Sales and purchases
It takes just a few minutes to prepare and send your first sales invoice. SimplBooks has a comprehensive and flexible sales channel that includes offers, orders, proforma invoices and sales invoices. Every company is free to use only the part of the sales channel that suits them, such as only offers and sales invoices. On the purchasing side, there are orders, purchase invoices and various expense reports. Both sales and purchase invoices support e-invoices.
- Send sales invoices by e-mail or e-invoices
- Receive e-invoices
- Mark invoices as paid automatically with bank interface
- Customise different sales invoice templates (PDF)
- Create automatic periodic invoices (PLUS-plan)
Interfaces with online stores
In its main plan, SimplBooks offers semi-automated interfaces with various popular online stores like WooCommerce, PrestaShop and Shopify. Semi-automated means that in order to import sales orders from the online store, you have to start the import yourself, ie it is not done automatically (nightly, for example). If you have stricter demands, you can connect another interface yourself through the API functionality.
Importing purchase invoices
You can import purchase invoices either from your computer or as e-invoices through our operator Apix. With the e-invoicing interface, you can set up a fully automatic process where the system imports e-invoices every day and, if no errors are detected, saves them under purchase invoices. You can also import purchase invoices and documents from eTasku and CostPocket.
E-invoices
With our e-invoicing interface you can both send and receive e-invoices. Sending sales invoices by e-mail from the system is included in the plan, sending and receiving e-invoices is billed per invoice. In addition, SimplBooks allows you to export all your sales and purchase invoices as e-invoices in case you want to back them up.
Bank interface
Our bank interface allows you to monitor incoming payments automatically, and you can also pay purchase invoices in just a few clicks. If you wish, you can turn on fully automated processing of bank transactions, where the system stores the transaction either as a receivable or payment. Any transactions that the system can’t process automatically, you can process easily from the home page.
Customisable document templates
Customise your company’s document templates (sales invoices, sales orders, offers) as you wish. You can customise the information shown on invoice rows, decide which general information is displayed and where, and, for example, what the footer of the invoice will look like. If you want, you can create various document templates for each document type.
Periodic invoices
In SimplBooks, you can easily prepare recurring invoices for your clients. After preparing an invoice for a client, you can use this invoice as a template for automatic periodic invoicing and sending. All you have to do is select the period, specify the end date and whether you want the invoice to be sent automatically.
Sari Suoknuuti, Entrepreneur (Tilipalvelu SariSusaS)
“I have been using SimplBooks for many years with my clients. SimplBooks is a very easy to use and versatile software to manage several companies in parallel. I especially appreciate the continuous development and updating of the software. Also a great thing is the professional and friendly customer service!”
