Document workflow

From order to finished invoice – with less manual work.

Digital invoices come straight from the order: customer, items and payment status are already there.

Invoice recordPayment contextCustomer document

Document flow

Invoice and receipt stay attached to order, customer and payment.

Order context

Focus
The sale and customer behind the document.
Next step
Check order details.

Payment state

Focus
Payment context that informs invoice or receipt handling.
Next step
Review payment path.

Accounting review

Focus
Documents prepared for reporting and finance review.
Next step
Open Accounting.

Capability workflow

Invoices come straight from the order.

Digital invoices are created from the order: customer, items and payment status are already in place.

Prepare the document

Create the invoice or receipt straight from order and customer data.

Keep payment in view

The document status shows what is paid, open or overdue.

Support close review

Every document is ready for reports, accounting and tax.

Common industry fit

Where digital invoices make the difference.

Every industry uses this a little differently – here are the typical examples.

Retail Stores

Advising and selling on the floor: checkout, stock, customer info and campaigns work as one.

Retail floor focus

You sell on the floor – product details and customer history are always at hand.

Availability

Find the right plan.

Invoice scope and automation are agreed together during rollout.

Plan scope varies

Pricing shows which plan includes which modules – and when an upgrade pays off.

Related invoice and finance posts

Guides on invoices, receipts and payments.

3 results
Card Payment and Payment Processing in Austrian POS: Reporting and Sales Reconciliation

Saturday, 18 July 2026

Card Payment and Payment Processing in Austrian POS: Reporting and Sales Reconciliation

Card payment in Austria is no longer a side option — it's a full operational flow. Here's how Kartenzahlung and Zahlungsabwicklung connect to your POS, receipts, daily closing and accounting.

How Can Cloud Technologies Help Reduce the Costs of POS Systems?

Tuesday, 18 February 2025

How Can Cloud Technologies Help Reduce the Costs of POS Systems?

An examination of the benefits of cloud technologies in reducing the costs of POS systems and their impact on businesses.

Can Blockchain and Cryptocurrencies Be Used in POS Systems?

Wednesday, 15 January 2025

Can Blockchain and Cryptocurrencies Be Used in POS Systems?

An examination of the possibility of using blockchain technology and cryptocurrencies in POS systems, along with the legal challenges in various countries.

Invoice planning

Plan invoices and receipts around real orders.

Start with how documents should connect to customers, payments and accounting.

Digital Invoices

Invoices and receipts straight from the sale – linked to customer, payment and accounting.

For your industry

Supermarkets, Hotels & Accommodations, Offices & Services, Retail Stores.

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