Copie de Invoicing

Save time, optimize your invoicing!

Managing invoicing can quickly tie up one or more full-time employees. Not with Kafinea.

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Electronic Invoicing

Issue and receive your electronic invoices with ease

Kafinea is ready for electronic invoicing, both for issuing and receiving. Thanks to our partner IOPOLE, an Approved Platform (formerly PDP), your exchanges comply with new legal obligations with all your customers and suppliers, all without leaving Kafinea.

Because complying with the law shouldn’t cost more, this feature is included at no extra charge in your subscription!

Customization

Personalize your invoices

Easily customize your quote and invoice templates with our PDF designer. You can fine-tune the layout of your accounting documents, for example by adding or removing columns or adapting colors to your brand guidelines. You can also create multiple invoice templates and decide to use them based on:

  • the nature of your services (products, services) 
  • the context (physical point of sale, e-commerce store, etc.)
  • the recipient client
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Recurring Invoicing

Easily invoice your subscriptions

Why manually invoice your periodic services when you can automate them? Whether for subscriptions or consumption, Kafinea saves you valuable time and takes care of creating all your recurring invoices, at the end of the month for example. Several periodicity cycles are supported:

  • daily cycles 
  • weekly cycles
  • monthly cycles 
  • quarterly cycles
  • annual cycles

Progress Invoicing

Easily manage your differential invoicing

Discover our simple and intuitive assistant for creating your progress invoices. Based on the initial quote, Kafinea helps you invoice your achievements, taking into account invoices already issued for the same project.

In addition to saving you time, this feature limits human errors and facilitates project invoicing tracking.

Automation for invoicing

  • AI Assistant for Text Fields

    Automatically summarize, expand, rephrase, or correct your textual content to gain precision and fluidity.

  • AI Prompt

    Use AI in Kafinea workflows to understand a situation and automate actions.

  • AI-powered advanced search

    Benefit from intelligent search that goes beyond semantics, understands the meaning of your queries, and provides relevant results.

  • AI-Powered Automations

    Integrate AI prompts into your workflows to automate calculations, analyses, and decision-making based on your ERP data.

  • Automatic reminders

    Configure different reminder levels for unpaid invoices, from a simple email to sending a registered letter with acknowledgment of receipt.

  • Autonomous AI Agents

    Entrust complex missions to intelligent agents who break down tasks, execute them in the necessary order, and continuously adapt their actions.

  • Billing type per project task

    Choose flat-rate or time-based billing for each project task and simplify your invoicing automation.

  • Customizable price lists

    Create and apply specific price lists for your customers and suppliers to save time during your transactions.

  • Customizable workflows

    Create your workflows to automate record creation, field updates, email sending, and much more.

  • Electronic signature

    Send your documents for electronic signature via YouSign directly from Kafinea and trigger actions as soon as the signature is received.

  • Interactive AI Chatbot

    Ask questions about the data you have access to and receive instant answers, in text, tabular, or graphical format.

  • MCP Server for External AI

    Connect external artificial intelligence to Kafinea to enhance your automated processes and expand your capabilities.

  • Payment matching

    Simplify your invoicing tracking by letting the assistant guide you in matching incoming payments to similar unpaid invoices.

  • Reminder notifications

    Customize your reminders (pop-up window, email, or SMS) and their triggers.

  • REST API

    Synchronize data in real time between the platform of your choice and your Kafinea instance.

  • Scheduled Reports

    Configure periodic email delivery of a report in table or chart format.

  • Webhooks

    Send data to other platforms regarding an event that has just occurred.

Advanced invoicing features

  • Advanced per-user access rights

    Choose which actions are allowed or which information is visible for each user, down to the field level.

  • Comments with Attachments

    Share information and documents between collaborators via the Comments block in Kafinea records.

  • Customizable fields

    Add your own input fields, picklists, date pickers, URLs, etc.

  • Dependent Picklists

    Establish a relationship between two picklists, enabling the choices in one to dynamically adjust based on the selection in the other.

  • Differential Invoicing

    Streamline your project invoicing tracking with our progress invoicing assistant.

  • Dynamic and Customizable Email Templates

    Easily create your own dynamic email templates using shortcodes.

  • Dynamic and customizable PDF templates

    Design as many dynamic PDF templates as desired using shortcodes.

  • Filtering records by tag

    Group different records under the same tag to easily find them in one place, even if they come from different modules.

  • Parent company Invoicing

    Choose to invoice the parent company when doing business with multi-company entities.

  • Recurring Invoicing

    Invoice your subscriptions automatically and recurrently according to the frequency of your choice.

  • Relational tabs

    Switch from one record to another related record in one click via relational tabs.

  • Reports and Charts

    Visualize real-time key information from your chosen module via tabular and graphical reports.

  • Usage-based Invoicing

    Trigger a recurring invoice based on usage retrieved via API or entered manually.

Basic invoicing features

  • Auto-fill Client Information

    Simply import all client information (postal address, SIRET number, email, etc.) into your documents by selecting the client.

  • CSV Data Import

    Import data via a CSV file by mapping the columns from the original file to Kafinea fields.

  • Custom naming sequences

    Set the prefixes and suffixes for your document names and their incrementing.

  • Customer and Supplier Accounting Accounts

    Simplify your accounting by linking your customers and suppliers to their corresponding accounting account.

  • Customizable blocks

    Organize your records into accordion blocks to group your fields.

  • Customizable dashboards

    Create your own individual dashboards and easily find the information that matters to you.

  • Dynamic Widgets

    Create your own widgets on your dashboards and visualize your data more easily.

  • Export Data to PDF Format

    Export the data of your choice to PDF format.

  • Filter tickets by priority

    Set a priority level for each ticket to make it easier to handle urgent requests.

  • Filtered views

    Create data lists with filtered views that you require on a regular basis.

  • Illustration Images

    Illustrate your listings with an image for easier identification within your interfaces.

  • Manual Payment Entry

    Manually enter a payment received in person, such as by check or cash.

  • Multi-currency management

    Do business with your international customers—Kafinea supports multiple currencies.

  • Record duplication

    Duplicate a record in one click.

  • Record Tracking

    Be notified of updates to a record you follow, resulting from an action by a colleague or an automation.

  • Sections in business documents

    Divide the lines of your business documents into sections to make them easier for your customers and suppliers to read.

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