Save time and optimize your invoicing!

Managing invoicing for an SME can quickly become a full-time job for one or more employees. Not with Kafinea.

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Customization

Personalize your invoices

Easily personalize your quotes and invoices templates with our PDF designer. You can fine-tune the layout of your accounting documents, for example by adding or deleting columns or adapting colors to match your corporate identity. You can also create several invoices templates and decide which to use according to:

  • the nature of your services (products, services)
  • the context (physical point of sale, e-commerce store, etc.)
  • the recipient customer

Recurring invoicing

Invoice subscriptions easily

Why invoice your recurring services manually when you can automate them? Whether for subscriptions or consumption, Kafinea saves you precious time and takes care of creating all your recurring invoices, at the end of the month for example. Several recurring cycles are supported:

  • daily cycle
  • weekly cycle
  • monthly cycle
  • quarterly cycle
  • annual cycle
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Automation

Automate your invoicing

Automatically invoice your services at every stage of a project. As soon as a task is finalized by one of your collaborators, Kafinea can create the corresponding invoice for you.

At the end of the month, you can also invoice your services recorded in our Timesheets module. Your employees can indicate the time they have spent on a given project or customer account. At the end of the period (monthly or quarterly), Kafinea tallies all these services and invoices them, taking into account the hourly rate of each employee.

Progress invoicing

Easily manage your differential invoicing

Discover our simple, intuitive wizard for creating status invoices. Thanks to the initial estimate, Kafinea helps you to invoice your work, taking into account invoices already issued for the same project.

In addition to saving you time, this feature reduces human error and facilitates project invoicing follow-up.

Automation for invoicing

  • Automatic reminders on due date

    Set different levels of reminder for unpaid invoices, from a simple email to a registered mail with return receipt.

  • Customizable price books

    Create and apply specific price books for your customers and suppliers and save time in your transactions.

  • Customizable workflows

    Create your own workflows to automate the creation of a form, the updating of a field, the sending of an email and much more.

  • Electronic signature

    Send your documents for electronic signature directly from Kafinea and trigger actions as soon as the signature is received.

  • Invoice type by project task

    Choose flat-rate or time-based invoicing for each project task and easily automate your invoicing.

  • Payment Reconciliation Wizard

    Simplify your invoicing follow-up by letting yourself be guided by the wizard that associates incoming payments with similar unpaid invoices.

  • Quick creation of a purchase order

    Order manually or automatically from your supplier in one click from an issued invoice.

  • Reminder notifications

    Customize your reminders (pop-up window, email or SMS) and their triggers.

  • REST API

    Synchronize data in real time between the platform of your choice and your Kafinea instance.

  • Scheduled reports

    Set up the periodic emailing of a spreadsheet or graphic report.

  • Webhooks

    Send data to other platforms about an event that has just taken place.

Advanced invoicing features

  • Advanced access rights management

    Choose which actions are doable or which information is visible to a group of users, down to each field.

  • Choice of company to invoice

    Choose to invoice the parent company when doing business with multi-company entities.

  • Comments and attachments

    Share information and documents with colleagues via the Comments block on Kafinea records.

  • Customizable fields

    Add your own input fields, picklists, date selectors, URLs, etc.

  • Differential invoicing

    Simplify your project invoicing follow-up with our progress invoicing assistant.

  • Dynamic email templates

    Create your own dynamic email templates easily using shortcodes.

  • Dynamic PDF templates

    Design as many dynamic PDF templates as you like using shortcodes.

  • Picklists dependency

    Create a relationship between two picklists so that the choices available in one dynamically adapt to the choice made in the other.

  • Recurring consumption invoicing

    Trigger periodic invoices based on consumption data retrieved via API or entered manually.

  • Recurring subscription invoicing

    Invoice your customer’s subscriptions automatically at the frequency of your choice.

  • Relational tabs

    Switch from one record to another linked record with a single click via relational tabs.

  • Reports and charts

    View key information on the module of your choice in real time via spreadsheets and graphical reports.

  • Tag filtering

    Group different records together under the same tag to find them easily in one place, even if they belong to different modules.

Basic invoicing features

  • Adding images to files

    Illustrate your Kafinea records with an image.

  • Adding products and services from a catalog

    Automatically import prices and quantities for your products and services from a catalog.

  • Advanced document personalization

    Customize your sales documents with your corporate colors thanks to Kafinea’s low-code PDF designer.

  • Automatic entry of customer’s information

    Import all your customer’s information (postal address, SIRET number, email, etc.) into your documents simply by selecting it.

  • Converting quotes or purchase orders into invoices

    Convert a quote or or a sales order into an invoice with a single click.

  • CSV import

    Import data via a CSV file by mapping columns in the original file to Kafinea fields.

  • Customizable blocks

    Divide your forms into accordion blocks to group your fields.

  • Customizable dashboards

    Create your own individual dashboards and easily find the information that matters to you.

  • Customizable file naming conventions

    Set prefixes and suffixes for your document names and their incrementation.

  • Dynamic widgets

    Create your own widgets on your dashboards and visualize your data more easily.

  • Filtered views

    Create data lists with filtered views you need on a regular basis and save time.

  • Link to corresponding ledger account

    Simplify your accounting by linking your customer and supplier files to their corresponding ledger accounts.

  • Link to opportunities

    Link the documents you issue to a specific commercial opportunity.

  • Manual creation

    Generate simple, clear and professional documents in just a few clicks.

  • Manual payment entry

    Manually enter a payment received physically, by check or cash for example.

  • Multi-currency compatibility

    Do business with your customers abroad, Kafinea is compatible with multiple currencies.

  • Multi-UoM (units of measure)

    Buy or sell in different units of measure, Kafinea standardizes and weights them for you.

  • Paper or electronic invoicing

    Send your invoices to your customers in their preferred format.

  • PDF format export

    Export the data of your choice in PDF format.

  • Priority filtering

    Define a priority level for each record to make it easier to deal with emergencies.

  • Record follow-up

    Be notified when a record you are monitoring is updated by one of your colleagues.

  • Records duplication

    Duplicate any record in one click.

  • Sections in accounting documents

    Divide the lines of your accounting documents into sections to make them easier to read for your customers and suppliers.

Related pages

Unleash your company’s potential now.

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