Module · Invoices and tax
3 featuresGroup: Settlements and documentsQuestions: 3
The problem
Invoices live in one program and deals in another. At the end of the month somebody compares two lists looking for what is missing.

What it does
The partnership and each partner's sole trader business, every one with its own tax number and bank account. You pick at the moment of issuing.
Invoices
New invoiceIssued this month
22,800 PLN
Awaiting payment
16,400 PLN
The seller can be the partnership or a partner's own business, each with its own bank account.
Numbers issued in order, invoices filtered by year, payment status visible on the list.
Progressive, flat and lump-sum, with social contributions and reliefs. It shows what is actually left of the commission.
Invoices
New invoiceIssued this month
22,800 PLN
Awaiting payment
16,400 PLN
The seller can be the partnership or a partner's own business, each with its own bank account.
Who it is for
For the owner and the bookkeeper. Access to this module is granted separately, without opening the client database.
Questions
The questions that come up about this module on the first call.
Yes. You add as many sellers as you need: the partnership and each partner's own business, every one with its own tax number and bank account.
Yes, numbers are issued in order and the list filters by year. Payment status is visible on every invoice.
By default the CEO and bookkeeping. Access is granted separately from the rest of the system, so the bookkeeper does not need to see the client database.
The rest of the system
Commissions, invoices and the paperwork nobody wants to retype.

Commissions and deals
Commissions that calculate themselves

Costs and results
What the agency really earned this month

Contracts and handover reports
Documents ready in a minute, always with your details

Lease and agency contracts
Polish occasional lease contracts without hunting for a template

GDPR consents
Client consents with date, source and history
A 30-minute call. I will show what invoices and tax would look like in your agency, on your clients and your commission model.