Quotes and invoicing
From quote to paid invoice
Quotes the customer signs online, work reports that become invoice lines by themselves and payments that match themselves. Invoice in Servaro, or export to Exact Online if that is where your accounts are.
Two ways
Choose how you invoice
During set-up, and later under Settings, you choose the way that suits your company.
-
Invoicing in Servaro
For companies without accounting software, or that want everything in one place. Invoices, payments and reminders in Servaro.
- Invoices from work reports, including combined invoices
- Separate invoices with items from the price list
- Credit notes; a sent invoice never changes
- Reminders and a receivables overview
-
Export to Exact Online
Servaro creates the draft invoices, Exact Online sends and books them. Customers go along too, so both systems match.
- Draft or final invoices to Exact
- Customer details to Exact Online
- Hours, materials and refrigerant as invoice lines
Quotes
Quotes the customer signs online
The customer gets a link, views the quote and signs with a code sent by email. You see when it has been viewed.
- View, sign or decline online, with a PDF
- Notification to the salesperson and viewing statistics
- Convert to a work order or invoice in one click
In your own branding
- Your own logo, colours and letterhead
- Your own PDF templates for quotes, work reports and invoices
- Required details such as Chamber of Commerce and VAT number always included
- By email in the customer's language
Payments and receivables
Paid faster, fewer chasing calls
-
Payment link
Every invoice with a Mollie payment link: iDEAL, credit card or Apple Pay. The payment is processed automatically.
-
Payment on site
With a Mollie payment QR code on the technician's phone or tablet. The customer pays right away with their banking app.
-
Automatic reminders
First, second and third reminders on the days you choose, with your own texts.
-
Import bank statements
Upload MT940 or CAMT.053. Servaro matches payments by invoice number, amount and name.
-
Record payments
Manually, partially or in full, with an overview of the open items per customer.
-
Receivables overview
Open, overdue and paid per customer, with export.
By the rules
Following Dutch rules
-
All VAT rates
Dutch rates, reverse-charge VAT for subcontracting and intra-community supplies.
-
Sequential numbering
Number sequences per year or branch, without gaps or duplicate numbers.
-
VAT return
A quarterly overview with the boxes of the Dutch VAT return, ready to copy over.
-
Payment options per invoice
On account, via the payment link, on site or in cash. You set a default per customer.
Invoicing is part of every plan. View pricing
Want to see how Servaro works in your company?
Request a demo. We show you Servaro with your own trades and way of working, and answer your questions.