Invoice from a quote, in one click
The accepted quote becomes an invoice without retyping anything — line items, taxes and discounts carry over automatically.
Solution · Invoicing & payments
Invoice in seconds. Get paid without chasing money.
Invoices linked directly to quotes and contracts, automatic reminders for overdue amounts and online card payment. Your financial records keep themselves while you work.
How does oCRM help with invoicing?
oCRM turns an accepted quote into an invoice with one click, then handles the rest by itself: it sends the invoice to the client, automatically reminds them about the due date, takes online card payment and shows you in reports exactly how much you invoiced, how much you collected and who is late. For subscriptions, recurring invoices issue themselves, month after month.
Recurring invoices
Subscriptions, maintenance, rentals — define once, and oCRM issues and sends automatically on the scheduled dates.
Reminders for unpaid invoices
Automatic messages before and after the due date, polite but consistent — by email and optionally on WhatsApp. You stop having the awkward conversations.
Online card payment
The client pays straight from the invoice link (Stripe, iDEAL); the payment is recorded automatically. The easier it is to pay, the faster you get paid.
UBL e-invoicing
Alongside the PDF, generate the invoice in the standardised UBL electronic format — ready for European e-invoicing systems.
Financial reports
Sales by month, overdue amounts by ageing, taxes collected, expenses — you always know where you stand, without an extra spreadsheet.
The full cycle: from quote to money in the bank
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Quote accepted online
The client approves the quote in the portal, you get notified.
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Contract signed electronically
Electronic signature eliminates printing and scanning.
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The invoice goes out automatically
Generated from the quote, sent by email, with a WhatsApp notification.
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Collection tracks itself
Automatic reminders + card payment = fewer overdue invoices.
Expenses, credit notes and everything else
- Expenses — including recurring and billable ones, re-invoiced to clients.
- Credit notes — clean corrections, linked to the original invoice.
- Your own series and numbering — configure the format you like.
- Taxes and VAT rates configurable per line item.
- Multiple currencies — invoice in EUR, USD or your local currency for international clients.
- Export — your data goes to your accountant whenever needed.
| Without automatic reminders | With oCRM |
|---|---|
| You remember the due dates (or not) | The platform tracks every invoice |
| Chasing messages written by hand, awkwardly | Consistent reminders, professional tone |
| Payment by transfer, "when I get to it" | Card payment, from a link, in 30 seconds |
| Overdue amounts surface at the yearly review | A live overdue report, by ageing |
Frequently asked questions about invoicing
How does oCRM help me get paid faster?
oCRM automatically tracks due dates and sends payment reminders by email (and optionally on WhatsApp) before and after the due date, until the invoice is paid. On top of that, clients can pay the invoice online by card, straight from the link, which significantly shortens the time to payment.
Can I issue recurring invoices for subscriptions?
Yes. You define the invoice once and choose the frequency (monthly, quarterly, yearly), and oCRM issues and sends it to the client automatically, on the scheduled dates, with correct numbering in your series.
Does oCRM support e-invoicing?
Yes. oCRM generates electronic invoices in the standardised UBL format — the format used by modern European e-invoicing systems — alongside the classic PDF sent to the client.
What do I do about unpaid invoices?
In oCRM you see all overdue invoices at a glance, with their ageing, while automatic reminders escalate the messages politely but firmly. For special situations you can manually send a WhatsApp or email message straight from the invoice record — the history stays attached to the client.
Your first oCRM invoice takes 2 minutes
Free account, no card. Set up your invoice series and issue on the spot.
Create a free account