Invoices (from quotes and orders, numbering, payments, overdue, credit notes)
Records: invoices, invoice payments, invoice settings
Invoices, numbered and paid.
Invoices made from the accepted quote or the order, never retyped, numbered without gaps, with payments recorded and overdue reminders prepared for you to send.
Sample conversation
You
Make the invoice for the accepted Atelier Dubois quote.
Kibo
I will copy the quote exactly: net 3,230.00 EUR, 20% VAT 646.00, total 3,876.00 EUR. It stays a draft without a number until it is issued.
Invoice for Atelier Dubois
CustomerAtelier DuboisNet3,230.00 EURVAT rate20%VAT646.00 EURTotal3,876.00 EUR
1 · What it runs
The processes in this kit.
A light invoice ledger for companies of every size: invoices made from accepted quotes and orders without retyping, numbered in sequence per entity (no number ever given twice, gaps explained), due dates from payment terms, payments and partial payments, overdue worked out every hour with reminders to the owner and a polite customer reminder sent only with your yes, credit notes instead of deleting, figures per currency and a CSV for your accountant. Accounting, VAT returns and e-invoicing formats stay in your accounting software.
2 · Examples
Real requests, and the card each one produces.
Sample conversation
You
Make the invoice for the accepted Atelier Dubois quote.
Kibo
I will copy the quote exactly: net 3,230.00 EUR, 20% VAT 646.00, total 3,876.00 EUR. It stays a draft without a number until it is issued.
Invoice for Atelier Dubois
CustomerAtelier DuboisNet3,230.00 EURVAT rate20%VAT646.00 EURTotal3,876.00 EUR
Sample conversation
You
Müller GmbH paid 1,500 EUR on invoice INV-2026-0007 by bank transfer on 5 November.
Kibo
I will record the payment of 1,500.00 EUR on INV-2026-0007. The invoice total is 3,876.00 EUR, so it becomes partly paid with 2,376.00 EUR left.
Payment on INV-2026-0007
InvoiceINV-2026-0007Date2026-11-05Amount1,500.00CurrencyEURMethodBank transfer
3 · Approvals and reminders
Rules it sets up, enforced by code.
No approval rules: every change waits for the person's own confirmation.