Billomat

Create a recurring invoice template in Billomat.

Link client records to the template via API.

Set the billing interval to 'Monthly'.

Enable automated email dispatch upon generation.

Connect Shopify to Billomat via Zapier.

Map order fields to invoice fields.

Trigger automatic invoice creation upon payment success.

Archive the PDF in the Billomat cloud.

Upload all business receipts to the Billomat inbox.

Use AI scanning to categorize expenses.

Generate a P&L report.

Export the DATEV file and send it directly to the accountant.

Create a master quote for the project.

Generate a deposit invoice linked to the quote.

Track partial payments against the total balance.

Generate a final invoice that automatically subtracts previous payments.

Enable multi-currency support in settings.

Issue an invoice in USD while the base account is in EUR.

Let Billomat fetch the current ECB exchange rate.

Log the transaction in the ledger with original and converted values.

Configure 3 levels of dunning (Reminder, Level 1, Level 2).

Set grace periods (e.g., 7, 14, 21 days).

Billomat monitors bank feeds for payment matching.

System automatically sends PDF reminders for unmatched invoices.

Employees take photos of receipts via the Billomat mobile app.

The manager reviews and approves the digital expense.

Expense is logged against the specific project or cost center.

The system generates a reimbursement report.