Office sales documents
Prepare quotations and the invoices or corrective documents required during the sales cycle, with the related customer and commercial information kept in the same system.
Sales and invoicing in Gestix ERP
Invoicing integrated with Gestix ERP
Gestix connects invoicing to the customers, products, orders, inventory and financial records behind each transaction. Teams can manage different sales and billing workflows while keeping electronic invoicing and applicable compliance controls within the wider ERP.
Ways to create and manage invoices
Invoicing in Gestix is part of the sales-document workflow rather than a separate utility. The system manages quotations, invoices, credit notes and debit notes alongside customer accounts, document history and multilingual output.
Bulk CSV processing
Import larger volumes of invoices and orders from CSV files to reduce repetitive data entry and support structured operational workflows.
Connected webshop billing
Use the REST API to bring online orders into Gestix and trigger the associated invoicing workflow without maintaining a separate set of sales records.
Certified invoicing and compliance controls
Gestix includes controls and export formats designed to support applicable certified-invoicing and fiscal-document requirements in supported markets. Available capabilities include document integrity controls, draft separation, audit trails and supported SAF-T exports; exact obligations depend on the organization and jurisdiction.
Review Gestix certified invoicing features and compliance context.
Electronic invoicing and Peppol
Gestix supports sending and receiving structured electronic invoices through Peppol as part of the ERP workflow. Supported formats and specifications include UBL 2.1, Peppol BIS 3.0, CIUS and EDI-FEAP, with the applicable profile depending on the recipient and business context.
Recurring and operational billing workflows
Gestix supports billing processes that extend beyond creating individual invoices manually.
Contract Billing
Automate recurring charges for subscriptions, service contracts, rents, memberships and other periodic fees using defined billing cycles.
Recurring Delivery Billing
Invoice deliveries linked to active contracts and consolidate the resulting charges across billing periods.
Pre-Delivery Invoicing
Issue an invoice before physical delivery while retaining the connection between billing and the related logistics records.
Consignment Management
Track goods supplied on consignment and invoice the quantities sold or consumed while retaining visibility over the remaining consigned stock.
Cross-border and VAT workflows
For relevant configurations, Gestix supports EU OSS consumer-VAT workflows, special VAT scenarios including the margin scheme and cash-accounting VAT, and multi-currency invoicing and account management.
Purchase orders can also be exchanged electronically through supported Peppol and JSON EDI formats, keeping the order-to-fulfilment process structured and traceable. Applicable tax treatment and reporting obligations should always be confirmed for each organization and market.
Connected to the wider ERP
Invoices use the same operational information as the rest of Gestix: customer records, products, inventory movements, orders, projects, contracts and customer accounts. This keeps sales documents connected to the business events that created them and lets API integrations participate in the same workflow.
Evaluate Gestix for your invoicing workflow
Tell us how your organization sells, bills and exchanges documents, and we will help you assess the appropriate Gestix edition and configuration.