# Order management: quote to invoice

> Quote, order, defects, acceptance, invoice and dunning in one job. GoBD-compliant, with ZUGFeRD/XRechnung, customer portal and mobile view.

Source: https://1x1it.de/en/workorderagent/auftragsverwaltung/

Quote, order, defects, acceptance, invoice and dunning stay in the same record. Nothing is retyped, nothing gets lost between two programs.

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Order management Module

- **Included:** all modules (winter special)
- **Documents:** quote, order, invoice, credit note
- **Formats:** PDF, ZUGFeRD, XRechnung
- **On the go:** mobile view without an app
- **Compliance:** GoBD-compliant

## What order management can do

The job is the central unit. It moves from quote to invoice and always stays the same record.

[Quote, order, invoice One click turns the quote into an order, and the order into an invoice. Line items, prices, customer and tax are carried over. Details](https://1x1it.de/en/workorderagent/auftragsverwaltung/angebot-auftrag-rechnung/)
[Document defects Record defects with a photo and send the customer an appointment with online confirmation. The status stays visible until the defect is fixed. Details](https://1x1it.de/en/workorderagent/auftragsverwaltung/maengel/)
[Sign off acceptance The customer signs on the tablet on site. The PDF record goes to the order and the customer. Details](https://1x1it.de/en/workorderagent/auftragsverwaltung/abnahme/)
[Three-stage dunning Payment reminder, first and second reminder notice. You set texts and deadlines per company. Details](https://1x1it.de/en/workorderagent/erp/debitoren-kreditoren/)
[Mobile on the go Take a photo, add a line item, start a timesheet, right on your smartphone and without a separate app. Details](https://1x1it.de/en/workorderagent/auftragsverwaltung/mobil/)
[Customer portal Every customer gets an encrypted link to their jobs, invoices and defects, without logging in. Details](https://1x1it.de/en/workorderagent/auftragsverwaltung/kundenportal/)

## The typical workflow

Six steps from first contact to a settled invoice.

- Record the enquiry: Create the customer, create a quote with line items.
- Send the quote: The PDF goes to the customer by email, with a link to accept it online.
- Convert to an order: When the customer accepts, one click creates the order confirmation.
- Carry out the job: Record hours, material and travel, and document defects if needed.
- Acceptance and invoice: Sign the record on site, and the invoice is created immediately.
- Dunning, if needed: Bank reconciliation checks incoming payments automatically, and reminders are just a click away.

## All details at a glance

For anyone who wants to know exactly.

- Number ranges per company: Quote, order, invoice and credit note with their own prefixes and number of digits.
- Several tax rates: 19 %, 7 %, reverse charge under § 13b and § 13b for construction work, adjustable per line item.
- Sales price schemes: Manage mark-up rules such as material × 1.4 or hourly rates centrally and apply them in the quote.
- Wholesaler connection: Via OpenMasterData (e.g. Obeta, Sonepar): type in the article number, and prices, EAN and images are carried over.
- Mix line items freely: Articles from the master data, free line items, hourly rate, travel and flat fees.
- Attachments: Photos from the job, plans and PDFs are stored with the job and in the customer portal.
- Status workflow: Open, in progress, waiting for material, completed, invoiced, paid.
- Sending by email: Your own SMTP server per company, editable templates, copy to your own mailbox.
- ZUGFeRD and XRechnung: ZUGFeRD as a PDF with embedded XML for business customers, XRechnung as pure XML for public-sector clients. Both are German e-invoice formats.
- GoBD-compliant: Lock period on documents, change log, gapless numbering, as required by the GoBD (German rules for digital bookkeeping).

## Related

[E-invoicing Send and receive XRechnung and ZUGFeRD](https://1x1it.de/en/workorderagent/e-rechnung/)
[Timesheets Book time straight to the order](https://1x1it.de/en/workorderagent/stundenzettel/)
[Banking & SEPA Match incoming payments automatically](https://1x1it.de/en/workorderagent/banking/)
[All modules WorkOrderAgent at a glance](https://1x1it.de/en/workorderagent/)

## Sounds like exactly what you need?

Try it free for 20 days or let us show you order management using your own workflows. In the winter special: all modules in the package at no extra cost. If you start now, you keep the benefit afterwards too.

[0173 644 22 17](tel:+491736442217)

[Request a demo](https://1x1it.de/en/kontakt/#anfrage)