The continuous document flow in divine finance.
The Document Flow
Offer → Order Confirmation → Delivery Note → Invoice → Payment. Each step transfers data from the previous document, ensuring no duplicate entries.
Create Offer
Open Offers
Section Offers — “New Offer”.
Select Customer
Select an existing CRM contact or create a new one.
Enter Items
Add products/services from the catalog or enter them freely; quantities, prices, tax rates.
Preview & Send
Review the PDF preview and send it to the customer via email.
Continue
Convert an accepted offer into an order confirmation/invoice with a click.
Create an Invoice
In just a few steps, create a complete, numbered invoice with a PDF, using a customer, items, and a template.
Select Customer
In the Outgoing invoices section — 'New Invoice'; search for and select a customer.
Add Items
Import products/services from the catalog — prices and tax rates are applied automatically.
Title & Payment Terms
Assign an invoice title and set payment terms (e.g., 14 days); select a template with a live preview.
Create
Click 'Create Invoice' — the next invoice number will be assigned and the PDF generated.
Customer Prices & Terms
Under Conditions, assign each business customer their own prices and payment terms — the foundation for quotes, invoices, and the order link.
Create Price List
Create a price list for each customer group (e.g., 'Gastro-Partner' for regular customers).
Set Quantity Tiers
Define quantity tier prices per product — fixed unit price or percentage discount.
Assign Customers
In the Customer Terms tab, set the price list, payment term, cash discount, and credit limit for each customer.
Follow-up Documents
- Order Confirmation — confirms the order with the customer.
- Delivery Note — documents the delivery.
- Invoice — generates the claim; numbers follow your numbering sequence.
- Payment — Record incoming payment or automatically assign it via bank reconciliation.
AIRIS Sales Autopilot: A Single Sentence Fills the Pipeline
In the chat, tell AIRIS: 'Fill my pipeline: insurance brokers within 20 km of Deggendorf, maximum 5' — AIRIS identifies real businesses in the vicinity, adds them as CRM leads (DivineProspect category), and creates a deal for each lead in the first pipeline stage, plus a 'First Contact' task, due in three business days.
Duplicates and countries with cold outreach prohibitions are skipped for valid reasons; no communication is sent in the process. With 'Give me the selling points for your industry,' AIRIS also provides the conversation guide: competitor categories, unique selling points, and what we deliberately do not promise.
Maintain recurring services as products (see “Products”). Items can then be inserted with the correct price and tax rate in one click.