Directly from the CRM
Reuse quotation line items and customer data. Authorised employees can access documents on the associated record.
Module · SuiteUltimateFrom quotation to payment.
From quotation to payment.
Everything connected.
Manage quotes, invoices, subscriptions and open items in SuiteCRM 8 — from draft to payment, with status on the record.
InvoicingThe workflow at a glance
- 01Quotation & customer data
- 02Review the invoice draft
- 03Finalise & send
- 04Reconcile payment
Schematic illustration · Part of the CRM process
✓ XRechnung & ZUGFeRD✓ Versioned document records✓ Subscriptions & reminders✓ Accounting handover
Invoicing belongs in the customer process.
Shared data reduces manual handovers between sales and finance.
Recurring billing
Contracts define intervals and service items. Billing runs create drafts for review.
Track receivables
Outstanding balances, partial payments and overdue invoices remain visible on the customer account.
The right models for your services.
One document process for different billing methods.
| Model | Capability |
|---|---|
| One-off services | Line items, discounts and tax rates from CRM data |
| Subscriptions | Monthly, quarterly or annual billing schedules |
| Advance, partial and final invoices | Bill milestones and account for preceding invoices |
| Instalment plans | Allocate partial amounts and due dates transparently |
| Tiered pricing | Volume tiers, minimum charges and individual terms |
| Corrections and cancellations | Correction documents referencing the original invoice |
Structured e-invoices in the document process.
Output formats and validation profiles are selected for the recipient and the agreed release.
XRechnung
Structured XML output with schema and business-rule validation before approval.
ZUGFeRD / Factur-X
A readable PDF and embedded invoice data are generated from the same document version.
Extensible transmission
Peppol and portal connections are planned extensions. The actual transmission depends on the configured integration.
From outstanding balances to reconciled payments.
Payment, delivery and document statuses are managed separately.
Payment reconciliation
Match bank statements or payment reports against receivables. Assign clear matches and flag discrepancies or ambiguous cases for review.
Make payment easier
EPC QR codes on documents and optional payment links support the payment process. Provider integrations are configured separately.
Manage payment reminders
Configure deadlines and reminder levels. Exclude paid or blocked invoices and review reminder runs before approval.
Traceable documents. Clear responsibilities.
Technical controls support your organisational and accounting processes.
A fixed document version
Finalisation captures customer data, line items and amounts as a snapshot. Later changes to master data do not alter historical documents.
Numbering & correction chains
Coordinated numbering and referenced corrections create traceable document chains.
Roles & approvals
Creating drafts, finalising and correcting are separate permissions. Business approval remains with the responsible roles.
Connect accounting.
Hand over structured document data and track the transfer.
Account assignment
Link products and customer groups to accounts and tax codes. Review suggested postings with the responsible finance team.
Structured export
Provide invoice and payment data in agreed CSV formats.
DATEV · Expansion stage R3
A dedicated connector for document data and images is planned as a further expansion. Interface scope and release are agreed separately.
Frequently asked questions
Good to know about invoicing.
Can finalised invoices still be edited?
Content corrections use referenced correction or cancellation documents. The original document version is retained.
How do subscriptions work?
A contract billing schedule defines the interval, term and services. The billing run creates drafts for review.
Does this automatically meet every legal requirement?
The capabilities support structured invoices and traceable document processes. Format, recipient, retention and operating requirements must be reviewed for your use case.
Is the direct DATEV connection included in the initial scope?
The direct connection is planned for expansion stage R3. Structured exports provide the basis for accounting handover.
Stronger together.
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See invoicing
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In about 20 minutes we clarify document flow and approvals and show invoicing in SuiteCRM 8.
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