Invoicing · Documents · Business tracking

From quote to payment. One connected workspace.

Invoxi brings sales, purchases, planning, projects, time and payments together, so every team works with the same up-to-date context without entering information again.

Explore every feature Follow the document flow

✓Supported document conversions
✓Financial follow-up
✓Planning with context

English Invoxi dashboard with fictional company data — English dashboard with a fictional identity and example figures.

Invoxi at a glance

11sales document types4interface languages1connected workspace

One operational core

More than invoicing. Understand what comes before and after.

Every capability supports a real stage of the work: preparing a sale, delivering it, invoicing it and following it through.

01Salesfrom quote to invoice

02Deliveryfrom planning to work order

03Follow-upfrom due date to payment

A continuous document flow

Move work forward without starting over.

Customer, project and line information stays useful when a supported document conversion carries the work into its next stage.

Quotation — Set out the customer, lines, tax treatment, discount and terms clearly.

Sales order & delivery — Move accepted work into a sales order or delivery note while keeping its commercial context.

Work schedule & work order — Plan the date and task, assign staff and convert planned work into a work order.

Invoice & correction — Handle invoices, advances, credit notes and advance credits in the same editor.

Payment & due date — Allocate payments, monitor open balances and send a reminder when follow-up is needed.

Control without searching

See the result and the next action.

The dashboard places financial indicators beside document alerts, work priorities and overdue balances.

Financial pulse

Cash flow, income, expenditure and customer outstanding balances sit beside the monthly view.

Documents needing attention

Spot delivery waits, uninvoiced documents, and quotations that are overdue or approaching expiry.

Work priorities

Separate overdue, today’s, upcoming and still-unassigned work schedules.

Overdue money in context

Compare ageing, financial-year totals and quarterly net cash flow for both sales and purchases.

The complete product

Every product area, explained simply.

Choose an area. The summary stays concise; the detail describes exactly what is available in the application today.

Dashboard & priorities

Your business in one up-to-date view.

Financial figures, work and documents that need attention.

In practice

You see not only what happened, but where action is needed today.

What this area includes

Quick starts

Create an invoice, quotation, delivery note, work order, sales order, work schedule or customer directly from the dashboard.

Financial core

Track cash flow, income, expenditure and customer outstanding totals beside a monthly income and expenditure chart.

Action queues

Review overdue, today, next-seven-days and unassigned schedules; orders waiting for delivery; uninvoiced orders, deliveries and work orders; and quotations that are overdue or close to expiry.

Deeper financial context

Analyse sales and purchase invoice ageing across 0–30, 31–60, 61–90 and 90+ days, financial-year totals including VAT and open balances, quarterly net cash-flow comparisons and a dashboard memo.

Sales documents

Every sales document has a clear place.

Eleven document types with shared follow-up and focused conversions.

In practice

The team can move a document forward without rebuilding customer and line information.

What this area includes

Eleven document types

Invoices, credit notes, advance invoices, advance credits, quotations, sales orders, delivery notes, payment requests, work orders, recurring documents and draft documents.

Day-to-day follow-up

Track document number, date, customer, reference, net and total amounts, status, conversion state and due date, with filters including open, partially paid and paid.

Document actions

Preview or download the PDF, send it to the customer, duplicate, delete, record a payment and use accounting transfer where it is available.

Conversions, recurrence & drafts

Convert into supported follow-up types, batch-convert delivery notes and work orders, follow quotation states, generate due recurring documents and inspect a draft’s type, customer, dates, lines, net value and last update.

Document details & terms

One editor for commercial and financial detail.

From customer and tax treatment to lines, totals and payment terms.

In practice

Everything that defines the document sits in one consistent input flow.

One editor for commercial and financial detail.

What this area includes

Document choice

Use the same editor for an invoice, quotation, delivery note, work order, work schedule, sales order, credit note, advance credit, payment request and advance invoice.

Context & tax treatment

Choose the customer and EU, export, Belgium, national-contractor or exempt tax treatment, then set invoice, automatic due and delivery dates, reference, project, document notes and internal notes.

Lines, prices & totals

Manage description, type, quantity and unit, unit price excluding VAT, line discount, VAT and line total; apply a document discount by percentage or amount and see subtotal, net, VAT and final total.

Payment terms & saving

Add instalment terms with due dates and amounts, choose from configured payment methods, and use create, save, save-and-return or save-and-new flows.

Purchases, payments & due dates

Incoming documents and outgoing follow-up stay connected.

Purchases, payment allocation, open balances and reminders.

In practice

You can see what was recorded, allocated, remains open or needs follow-up.

Incoming documents and outgoing follow-up stay connected.

What this area includes

Purchase documents

Manage purchase invoices and purchase credit notes with supplier, reference, expense category, amounts excluding VAT, VAT, total, status and due date; edit, record a payment or delete.

Payment register

Switch between sales and purchases and follow date, ID, relation, amount, allocated and open amount, payment method, bank marker and status, with fully allocated, partially allocated and bank-related filters.

Due dates & reminders

Review sales and purchases with balance, paid amount, payment date and due date; filter today, the next 7, 15 or 30 days, current or next month, overdue or all; inspect reminder exclusion, status, last attempt, email and error, then use reminder or payment actions.

Planning, projects & time

Connect delivery directly to invoicing.

Assign work, protect project boundaries and invoice tracked time.

In practice

Operational work remains visible until it is ready to become a document or invoice.

What this area includes

Work scheduling

Follow number, date, customer, reference, amount, status, conversion state and due date; preview, download, send, duplicate or delete, and convert selected schedules to work orders.

Projects

Set customer, reference or PO, start and end dates, description, total budget, time budget and hourly rate with prospect, in-progress, completed or cancelled states.

Time tracking

Record date, staff member, project, customer, source, description, duration and invoice state; edit entries and convert selected tracked time into an invoice.

Customers & catalogue

Reusable relationship and product data.

Customers, groups, products, suppliers and manufacturers.

In practice

The information that feeds documents is maintained centrally and consistently.

What this area includes

Customers & groups

Store company, customer number, telephone, mobile, email, invoice address, post code and city; group customers and define a group discount.

Products

Manage product number, description, category, supplier, manufacturer, sales price excluding and including VAT, stock and active state, with category management and active/inactive filters.

Suppliers & manufacturers

Track supplier number, company, contact and location, linked contacts and products; keep manufacturer number, name, notes and products, and filter both by whether products are linked.

Company & document settings

Shape the environment around the company.

Identity, document presentation, defaults, communication and integrations.

In practice

Recurring choices are configured once and then applied consistently.

Shape the environment around the company.

What this area includes

Company identity

Manage name, address, city, post code, telephone, fax, email, website, VAT, registration and bank numbers, logo and seven sales heading fields.

Document notes & templates

Write rich-text terms and notes for sales, cash sales, national-contractor work and exemptions, and choose the fixed Corporate, Modern or Classic presentation by document.

Defaults & calendar

Set default VAT at 0, 6, 12 or 21%, hourly rate, no/fixed/per-kilometre transport, transport product and protection against permanent customer deletion; connect a Google account and select the calendar for work schedules.

Conversion, email & payment methods

Control blank lines, inserted conversion text and repair/invoice/document placeholders; manage accompanying email templates in NL, EN and FR with merge fields; and set code, description, notes and default due days per payment method.

Team & email operations

Keep access and outgoing communication visible.

Users, roles, scheduled emails and dispatch history.

In practice

Administrators can see who has access and what happens to scheduled or sent messages.

Keep access and outgoing communication visible.

What this area includes

Users & roles

Manage username, name, email, role and active/blocked state; store role ID, code, name, administrator marker and notes.

Scheduled emails

Schedule sales documents and payment reminders and follow recipient, related document, planned time and planned, processing, sent, failed, cancelled or payment-received state.

Dispatch history

Inspect customer documents, invoice reminders, accounting transfers, login OTP, work-schedule and staff-information notifications with recipients, related record, date and pending, sent, opened or failed state.

Four interface languages

The same product structure in the user’s language.

The interface is available in Dutch, English, French and Turkish. That is why every version of this product page also uses a screenshot from the matching interface.

01The language control stays in a consistent position so teams can switch comfortably.

02Accompanying email templates can be managed separately in NL, EN and FR.

InvoxiInterface and product image stay in sync

NLNederlandsENEnglishFRFrançaisTRTürkçe

Concrete answers

What does Invoxi support today?

Invoices, credit notes, advance invoices and credits, quotations, sales orders, delivery notes, payment requests, work orders, recurring documents and drafts.

One view. One document chain.

Bring administration and delivery together.

See how the parts of Invoxi reinforce one another, from the first sales document through planning, invoice and payment.

Explore the complete platform

Start simply, grow with purpose

A subscription shaped around the way you work.

No disconnected tools or unclear modules. Invoxi is aligned with your team, document flow and daily follow-up.

One connected workspace

Sales and purchase documents
Planning, projects and time
Payments and due dates
Customers, suppliers and products
Users, roles and email follow-up
Interface in NL, EN, FR and TR

Invoxi subscription

Everything your team needs, clearly aligned.

We look at your organization, user count and preferred workflow together, then provide a proposal without unnecessary parts.

Pricing tailored to your organizationA clear proposal before you decide.

Try Invoxi for free

Start at your own pace and see how documents, delivery and financial follow-up become one coherent workflow.

Choose the starting point that fits your work.

Every path builds on the same connected Invoxi foundation. We confirm the exact setup and price in a clear proposal.

Documents

For independent professionals and small teams bringing sales, purchases and payments into one place.

Tailored quoteBased on users and usage

Invoices, quotes and sales documents
Purchase documents and credit notes
Customers, suppliers and products
Payments, due dates and reminders

Try Invoxi for free

Best fit for growing teams

Operations

For teams that want administration to connect directly with the work being delivered.

Tailored quoteDocuments + operational workflow

Everything in Documents
Work scheduling and work orders
Projects, budgets and time tracking
Turn time and assignments into invoices

Try Invoxi for free

Organization

For organizations that need more control over access, communication and configuration.

Tailored quoteBased on organization and administration

Complete document and operations flow
Users, roles and access management
Scheduled emails and delivery history
Company, document and integration settings

Try Invoxi for free

Good to know

Your data stays connected

As your operation grows, customers, documents, projects, payments and history remain available in the same workspace.

Four interface languages

Teams work in Dutch, English, French or Turkish without changing the product structure.

A proposal without surprises

User count, preferred workflow and relevant capabilities are discussed and clearly documented in advance.

Experience it first

Use the free start to explore how documents, planning, follow-up and administration work together.