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
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
// Scope by quote
Invoicing
The scope is defined around the selected functions, your organisation and the required connections.
- Selected functions
- Organisation and roles
- Data migration and connections
Frequently asked questions
3 frequently asked questions. Can’t find an answer? Write to us — we reply within 24 h.
Is Swiss VAT properly handled?
Yes. The rate is configurable per invoice. VAT-inclusive or exclusive mode is also set per item.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.How is the Invoicing module scoped?
The quote specifies the selected document types, recurrence, bundles and formulas.
Ready to review your needs?
Describe your workflows, data to migrate and useful modules. We then prepare your quote.
- §01/03Needs selected
- §02/03Context specified
- §03/03Contact arranged