Invoice when the job closes, keep the books up to date
The invoice comes straight out of the work order with everything that was done, supplier invoices go in with a photo, and it all syncs with your ERP. One screen shows what you are owed and what you owe.
What you issue and what you receive, in one place
Sales invoices, purchases and expenses, the ones that repeat every month, and payments. And on every row, whether it is already in your ERP.
Know what has been paid without opening a spreadsheet
Every invoice with its customer, due date, outstanding balance and sync status. Filter by customer, dates or status and export in one click.
Upload the supplier invoice
and Cafler AI types it up
Drag in the PDF or snap a photo of the paper copy. Cafler AI reads the document and fills in the supplier, line items, amounts and due date. You check it, save it, and your inventory updates with what has arrived.
- Works with a PDF or a phone photo: PNG, JPG, WEBP or HEIC.
- Pulls out supplier, line items, amounts and due date without you typing a thing.
- You review it before saving: nothing reaches your books without your sign-off.
- Every purchase invoice updates your inventory with the parts that came in.
The work order closes
and the invoice is ready
Jobs, parts and labour move from the work order to the invoice without being typed again. Review the draft, issue it and the final number is assigned automatically. If the customer's NIF is missing, you are asked for it right then.
- Invoice from the work order or from the approved estimate, line items already filled in.
- Drafts stay editable until you issue them; then they are locked with their number.
- If the customer's NIF is missing, you are asked for it and it is saved to their record.
- The invoice sits in the customer's record, next to the work order it came from.
We connect to your ERP
so you never type twice
If you work with an ERP, every sales and purchase invoice syncs as soon as you issue or save it, and the list shows you which ones are up to date. No ERP? Cafler issues the invoice with full legal validity and you export everything for your accountant in one click.
- Sales and purchases synced with your ERP as you issue or save them.
- Each row shows whether it is synced, pending or failed, and you retry from there.
- Export the period's invoices for your accountant in one click.
- The dashboard shows what you are owed, what you owe and your VAT for the period.
Cafler OSERPSee invoicing with your own invoices
A live 30-minute demo: we close a work order, issue its invoice and upload one of your supplier invoices so you can see Cafler AI read it.
