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Invoicing and sales

Invoice from the same CRM where your customers live

Invoices, credit notes and proformas with yearly numbering series, the VAT rates of your country, reverse charge for intra-EU B2B sales and PDF documents with your logo. Every order from your shop is one click away from its invoice.

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Pick your country during setup and get its VAT rates

What invoicing includes

Everything you need to issue, send and track invoices without leaving the CRM.

Invoices, credit notes and proformas

Issue all three document types with numbering series per year. Correct an issued invoice with a credit note.

Tax by country, 40 presets

Your company picks its country and gets that country's tax rates, with presets for 40 countries. Reverse charge for intra-EU B2B sales and export are supported, and the rates stay editable.

Payment terms and due dates

Set payment terms, with instalments and due dates.

PDF with your logo, by email

The invoice comes out as a PDF with your logo and is emailed to the customer from Flowgration.

Pending-to-invoice queue

A list of everything you haven't invoiced yet, so nothing slips through.

Collections tracking

Mark each invoice as paid or partially paid and see what you are still owed.

Online payment of invoices

From Essential, your customers can pay an invoice by card online. The money goes to your own Stripe account, not to Flowgration.

Recurring invoices

From Growth, a recurring template generates the invoice on the schedule you choose, for subscriptions and retainers.

Automatic invoices from orders

Invoice a shop order in one click, or let a journey create, issue and email the invoice when the order is paid.

For your accountant: export the issued-invoice register (Excel or CSV, one row per VAT rate).

Online shop

From shop order to invoice in one click

WooCommerce and Shopify orders already flow into Flowgration through the plugins. Now they can leave invoiced too: by you in one click, or automatically by a journey.

  1. 1

    Your customer buys

    The order lands in the CRM with the customer and purchase details.

  2. 2

    You invoice the order

    One click from the order, or automatically with a journey that creates the invoice from the order that triggered it.

  3. 3

    The invoice reaches the customer

    The PDF is generated with your logo and emailed. If you want, a WhatsApp message or a review request can follow.

Spain

Verifactu-ready for Spanish companies

Spain's Verifactu system requires invoicing software to keep verifiable records. If your company is in Spain, Flowgration produces those records. Other countries have their own rules, and Flowgration applies the VAT rates of the country you select.

Chained records

Each invoice generates a billing record chained to the previous one with a SHA-256 hash.

QR code on the invoice

The invoice carries its QR code so your customer can check it.

Only where it applies

Verifactu applies to companies in Spain. Its dates are under review, so confirm them with your accountant.

When and how Verifactu applies to you depends on your situation. Check with your accountant what you need to do.

Sales

Quotes, orders and delivery notes

The whole sales flow in one place, using the customers and products you already have.

  1. Quote
  2. Order
  3. Delivery note
  4. Invoice

Quotes from templates and your catalogue

Build quotes from templates with a product picker, download them as PDF, email them and track whether they are accepted.

Customer orders

Turn an accepted quote into an order without retyping anything.

Signed delivery notes

Delivery notes as PDF with the customer's signature, and from there to the invoice in a single flow.

Accept quotes online with e-signature

From Essential, the customer opens the quote from a link and accepts it with an e-signature. An accepted quote can start a journey.

Manual product catalogue

From Essential, keep a catalogue of products and services of your own to pick from in quotes and invoices.

Customer price lists

From Growth, give a customer or group its own prices, applied when you add products to a document.

Journeys

Let your invoices talk to your customers

Business documents are now triggers and actions in the visual journey builder, alongside email, SMS and WhatsApp.

Order paid
Invoice issued and emailed to the customer
Invoice overdue
WhatsApp reminder and a task for your team
Quote accepted
Onboarding email sequence
Invoice paid
Review request to the customer
New triggers
  • Invoice issued
  • Invoice paid
  • Invoice overdue
  • Quote accepted
  • Delivery note created
New actions
  • Create invoice (from the order that fired the journey)
  • Send invoice
  • Send delivery note
  • Send order summary (email with products and totals)

And after invoicing

Treasury

Receivable and payable due dates, partial payments, cash forecast, overdue digest and Excel export.

Per-module permissions

Grant access to sales, invoicing, treasury or HR per user or role, and switch modules on or off for your organization.

Time tracking and leave

The same CRM records your team's working hours and handles their time off.

See time tracking

Import from Holded

Paste your Holded API key and bring in your companies and contacts with their tax details and addresses. The key is not stored.

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What stays with your accountant

Flowgration issues and tracks your invoices, but it does not replace your accounting. Double-entry bookkeeping, tax returns, bank reconciliation and payroll stay with your accountant. To hand them the data, export the issued-invoice register (Excel or CSV, one row per VAT rate). E-invoicing formats that some countries require between businesses are not available yet.

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Invoicing FAQ

Does Flowgration support Verifactu?
Yes, for companies in Spain. Each invoice generates a billing record chained with a SHA-256 hash and carries a QR code. Verifactu applies only in Spain and its dates are under review, so check with your accountant what applies to you.
Can I invoice orders from my WooCommerce or Shopify shop?
Yes. With the WooCommerce or Shopify plugin, orders arrive in Flowgration. You can invoice an order in one click, or let a journey create the invoice and email it when the order is paid.
Which document types and taxes are supported?
Invoices, credit notes and proformas, with numbering series per year. VAT follows the country your company selects, including reverse charge for intra-EU B2B sales, plus payment terms with due dates and instalments.
Can I hand my invoices to my accountant?
Yes. Export the issued-invoice register for a period as Excel or CSV, with one row per VAT rate, and send it to your accountant.
Does it replace my accounting?
No. Flowgration issues invoices and tracks collections and payments, but it does not do double-entry bookkeeping or file tax returns. That stays with your accountant.
Does it work outside Spain?
Yes. Your company picks its country and gets that country's tax rates, with presets for 40 countries (Europe plus the US, Canada, Mexico, Argentina, Chile, Colombia, Peru and Australia). Verifactu applies only to companies in Spain. Some country-specific e-invoicing formats are not available yet, so check with your accountant.
Can my customers pay invoices online?
Yes, from the Essential plan. Connect your own Stripe account and the customer pays by card from the invoice. The money goes to your Stripe account.
Does it cost extra?
Invoicing is part of Flowgration and included in every plan (10 documents a month on Free, unlimited from Essential). The limits of each plan (contacts, emails, users) are on the pricing page.

Invoice from your CRM this week

Create a free account, connect your shop or import your customers, and issue your first invoice.

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