Slimbot
CRMWhat is Invoices?
With Invoices you create an invoice directly from your CRM, linked to the right customer and quote. This way you keep your sales and invoicing in one place, prevent typing errors and get paid faster because invoices can go out immediately.
How does it work?
- Create an invoice from a customer or accepted quote; all details are carried over automatically.
- Check the lines, VAT and invoice number and adjust if necessary.
- Send the invoice by e-mail in your own house style, with a payment link via Mollie or Stripe.
- Track the status and connect to your accounting software such as Exact or Twinfield if desired.
Use cases
Handyman business that invoices directly from the customer card after completion.
Consultancy that converts an accepted quote into an invoice in one click.
Webshop that neatly invoices business orders with VAT.
Coach who sends invoices per programme with a handy payment link.
Benefits
- No duplication: customer and quote details are carried over automatically.
- Paid faster thanks to a direct payment link.
- Invoices in your own professional house style.
- Seamless integration with your accounting package.
Frequently asked questions
Can I connect invoices to my accounting?
Yes, Slimbot connects with commonly used packages such as Exact, AFAS and Twinfield, so your invoices flow automatically to your accounts.
Can customers pay online directly?
Yes, you add a payment link via Mollie or Stripe. Customers pay with one click, so you receive your money faster on average.
Do I not have to re-enter data?
No, because you invoice from the customer or quote, all data is automatically included. That saves time and prevents typing errors.
Also within CRM
Use invoices for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.