Reports and export (Pro and up)
Revenue per month and customer, top services, tax summary, ageing list, CSV. In Enterprise: DATEV booking batch for your tax adviser, audit-proof log, PostgreSQL.
More features of uttek Quotes & Invoices
Quotes with live totals
Lines from the service catalogue or free text, quantities and units, discount per line and overall, text and optional lines, net or gross prices, multiple tax rates. Accepted or rejected with one click.
Invoices with sequential numbers
Change drafts freely; when finalising, the program assigns the next number and the invoice is locked from then on. Cancellation and credit note with their own number and a reference to the invoice.
From quote to final invoice
Quote → order confirmation → progress invoices → final invoice deducting the progress payments. The document chain is visible on every document.
Payments, open items, dunning
Partial and final payments, early-payment discount, payment methods. Overdue invoices appear automatically; payment reminders and dunning levels with fees as PDF.
Small business, reverse charge, mandatory details
Standard VAT or German small-business scheme with the matching note, reverse charge for EU customers with VAT ID, mandatory details in letterhead and footer. Documents in German or English per customer.
Recurring invoices (Pro and up)
Service contracts, hosting or retainers monthly, quarterly or yearly – finalised automatically or as a draft for review.
XRechnung and uttek Connect (Pro and up)
E-invoice in XRechnung format (UBL) with routing ID for public-sector clients. REST API and webhooks; take over customers from uttek Customers, billable hours from uttek Time and shop orders.
State-of-the-art security
Password policy with a check against leaked passwords, two-factor sign-in via authenticator app with backup codes (can be required per role), login lockout after failed attempts, “forgot password” by email, HTTPS/HSTS and encryption of sensitive fields – all switchable, nothing forced.