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Invoices

From quotation to payment — manage your complete invoicing workflow.

Flowtig Invoices helps organisations create, manage and track quotations and invoices throughout their entire lifecycle.

From the first quotation to the final payment, every document remains organised, searchable and connected to the rest of the Flowtig platform. Whether you're sending a single invoice or managing recurring billing, Flowtig keeps your invoicing process structured and transparent.

Designed for freelancers, agencies and growing businesses alike, Invoices integrates seamlessly with Contacts and other Flowtig applications.

Built for modern invoicing

Flowtig supports both traditional PDF invoices and modern electronic invoice standards such as ZUGFeRD and XRechnung, helping organisations meet current invoicing requirements.

Why use Invoices?

Every organisation relies on a structured invoicing process.

Typical questions include:

  • Which quotations are still awaiting approval?
  • Which invoices have already been paid?
  • Which payments are overdue?
  • Which customer generated the highest revenue?
  • How can recurring invoices be automated?

Invoices provides a complete overview of your sales and billing process.

Overview

With Invoices you can:

  • Create professional quotations
  • Convert quotations into invoices
  • Generate PDF invoices
  • Export electronic invoices
  • Track invoice status
  • Record incoming payments
  • Create recurring invoices
  • Review invoice history

Invoice Overview

Quotations

Many business relationships begin with a quotation.

Flowtig allows quotations to be created, reviewed and converted into invoices without entering the same information twice.

Typical workflow:

Quotation
      │
      ▼
Accepted
      │
      ▼
Invoice

This reduces duplicate work while keeping the sales process transparent.

Creating Invoices

Creating an invoice starts with selecting a customer.

Invoice information typically includes:

  • Invoice items
  • Quantities
  • Unit prices
  • Taxes
  • Discounts
  • Notes

Flowtig automatically calculates totals, taxes and invoice amounts while you work.

Tip

Save commonly used invoice items to significantly speed up invoice creation.

Invoice Items

Invoices consist of one or more invoice items.

Each item may include:

  • Description
  • Quantity
  • Unit
  • Unit price
  • Tax rate
  • Discount

Whenever an item changes, invoice totals are recalculated automatically.

Invoice Items

Invoice Lifecycle

Every invoice progresses through a clearly defined lifecycle.

Typical statuses include:

Status Description
Draft Invoice is being prepared
Sent Invoice has been delivered
Paid Payment has been received
Overdue Payment deadline has passed
Cancelled Invoice is no longer valid

Status tracking provides a clear overview of invoices requiring attention.

Electronic Invoices

Flowtig supports modern electronic invoice standards.

Supported formats include:

  • ZUGFeRD
  • XRechnung

Electronic invoices simplify digital invoice exchange and support compliance with current legal requirements.

Info

Electronic invoices can be exchanged with both commercial customers and public authorities using recognised industry standards.

PDF Generation

Professional PDF invoices can be generated with a single click.

Generated documents typically include:

  • Company information
  • Customer details
  • Invoice items
  • Tax summary
  • Payment information

This creates a consistent and professional appearance for every invoice.

Recurring Invoices

Recurring billing helps automate regular business processes.

Typical examples include:

  • Monthly subscriptions
  • Maintenance contracts
  • Hosting services
  • Service agreements
  • Consulting retainers

Recurring invoices reduce manual work while ensuring invoices are generated on time.

Payments

Invoices remain visible throughout their payment lifecycle.

Typical information includes:

  • Payment status
  • Due date
  • Outstanding balance
  • Payment history

This provides organisations with a reliable overview of receivables and outstanding payments.

Customer Integration

Invoices integrates directly with Contacts.

Every invoice references a shared customer record, ensuring addresses and communication details remain consistent throughout the platform.

One shared customer database

Customer information only needs to be maintained once and is automatically reused by other Flowtig applications.

Invoice History

Every quotation and invoice remains available after completion.

Historical data makes it easy to answer questions such as:

  • Which invoices were sent last month?
  • How much revenue was generated this year?
  • Which customer purchased this service?
  • When was this invoice paid?

Keeping historical invoice data available supports accounting, customer service and long-term reporting.

Permissions

Invoices uses Flowtig's central permission system.

Typical permissions include:

Permission Description
View invoices Browse invoices
Create invoices Create quotations and invoices
Edit invoices Modify existing documents
Delete invoices Remove invoices
Send invoices Deliver invoices to customers

Permissions can be assigned independently, allowing organisations to control exactly who may manage invoicing.

Best Practices

Recommendation

Create customers in Contacts before preparing quotations or invoices.

Tip

Begin with quotations whenever pricing still requires customer approval. Accepted quotations can later be converted directly into invoices.

Note

Keep invoice statuses and payment information up to date to maintain an accurate overview of outstanding receivables.

Integrations

Invoices integrates naturally with other Flowtig applications.

App Integration
Contacts Customer management
Transfer Secure invoice delivery
Calendar Due dates and payment reminders
Invoice Archive Incoming invoice management

As the Flowtig platform grows, additional accounting integrations will become available.

Frequently Asked Questions

Can quotations be converted into invoices?

Yes.

Accepted quotations can be converted into invoices without re-entering information.

Can invoices be exported as PDF?

Yes.

Professional PDF invoices can be generated directly inside Flowtig.

Are electronic invoices supported?

Yes.

Flowtig supports both ZUGFeRD and XRechnung.

Can recurring invoices be created?

Absolutely.

Recurring invoices help automate regular billing processes.

Can payments be tracked?

Yes.

Invoices provides a complete overview of payment status, due dates and outstanding balances.

Typical Workflow

Create Customer
        │
        ▼
Create Quotation
        │
        ▼
Convert to Invoice
        │
        ▼
Send Invoice
        │
        ▼
Track Payment
        │
        ▼
Invoice History

See also

Invoices works particularly well together with:

Need help?

Need assistance with Invoices?

Learn more on the Flowtig website or contact our support team:

  • https://flowtig.com/apps/invoices
  • https://flowtig.com/contact