GESTIX / ORDERS & INVOICING
A customer order. A delivery in stages. An invoice for work already done. Keep the information connected, so your team can take the next step with confidence.
Record the order. Keep the details.
Deliver four. Six remain on the order.
Bill the delivery. No second stock issue.
01 / WHEN A DELIVERY CAN’T GO ALL AT ONCE
Send what is ready now. Keep the remaining quantities on the same order, with a clear view of what was ordered, fulfilled and still outstanding. No separate back-order document to create.
10 / 4 / 6French presses: ten ordered, four fulfilled, six remaining.
The order stays pendingOrder 19 · Demo Riverside Café · Each line keeps its own progress. The delivery is listed with the order.
0 remainingAll lines fulfilled. The delivery and direct invoice remain linked.
Nothing remains: order closedOrder 18 · A separate, completed example. These are two different orders, not before-and-after views.
The order records demand; it does not reserve specific stock units. A delivery, or an invoice directly from the order, issues the goods from stock.
Explore sales order fulfilment ↗Sales Order Management: Gestix Business Pro and Enterprise.
02 / THE WORK IS ALREADY RECORDED
Prepare invoices from eligible quotations, proformas or delivery notes. Reuse the information your team has already entered and keep the source documents connected.
Discuss your document workflow ↗ONE DELIVERY, ONE STOCK ISSUE
Goods delivered.
Stock already issued.
Use the existing document.
No second stock issue.
Illustrated workflow example, not a product screenshot.
03 / BILLING DOESN’T ALWAYS FOLLOW THE SAME PATTERN
A monthly service. Goods on consignment. Orders from your webshop. Explore the workflow that fits how your business actually works.
Generate recurring invoices for subscriptions, service contracts, rents or memberships using defined billing cycles. Bill pending deliveries linked to active contracts within each applicable period.
Recurring invoice generation; not automatic payment collection.
Record customer consignments, invoice the quantities sold or consumed, and record returns of unsold goods. Consult the invoices and returns created from the consignment.
Illustrative example: twenty coffee mugs supplied on consignment.
Bring document data into Gestix from CSV files and reduce manual entry. Available document types and import layouts depend on your configuration.
Reduce invoice entry for online sales with a REST API integration that creates invoices automatically in Gestix. Creation depends on valid document data and the enabled series and permissions.
Capabilities depend on your Gestix edition and configuration. We’ll help you assess the fit for your operation.
WHEN THE INVOICE NEEDS TO GO FURTHER
Keep electronic invoicing connected to your ERP. Send invoices and receive supplier invoices through a configured Peppol service within Gestix.
Explore electronic invoicing ↗Outbound formats include UBL 2.1 and Peppol BIS Billing 3.0. Relevant Portuguese configurations also support CIUS-PT and eSPap/FEAP submission, according to the recipient and configuration.
Gestix Enterprise supports invoices in a currency other than your company’s base currency. Maintain dated exchange rates; Gestix selects the rate applicable to the document date. The base-currency equivalent can also appear on the printed invoice or PDF, where configured.
Produce multilingual documents where the feature and relevant layouts are enabled. Choose document output language separately from the interface language.
Document integrity controls, draft separation, audit trails and supported SAF-T exports help support applicable requirements. Relevant configurations support EU OSS, margin-scheme and cash-accounting VAT workflows. Obligations depend on your organisation and market.
Review certification and compliance ↗START WITH A REAL WORKING DAY
Tell us how you take orders, deliver and invoice. We’ll help you find the Gestix edition and configuration that fit.
Real product views: English release-demo interface, 3 October 2026, fictional data. Workflow illustrations are explanatory examples.