.
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Foreign currency
Invoice in the customer's currency; the amount is booked in DKK automatically.
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E-invoicing
Invoices and credit notes as OIOUBL 2.1 and Peppol BIS Billing 3.0 XML for public and business customers.
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Peppol network Coming soon
Send and receive e-invoices directly over the Peppol network.
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Reminders and fees
First and second reminders with fees, sent and posted from the invoice.
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Customer statements
Open items and a full statement of account per customer, as PDF.
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Invoice from hours
Select approved hours and create an invoice in one step.
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Products from stock
Invoice products from your inventory with price, unit and VAT code.
Questions about invoicing
Can I send invoices to public customers?
Yes. PolyOmi creates invoices and credit notes as OIOUBL 2.1 and Peppol BIS Billing 3.0 XML with the customer's EAN number. Today you deliver the file through your own access point or provider. Sending directly over the Peppol network from PolyOmi is coming soon.
Is the invoice booked automatically?
Yes. When you book an invoice, the sale, VAT and receivable are posted to the ledger with the invoice as voucher. Credit notes, reminder fees and payments are posted too.
Can I invoice in euro or other currencies?
Yes. Set the currency on the customer's billing profile. The invoice is shown in that currency and booked in DKK automatically.
Which language are the invoices in?
The PDF uses the customer's language. English and Danish are included, and you can add more languages.
Send your next invoice from PolyOmi
PolyOmi is in closed beta. Join the waiting list to run invoicing, bookkeeping and the rest of your company in one system when a spot opens.