Customer invoices
Close the sale cycle inside the CRM. From an approved quote or a sales order, you issue the customer invoice with automatic numbering and line items that already carry discount and tax. Send it by email in each customer’s language, with a PDF in your company’s branding, and get paid through the online payment link, which reconciles the invoice on its own. Due-date reminders go out automatically, and the receivables report shows what’s about to fall due and what’s already overdue. That way collection stops living in a separate spreadsheet: you know who paid, who’s missing, and who needs a reminder, all tied to the deal it came from.
- Issue the invoice from a quote or sales order, with automatic numbering.
- Line items with discount and tax computed right on the invoice.
- Send it by email in the customer’s language, with your branded PDF.
- Get paid through an online payment link, with automatic reconciliation.
- Automatic due-date reminders and a receivables (aging) report.
- Chile: invoice in UF with the peso (CLP) equivalent frozen at issue time.
Free in Sellio, you only pay for the machine
Invoice issuing, sending with your branded PDF, online collection, and reminders are included. The product stays free while the month's infra usage always stays below US$20; once you go over, you pay the month's consumption.
Faster payment
With the online payment link and automatic reconciliation, the customer pays on the spot and the invoice settles itself.
Less spreadsheet, fewer errors
The invoice is born from the quote or order, with automatic numbering and computed taxes, so there’s no retyping and no mismatch between what was sold and what was billed.
Collection that runs itself
Due-date reminders go out automatically and the receivables report points out what slipped, so you act before it becomes a bad debt.
From quote to payment without leaving the CRM: a quote or order becomes an invoice, a charge, and a reconciliation in one flow.
Online payment with automatic reconciliation: the customer pays through the link and the invoice settles itself.
Branded PDF in the customer’s language: the charge arrives professional and clear for whoever receives it.
Built for Chile: if you invoice in UF, the CLP value is locked on the issue date, with no reindexing surprise.
From quote or order to invoice in seconds
The approved quote or the sales order becomes an invoice without you retyping items and values, with automatic numbering and discount and tax already computed per line. What was negotiated flows straight to collection, so the rework disappears and so does the transcription error between sales and finance.
Charge, collect, and reconcile on its own
Send the invoice by email in the customer’s language, with a PDF in your company’s branding, and let the online payment link do the rest: the customer pays and the invoice reconciles automatically. Due-date reminders go out on their own, so you collect at the right moment without watching the calendar.
Receivables in plain sight
The receivables (aging) report shows what’s about to fall due and what’s already overdue, by day range. You see the cash still to come in and act before the delay turns into a loss.
Chile: UF and peso, no manual math
If you invoice in UF, the CRM shows the Chilean peso equivalent using the official UF value for the day and freezes that figure on the invoice. What the customer sees at issue does not change later, even if the UF moves. It is optional and starts off.
- 1
Issue the invoice from an approved quote or a sales order, with automatic numbering.
- 2
Adjust items, discounts, and taxes if you need to.
- 3
Send it by email in the customer’s language, with your branded PDF.
- 4
The customer pays through the online payment link and the invoice reconciles automatically.
- 5
Due-date reminders go out on their own and the receivables report shows what slipped.
Closed the sale, invoiced it
As soon as the quote is approved or the order is confirmed, you issue the invoice right away, already with numbering and taxes, without waiting for finance to build it from scratch.
A charge that pays itself
The customer receives the invoice in their language, opens your branded PDF, pays through the link, and reconciliation happens automatically, without you checking a statement.
A receivables cadence
Due-date reminders go out on their own and the aging report shows who slipped, so you prioritize the right collection.
Can I issue the invoice from a sales order?
Yes, the invoice is born from an approved quote or a sales order, with no retyping items and values.
Does the invoice get automatic numbering?
Yes, each invoice comes with automatic numbering, so the sequence stays organized without manual control.
Can I apply discount and tax on the items?
Yes, each line accepts discount and tax, computed right on the invoice.
Does the customer receive the invoice in their language?
Yes, the email and the PDF go out in each customer’s language.
Does the PDF carry my company’s branding?
Yes, the invoice is generated as a PDF with your company’s branding, ready to send.
Can the customer pay online?
Yes, the invoice goes out with an online payment link and, when the customer pays, reconciliation happens automatically.
Do I have to record the payment by hand?
If the customer pays through the link, reconciliation is automatic. You can also record a manual payment when you get paid another way.
Are due-date reminders automatic?
Yes, due-date reminders go out on their own, so you collect at the right moment without watching the calendar.
Can I see what’s about to fall due and what’s overdue?
Yes, the receivables (aging) report shows what’s about to fall due and what’s already overdue, by day range.
Does this replace a collection spreadsheet?
Yes, collection stops living in a separate spreadsheet, you know who paid and who's missing right in the CRM.
Is there an extra cost to issue customer invoices?
It's free. It stays free only while the month's infrastructure usage always stays below US$20; once you go over, you pay the month's consumption.