Step 1: Invoice Creation Made Easy
After a successful offer and product delivery, an invoice must be generated for your customer.
With ITISeasy.business, you can c
reate an invoice directly from your sales order, download the invoice as a PDF, send the invoice via email and automatically track it inside the system.
Compliance Built-In:
Each invoice is generated with a unique and sequential number—a legal requirement for auditing and bookkeeping.
Step 1: Invoice Creation Made Easy
After a successful offer and product delivery, an invoice must be generated for your customer.
With ITISeasy.business, you can:
- Create an invoice directly from your sales order
- Download the invoice as a PDF
- Send the invoice via email
- Automatically track it inside the system
Compliance Built-In:
Each invoice is generated with a unique and sequential number—a legal requirement for auditing and bookkeeping.
Step 2: Smart Upload to ITISeasy.docs
Once the invoice is generated, it's time to securely store it.
Invoice Upload Rules:
A monthly folder structure is pre-configured (e.g., /Invoices/2025/September/)
Invoice is automatically stored with a unique label
Duplicate Prevention: Invoices with the same number cannot be uploaded again
Result: Clean, audit-compliant digital archiving, without manual sorting or risk of duplicate entries.
Step 2: Smart Upload to ITISeasy.docs
Once the invoice is generated, it's time to securely store it.
Invoice Upload Rules:
A monthly folder structure is pre-configured (e.g., /Invoices/2025/September/)
Invoice is automatically stored with a unique label
Duplicate Prevention: Invoices with the same number cannot be uploaded again
Result: Clean, audit-compliant digital archiving, without manual sorting or risk of duplicate entries.
Step 3: External Documents? No Problem
Not all documents are generated within your ERP. Invoices and files also arrive from external sources—like supplier invoices, contracts, or scanned forms.
Here’s How ITISeasy.docs Handles It:
Direct Upload
Manually drag and drop the file to the right folder in ITISeasy.docs.
The metadata and storage rules ensure consistency across the system.
Step 3: External Documents? No Problem
Not all documents are generated within your ERP. Invoices and files also arrive from external sources—like supplier invoices, contracts, or scanned forms.
Here’s How ITISeasy.docs Handles It:
Direct Upload
Manually drag and drop the file to the right folder in ITISeasy.docs.
The metadata and storage rules ensure consistency across the system.
Dropzone Upload
No need to open the document system!
Just drag-and-drop the document from your desktop directly into the desired folder via the Dropzone interface.
Easy
Fast
Error-Free
Dropzone Upload
No need to open the document system!
Just drag-and-drop the document from your desktop directly into the desired folder via the Dropzone interface.
Easy
Fast
Error-Free
The Power of Integration: ITISeasy.business + ITISeasy.docs
The Power of Integration: ITISeasy.business + ITISeasy.docs
ITISeasy.business
Generate invoices from sales orders
-
Ensure unique invoice numbers
-
Send invoices via email
-
Seamless transaction tracking
-
Automate workflows
ITISeasy.docs
Archive documents in structured folders
-
Prevent duplicates with validation rules
-
Drag-and-drop upload via Dropzone
-
Document traceability for audit purposes
-
Centralized document management
ITISeasy.business
Generate invoices from sales orders
-
Ensure unique invoice numbers
-
Send invoices via email
-
Seamless transaction tracking
-
Automate workflows
ITISeasy.docs
Archive documents in structured folders
-
Prevent duplicates with validation rules
-
Drag-and-drop upload via Dropzone
-
Document traceability for audit purposes
-
Centralized document management
Combine ITISeasy.docs and ITISeasy.business!
Benefit from paperless workflows, time savings, l
egal compliance, complete traceability
and streamlined collaboration.
Together,
they deliver:
Paperless workflows
Time savings
Legal compliance
Complete traceability
Streamlined collaboration
Ready to Simplify Your Business Processes?
Whether you're handling dozens or thousands of invoices per month, this combined solution will make your life easier
—no more hunting down missing documents or struggling with audit requests.
Take a look at ITISeasy.email Talk to Our Experts
Ready to Simplify Your Business Processes?
Whether you're handling dozens or thousands of invoices per month, this combined solution will make your life easier
—no more hunting down missing documents or struggling with audit requests.
Book a Free Demo Today
Talk to Our Experts
ITISeasy.business - your professional business solution!
Learn more about ITISeasy.business and find out, how our comprehensive business solution can improve your business processes.
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