Taxes
Set up tax rates, tax groups, rules by customer location and product tax class, and tax-exempt customers, and see how Modulix taxes each document line.
Pricing & discounts
Set what customers pay with price books per currency and customer group, discount rules, promotions and quantity breaks, and cap the discounts each role may give.
Quotations
Prepare priced and taxed quotations, send them as PDF by email, track versions, and turn accepted quotations into sales orders.
Sales orders
Record what customers ordered, reserve stock on confirmation, deliver in one or more shipments, and invoice the order.
Invoicing
Create invoices from sales orders or from scratch, issue them with gap-free numbers, email them as PDF, and correct them with credit notes.
Payments
Record customer payments, apply them to one or more invoices, track balances and overdue invoices, and send payment reminders.