Invoicing

Prepare quotes, invoices and deposits.

Create quotes, invoices, deposits and credit notes. VAT rates are configurable.

Video transcript

A quote in a word processor, an invoice in a spreadsheet, a QR code to patch together, forgotten reminders. With ark.plan, a quote takes four steps. The department sets the account, numbering and terms. Lines come from the catalogue, each with its margin. Complex pricing? Describe your calculation: AI helps build the recipe, which then generates the lines. Your terms and conditions? AI drafts them for you to review. The quote reaches the client as a link. They read it, sign with a finger, and get the signed PDF. On your side, the status updates itself. Once signed, it triggers the deposit and its QR-bill. Then invoice in instalments, release the retention: the final invoice deducts everything paid. Your client gets a portal: projects, quotes, invoices. They see what’s due and pay by QR-bill. Invoice overdue? The reminder is ready: first reminder, second reminder, final notice. AI writes it in the tone you use with this client. Send it, or skip it. Extra work along the way? An amendment, its reason, a signature, and it all stays linked to the quote. Monthly maintenance? The subscription prepares each invoice, or sends it itself, at the level you choose. Cancelled after payment? The credit note is created automatically. For the full potential, sync ark.plan with ark.flow Compta: invoices arrive there ready to book. ark.plan, Invoicing. From quote to payment, no retyping.

Full cycle

Quote → deposit → invoice → credit note, without re-typing.

Create a quote, convert it to an invoice in one click, record a deposit, cash in the balance, create a credit note if needed — everything stays linked, versioned and traceable. Automatic numbering with configurable pattern ({YEAR}{PREFIX}{SEQ}). Lines with preset articles or free-form, per-line or global discount, configurable VAT.

  • 4 types: quote, invoice, deposit, credit_note
  • 8 statuses: draft, confirmed, sent, partially_paid, paid, overdue, rejected, cancelled
  • Automatic numbering with configurable pattern
  • Partial/full payment tracking with method (bank, cash, other)
Prefill

Tracked hours become quote lines.

From a contact and a project, ark.plan pulls all non-yet-invoiced time tracking entries and auto-creates matching quote lines with the right description, hours and hourly rate. Once the invoice is sent, entries are marked invoiced — impossible to bill them twice.

  • Pull of non-invoiced entries per contact + project
  • Automatic line creation with description and rate
  • Invoiced marking after sending to prevent double billing
  • One-click invoice duplication
Recurring and bundles

Recurring documents, bundles and formulas.

Recurring invoices follow the selected schedule. Bundles and formulas prepare lines from configurable rules. Headers and footers support customer variables.

  • Recurring invoices with configurable cadence
  • Article bundles for packaged offerings
  • Formulas (recipes) for automatic line generation
  • CSV export

Invoicing

200 MB of storage. Unlimited users, AI included. Prices excl. tax. Also included in Business.

CHF 29/monthor CHF 290 a year

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