Automating quotes and invoices

The paperwork around a job, done by the machine: quote, invoice, payment reminder, and a tidy folder for your tax adviser at the end of the month. You approve, you do not retype.

What happens on its own afterwards

An enquiry becomes a quote in your layout, with the customer data already filled in.
A yes turns that quote into an invoice. Same numbers, no retyping, no copy and paste mistakes.
Invoices go out on the agreed date, with a correct running number and the mandatory details.
Incoming payments get matched, so you always know what is still open.
After the due date a friendly reminder goes out on its own. You can stop it for any customer.
At the end of the month everything lands in one folder in the format your tax adviser wants.

How it runs

1 We write down how a job runs through your business today, from enquiry to money in the account.
2 Your quote and invoice templates get fixed once, including the details Austrian law requires.
3 A test run with real past jobs, so you see the output before anything reaches a customer.
4 It goes live with an approval step: nothing leaves the house without you confirming it.

What stays in your hands

The number range, the wording, the payment terms and every send button. The system prepares, you release. Cancellations and corrections stay a manual decision on purpose, because that is where mistakes get expensive. And every document is a normal file in your own storage, not locked inside a tool you would have to keep paying for.

What I do not do

No bookkeeping and no tax advice: that stays with your tax adviser, and the output is built to fit what they ask for. No debt collection either. What runs here are reminders about your own open invoices, on your own timing. Everything beyond that belongs to a lawyer or a licensed collection agency.

What it costs

Driven by how many programs are involved and how special your cases are. A one person business with a handful of standard jobs a month is a small project. Several people, partial invoices, deposits and recurring billing is a real one. You get a fixed price for a defined scope before anything starts.

Common questions

Does this work with the programs I already use?

Usually yes. If your accounting tool or CRM has an interface we use it, if not the documents are produced as files and imported. If you use nothing at all today, that is the simplest case.

Are the invoices legally correct?

The template carries the details Austrian VAT law requires, and your tax adviser signs off on it once before it goes live. Responsibility for the content stays with you, as it does with any invoicing software.

What exactly does the reminder do?

It sends a polite email about your own open invoice after a deadline you set, up to a number of times you set. It never contacts anyone else and it never adds fees on its own.

Can I still write an invoice by hand?

Yes. The special case is exactly what a human should handle. The system keeps the number range consistent either way.

What happens if I stop working with you?

Everything runs on your accounts, the templates and documents are yours, and the process is written down. Nothing stops when I do.

Does this fit your case?

Write two sentences about what eats your time. I will tell you honestly whether it pays off.

Get in touch

LAST UPDATED: SEPTEMBER 2026