Sales invoice maker
Creates the sales invoice as soon as a job is finished or the hours are approved, and sets it up for sending.
Saves, estimated: ± 2 hours a week
Sales invoice maker is an AI agent from Altramano for administration and finance. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Sees that a job has been finished or that a period of hours has been approved.
- Sets up the lines of the invoice: hours, materials, the agreed price, VAT.
- Creates the invoice in your accounting package, in your layout.
- Puts the invoice in front of you, with the job or the hours beside it.
An example
- In
- A job signed off today: 6 hours, two parts, a fixed agreed price for the call-out.
- Out
- A sales invoice of €812.90 in your package, ready to send after your approval.
Integrations it uses
Exact OnlineReading and creating relations, items, sales invoices, ledger lines and outstanding items in Exact Online.
Visma eAccountingAll 228 actions of Visma eAccounting: customers, suppliers, sales and purchase invoices, items, entries, bank and VAT, with triggers on new invoices and bank transactions.
AFAS ProfitReading and writing in AFAS Profit through GetConnectors and UpdateConnectors, per administration, with a trigger on new rows or a Profit notification.
SnelStartReading and creating relations, items, the ledger, sales and purchase invoices, purchase, bank and cash entries, documents, quotes and sales orders in SnelStart. A purchase invoice is booked straight from the attachment or a UBL file. Works with the SnelStart packages inZicht and inControle.
e-BoekhoudenReading and creating relations, sales invoices, entries, outstanding items, ledger accounts and balances, items and cost centres in e-Boekhouden. Purchase invoices are booked as received invoices; sales invoices can go out through Peppol if you wish.
MoneybirdReading contacts, products, sales and purchase invoices in Moneybird, creating sales invoices, sending them and registering them as paid, with a trigger on every new or changed sales invoice.
Nmbrs AccountingReading contacts, outstanding debtors and creditors, ledger transactions and revenue in Nmbrs Accounting (formerly Yuki) and submitting sales invoices, with a trigger on every new or changed contact.
JorttReading customers, invoices and projects in Jortt, creating customers and projects and creating and sending invoices, with a trigger on every new invoice.
RompslompReading contacts, quotes, products and sales invoices in Rompslomp, creating contacts and sales invoices and registering hours, with a trigger on every new sales invoice.
InformerReading relations, products, quotes, sales and purchase invoices in Informer, creating relations and creating and sending sales invoices, with a trigger on every new or changed relation.
WeFactReading customers, invoices and products in WeFact, creating customers, creating invoices, sending them by e-mail, marking them as paid and crediting them, with a trigger on every new or changed invoice.- TwinfieldTwinfieldCreating and updating relations and creditors in Twinfield, creating sales invoices, purchase entries, bank and journal entries and requesting outstanding items and ledger transactions, with a trigger on every new outstanding sales invoice.
GrippReading companies, projects, hours, quotes and invoices in Gripp, creating companies, projects, quotes, invoices and tasks and logging hours, with a trigger on every new invoice.
Where the limit lies
You approve the invoice before it goes to the customer.
Templates it bundles
| Sjabloon | Soort | What it does |
|---|---|---|
| Sales invoice after completion | automation | Set a job to Completed and administration gets all the details for the invoice, ready to book. |
Industries where this comes up
Frequently asked questions
Does it know what I agreed with the customer?
It reads the order, the quote or the price agreement you recorded. If that is missing, it asks before making an invoice.
Can I still change the invoice?
Yes. The invoice sits ready in your accounting package and you change whatever you want before sending it.
What if a job was not signed off properly?
Then it makes no invoice but a question to the person who did the job. That prevents an invoice that is wrong.