Sales: offers & QR invoices

Under Offers create drafts and issue them. Lines are free text (no catalog in the offer). Statuses: Draft, Issued, Accepted, Declined, Expired, Converted, Canceled.

• Path: /offers/new — customer, validity, lines, snippets
• Issuing assigns a number and stores the PDF
• Edit only in draft
• No order / delivery note

1. 1Create a new offer
2. 2Enter customer and lines
3. 3Save the draft
4. 4Issue the offer

PDF/email from Issued or Accepted. Convert also from Issued or Accepted — accept is optional. Result: invoice draft linked to the offer.

• “Sent” is not a status
• Convert needs an active default bank account
• Offer becomes Converted
• Continue under /invoices/…/edit

1. 1Open an issued offer
2. 2Optionally PDF/email
3. 3Optionally set Accepted
4. 4Convert to invoice

Invoice directly or from an offer. Catalog and free text on invoices. Issuing creates a Swiss QR PDF for bank transfer.

• Path: /invoices/new or draft from offer
• Statuses: Draft → Issued → Overdue → Paid / Void
• Cash without QR and without reminders
• No recurring invoice module in the UI

1. 1Create invoice or open offer draft
2. 2Check bank, customer, lines
3. 3Save draft
4. 4Issue and review QR PDF

PDF/email after issue. Mark payments manually. Void (VOID) instead of hard-delete. No credit-note wizard.

• Mark paid manually — no camt
• VOID for issued documents
• Trash for drafts

1. 1Open an issued invoice
2. 2Use PDF/email
3. 3Mark paid or void

Under /mahnungen and from the invoice. Levels L0–L3, optional fee. Auto-reminders plan/opt-in dependent. Issue via Documents.

• Start manually from invoice detail
• Auto-reminders depending on plan
• Payment stays manual

1. 1Open overdue invoice or reminders
2. 2Create and issue reminder
3. 3Mark paid on payment