Invoicing module of the Herakles ERP

Description

The Invoicing module follows each company's own sales process. Invoices are raised manually, from delivery notes, from time and materials works dockets or from quotations. It supports deposits, payment plans and the printing of bills of exchange, on an invoice as well as on a statement. Interim applications are worked out as a percentage, as a quantity or as an amount, by line, by section or as a whole. In counter sales, the order, the delivery note and the customer invoice are created in a single step, for an account customer as well as for a cash customer. A default sending method is set on the customer record and then serves as a filter from the home screen, which makes end-of-period batch sending easier without ruling out another channel case by case. The software is ready for electronic invoicing, whose phased roll-out applies to VAT-registered French companies from 2026.