What can the invoice module do?

With the invoice module, you create and send quotes and invoices directly from SpinOffice. You work from the contact, so everything is together: your emails, appointments and your invoices.

Since November 2026, the invoice module is available as standard in all editions.

What can you do with it?

• Create a proposal (quote) for a contact, with your own items and prices.
• Convert the proposal step by step into an order, an invoice and finally paid.
• Create a credit invoice if an invoice is wrong.
• Send each document as a PDF, on your own letterhead and with a fixed email template.
• See per contact which invoices are open and what the revenue is, on the Revenue tab.
• Find all your invoices in the Invoices overview.
• Send invoices to your accounts in e-Boekhouden.nl with one button.

What can't it do?

The invoice module is meant for simple invoicing from your CRM. It isn't made for:

• an extensive item database or inventory management;
• packing slips or a fixed order workflow;
• full accounting. For that, you connect an accounting package.

How to start

1. First set up the module: your letterhead, your company details and your items. Read how: Setting up the invoice module
2. Create your first invoice. Read how: Creating an invoice
3. Using e-Boekhouden.nl? Then connect it. Read how: Connecting to e-Boekhouden

Don't see the $ icon in the left bar? Then contact us at support@spinoffice-crm.com.