Documents & invoicing

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 ERP 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.

The document form is more than a table: add catalog items via product selection with quantities, and free-text lines when needed. Headings and subtotals group material, labor, and extras. A subtotal shows the net since the previous heading or subtotal and does not add a second time to the document total. 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 a row, insert an empty line or a product directly above, 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.

Send finished PDFs directly from the document, with template, attachment, and log entry. For B2B customers you can optionally enable ZUGFeRD 2.x in the PDF; structured XML is built automatically from your master data and includes the seller IBAN as a payment mean. Bank-transfer and prepayment invoices and dunning include a GiroCode. Export open invoices with a direct-debit mandate as a pain.008 file for your banking software.

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.

The module covers the commercial document from the first calculation through to the correction. Every type uses the same line-item form, the same templates, and the same send path.

An accepted price stays in the chain. Contact, project, service order, and cost center carry onto the follow-on document. The invoice is the next status of the same case, not a fresh data entry.

Open amounts go into payment reconciliation, reports, and the accounting statements. For the tax adviser you pack the same documents into the DATEV export and can lock the period.

PDF, email, letter, and the signature link are the outputs. In the customer portal you release invoices, quotes, order confirmations, and delivery notes so the customer can fetch them.

Internal drafts, documents you did not release, and comments stay in the panel.