Invoicing

Save time and optimize your invoicing!

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

Discover
Request a demo
recurring invoicing capture kafinea
kafinea logo svg

Electronic Invoicing

Issue and receive electronic invoices with ease

Kafinea is ready for electronic invoicing , both outbound and inbound. Thanks to our partner IOPOLE, an Authorized Platform (ex-PDP), your exchanges with all your customers and suppliers comply with the new legal obligations, without leaving Kafinea.

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

Customization

Personalize your invoices

Easily personalize your quotation and invoice templates with our PDF designer. You can fine-tune the layout of your accounting documents, for example by adding or deleting columns or adapting colors to suit your corporate identity. You can also create several invoice templates and decide which to use according to :

  • the nature of your services (products, services) 
  • the context (physical point of sale, e-commerce store, etc.)
  • of the recipient customer
kafinea logo svg

Recurring Invoicing

Invoice your subscriptions easily

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

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

Progress Invoicing

Easily manage your differential invoicing

Discover our simple, intuitive wizard for creating status invoices. Thanks to the initial estimate, Kafinea helps you to invoice your work, taking into account invoices already issued for the same project.

As well as saving you time, this feature reduces human error and makes it easier to monitor project invoicing .

Automation for invoicing

  • Autonomous AI agents

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

  • REST API

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

  • AI assistant on text fields

    Have your textual content automatically synthesized, lengthened, reformulated or corrected for greater precision and fluidity.

  • AI-powered automation

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

  • Interactive AI chatbot

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

  • Customizable price lists

    Create and apply specific pricing schedules for your customers and suppliers to save time on transactions.

  • Reminder notifications

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

  • AI Prompt

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

  • Scheduled reports

    Set up the periodic emailing of a tabular or graphical report.

  • Payment reconciliation

    Simplify your invoicing follow-up by letting yourself be guided by the wizard, which associates incoming payments with similar unpaid invoices.

  • Advanced AI search

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

  • Automatic reminders

    Set up different levels of reminders for invoice , from a simple email to sending a registered letter with acknowledgment of receipt.

  • MCP server for external AI

    Connect external artificial intelligences to Kafinea to enrich your automated processes and extend your capabilities.

  • Electronic Signature

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

  • Type of invoicing by project task

    Choose flat-rate or time-based invoicing for each project task, and make it easy to automate your invoicing.

  • Webhooks

    Send data to other platforms about an event that has just taken place.

  • Customizable workflows

    Create your workflows to automate the creation of a record, the update of a field, the sending of an email, and much more.

Advanced invoicing features

  • Customizable fields

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

  • Comments with attachments

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

  • Advanced access rights per user

    Choose which actions are feasible or which information is visible to each user, down to the individual field.

  • Consumption-based Invoicing

    Trigger a periodic invoice based on consumption data retrieved via API or entered manually.

  • Invoicing the parent company

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

  • Differential Invoicing

    Simplify your project invoicing follow-up with our invoicing progress assistant.

  • Recurring Invoicing

    Bill your subscriptions automatically and on a recurring basis according to the frequency of your choice.

  • Filtering records by tag

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

  • 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 you want using shortcodes.

  • Relational tabs

    Switch from one record to another related record with a single click using relational tabs.

  • Dependent picklists

    Create a relationship between two picklists so that the choices available in one dynamically adapt to the choice made in the other.

  • Reports and charts

    View key information on the module of your choice in real time via tabular and graphical reports.

Basic invoicing features

  • Customizable blocks

    Organize your records into accordion blocks to group your fields.

  • Customer and supplier accounts

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

  • Record duplication

    Duplicate a record with a single click.

  • Export data in PDF format

    Export the data of your choice in PDF format.

  • Filtering tickets by priority

    Set a priority level for each ticket to facilitate the handling of emergencies.

  • Multi-currency management

    Do business with your customers abroad, Kafinea is compatible with multiple currencies.

  • Illustrative images

    Illustrate your recordings with an image to make them easier to identify.

  • Importing data in CSV format

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

  • Automatic entry of customer information

    Import all your customer's information (postal address, SIRET number, email, etc.) into your documents simply by selecting it.

  • Manual payment entry

    Manually enter a payment received physically, by cheque or cash for example.

  • Sections in commercial documents

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

  • Customized naming sequences

    Set prefixes and suffixes for your document names and their incrementation.

  • Tracking of recordings

    Get notified when a record you are tracking is updated following an action by one of your colleagues or an automation.

  • Customizable dashboards

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

  • Filtered views

    Create the data lists with filtered views you need on a regular basis.

  • Dynamic widgets

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

Related pages

Unleash your company's potential now.

Discover the demo