Jupiter ERP

Documents & invoicing

From quote to dunning — one continuous document flow.

Quotes, orders, delivery notes, invoices, dunning, and credit notes share the same master data as contacts and products. Layouts, templates, and sending run in the panel — no export to an external invoicing tool.

  • End-to-end documents on one data foundation
  • Copy lines, discounts & optional items
  • Text templates with placeholders for docs & email
  • Optional ZUGFeRD in invoice PDFs
  • Analytics on revenue and open items
  • Audit-ready storage and logging
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In depth

What the module means in practice — beyond the feature list, with concrete day-to-day value in the panel.

One document flow instead of hand-offs

Many SMBs start with Word templates for quotes and switch to another tool for invoices and dunning — or maintain parallel Excel lists alongside accounting software. Jupiter bundles outgoing documents: quotes, order confirmations, delivery notes, invoices, dunning, and credit notes share the same contact and product data.

When a customer accepts, you derive the follow-on document — lines, discounts, and text carry over. Number ranges, tax codes, and layouts are configured per tenant so every PDF looks consistent and is stored in an audit-ready way.

Line items that save time day to day

The document form is more than a table: add catalog items via product selection with quantities, and free-text lines when needed. Set discounts per line or as document-level discount and surcharge — on quotes you can mark lines as optional so alternatives stay visible without skewing the total.

Recurring services copy between documents: duplicate individual rows or paste all lines including discounts from the clipboard into a new document. Text templates with placeholders for customer and document number replace constant copy-paste from old Word files.

Sending, e-invoicing, and analytics

Send finished PDFs directly from the document — with template, attachment, and log entry. For B2B customers you can optionally enable ZUGFeRD 2.2 in the PDF; structured XML is built automatically from your master data.

Dashboards for revenue, open and overdue invoices read from your real documents — no export to a separate reporting tool. Accounting, management, sales, and back office see the same status.

Features in Documents

What you can do in this module — no fluff. Details for individual panel features are under Features.

  • Quotes & order confirmations

    Line items with quantities, discounts, and taxes — add products via search, mark optional lines, apply per-line or document-level discounts. Convert quotes via “Process document” into order confirmations, delivery notes, or invoices.

  • Line items & discounts

    Free-text and product lines, discount as percent or amount per line, document-level discount or surcharge, duplicate lines, and copy/paste positions between documents — including drag-and-drop sorting.

  • Process documents

    Derive follow-up documents from quotes, orders, delivery notes, or invoices: contact, lines, discounts, and text carry over. Create dunning or credit notes from invoices, or the next stage from a quote — without double entry.

  • Text templates & placeholders

    Maintain recurring text for document header, footer, subject, and email centrally. Mustache placeholders for contact, document, and company data are replaced automatically when inserting or printing.

  • Product selection in documents

    Add catalog items via search dialog with quantities — price, tax rate, and unit come from the product master. Add free-text lines manually when needed.

  • Invoices & credit notes

    Sequential number ranges, due dates, payment status, and links to open items — credit notes stay tied to the source document.

  • Delivery notes & dunning

    Delivery notes for shipping, dunning levels for overdue invoices. Changes are traceable in the activity log.

  • Custom document types

    Additional document types via configuration: required fields, number ranges, and workflows for your process.

  • PDF, letterhead & layouts

    Print layouts and letterhead per tenant. PDF preview before send or download — consistent branding.

  • Send documents by email

    Send documents with templates and attachments. Recipients and sends are visible on the document and in the log.

  • E-invoicing (ZUGFeRD in PDF)

    Optional embedded ZUGFeRD 2.2 XML (EN 16931) in invoice and credit note PDFs — per document or as default. No separate XRechnung-only export workflow.

  • Analytics & KPIs

    Revenue by month, quarter, and year, open and overdue invoices, document status, and order values — a dashboard built on your real documents, no export to a reporting tool.

Typical use cases

How teams use Documents day to day.

Trades: quote → order → invoice in one continuous process
Service providers with project billing and partial invoices
Retail with delivery note and invoice chain

Works well with

These modules complement Documents in typical workflows.

Banking & payment matching

Import transactions, match payments, keep liquidity in view.

Contacts & customer portal

Master data, groups, and a secure customer portal — one foundation for all modules.

Accounting & export

Recognize receipts with AI and prepare them for posting — export for tax advisors and DATEV.

Jupiter ERP

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Start for free — choose plan, term, and add-ons in the app afterwards. Custom adaptations or API integration? Get in touch.

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Documents & invoicing · Jupiter ERP