From quote to payment, in a straight line.
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)
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
Subscriptions, bundles, formulas, Odoo.
Subscriptions for recurring invoices (active, paused, cancelled) with automatic generation on the chosen cadence. Preset article bundles for packaged offerings. Formulas (recipes) to auto-generate lines based on parameterized rules. Import and bidirectional sync with Odoo for clients already equipped. Markdown in header/footer with auto-substituted {CLIENT} variables.
- Recurring invoices with configurable cadence
- Article bundles for packaged offerings
- Formulas (recipes) for automatic line generation
- Bidirectional Odoo sync + CSV export
Invoicing
This module is included only in the Business plan.
Frequently asked questions
3 frequently asked questions. Can’t find an answer? Write to us — we reply within 24 h.
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Is Swiss VAT properly handled?
Yes. Per-invoice configurable VAT, 8.1% by default, with automatic gross-from-net calculation. VAT-inclusive/exclusive mode configurable per article. Invoices exported to Odoo keep the VAT structure for your accountant. -
Are PDFs customizable to our visual identity?
Yes. The invoice PDF is generated from a template matching your brand: logo, colors, fonts, header, footer, terms. The template is set once in invoicing settings and reused automatically for every document. -
Which plan includes the Invoicing module?
The Invoicing module is included only in the Business plan (79 CHF/mo). It includes the 4 document types, recurring invoices, bundles, formulas, and Odoo sync. Starter and Pro plans do not have access to invoicing.
Ready to give it a try?
First month free. No charge before day 30. Cancel in one click.
- First month free
- No charge for 30 days
- No commitment
- Cancel anytime