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Business documents

Every line is typed only once

The quote generates the order and the order the delivery note, with lines linked to the source. What is billable goes to your connected ERP, which issues the invoice: attendo is not an ERP or accounting software.

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  • Lines linked to the source document
  • Number series per issuing company
  • The invoice, in your connected ERP

Documents and signature

Business documents: what it does

One document generates another

An accepted quote becomes an order or a delivery note with its lines linked to the source. It handles partial deliveries, and you always know where each line came from.

Complete totals

Tax per line, stacked discounts, withholding per line, margins, price lists and payment terms with several due dates. Quote versions, optional lines and an expiry date.

Series per issuing company

Several companies or brands in the same instance, each with its own series, its own numbering and its own branding on the PDF. A document is voided, not deleted, and the trail remains.

Catalog with images

Products and services with images, variants with barcodes, units of measure, price lists and quantity breaks. The image shows in the list, in the editor and on the PDF.

The invoice, in your ERP

With Odoo, Business Central, Holded or SAP Business One, the document goes to your ERP, which issues the invoice. Its official number comes back automatically. Other ERPs connect through API v4.

Your design, in batches

Each document type prints with its own template and your branding. You print in batches or export to Excel from the list, and your ERP’s PDF can go out with the email.

How it works

Step by step

  1. Step 1

    Quote

    From the opportunity or from the list, with the catalog and your price lists. If you like, you publish it as a web quote so the customer can accept it with one click.

  2. Step 2

    Order and delivery note

    What is accepted becomes an order and a delivery note without retyping, partial deliveries included. In the field, the service report generates its own delivery note.

  3. Step 3

    Invoice

    Your connected ERP issues it with its official number, which comes back to attendo on its own.

  4. Step 4

    Closing

    When the document closes, whether accepted, invoiced or voided, your ERP finds out. You choose what each ERP is told.

Business documents list with invoices, delivery notes, materials reports and cost documents, each with its customer, status, date, total and ERP column.
Every business document in one list, with batch printing and export to Excel (Spanish interface).

Where it is used

It fits every area

Industry solutions

attendo CRM attendo CMMS attendo Field Service attendo After-Sales attendo Projects

Industries that use it

Use cases by department

Finance and administration Purchasing Executive management Sales and after-sales

Honesty

Where it fits (and where it does not)

  • attendo is not an ERP or accounting software: it does not issue invoices or keep your books.

  • It does not file anything with tax authorities. In Spain, SII and the other obligations with the AEAT are covered by your connected ERP.

Works with

Modules that go hand in hand

Quote management and web quotes

Quotes with options that the customer opens, picks and accepts

See Web quotes

attendo Pay

Collect deposits and payments online through your own gateway

See attendo Pay

attendo eSign

E-signature for the quote or the contract, right from its record

See attendo eSign

ERP integrations

Odoo, SAP Business One, Business Central and Holded, connected

See ERP integration

Glossary

Glossary terms

Sales and customers

Deposit

Upfront payment · down payment · advance payment

A deposit is the part of the price a customer pays up front, when accepting the quote or before the work starts, and it is then deducted from the total.

Field work

Service report

Job sheet · field service report

A service report is the document that records what the technician did on a job: tasks, time, materials, notes and evidence.

Sales and customers

Customer profitability

Account profitability

Customer profitability is the difference between what you bill an account and what it costs you to serve it.

See all 53 glossary terms

Frequently asked questions

Frequently asked questions

Can I invoice from attendo?

No. attendo is not an ERP or accounting software. It prepares what is billable, from quote to delivery note, and the invoice is issued by your connected ERP with its official numbering. There are native connectors for Odoo, SAP Business One, Business Central and Holded, and other ERPs connect through API v4.

Which ERPs does it connect to?

Natively, Odoo, Business Central, Holded and SAP Business One. You turn on customers, catalog, stock, documents and payments separately. The connector is validated against your test environment.

Can the customer accept the quote without calling?

Yes. You publish it as a web quote: the customer chooses between options, adjusts quantities and accepts or declines with one click. The document records how it closed.

Can I delete a numbered document?

It is not deleted: it is voided. It stays in its series, with its status, so the trail is never lost.

Does it work for purchasing too?

Yes. The flow includes purchasing. In maintenance, the order generator proposes one purchase order per supplier from the planned materials.

Request a demo

Try it with your processes

We will show it to you with your own document types and the way you work. If it is not a fit, we will tell you.

  • With your operation, not a generic demo
  • A real person from our team replies
  • No cold calls afterwards

Would you rather talk first?

Which area do you want to see in the demo?

With your work email we prepare the demo around your case.

In one or two sentences.

If you chose Maintenance (CMMS)

If you chose Field work (Field Service)

If you chose Facility Management

If you chose any other area

Only if you would rather we call you.

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What happens when you send it. Someone from our team reads what you tell us and writes to you to agree on a time for the demo. Our hours: Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM, Spain time.