Sales
Spot and recurring sales, in one record
What sells once and what repeats live in the same place. Follow each sale until it is invoiced.
For companies in Chile
From the sale to the invoice, without typing the same data twice
Record the sale once, spot or recurring, and follow it through to getting paid. Clerkit lines up the tasks to invoice that customer and issues the electronic tax document (DTE) to the SII from the information you already have.
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When the invoice is ready, send it from your company's Gmail, using your email templates, with the document attached: the DTE or the sale PDF.
Electronic invoicing
The DTE starts from the sale
Issuing the DTE uses the data you already recorded. Less retyping, and fewer mistakes with the SII.
Workflows
Invoice each customer the way they require
The workflow gathers the tasks required to invoice. If a customer wants a purchase order, a format, or an extra step, those requirements stay in their workflow.
The invoice goes out from your Gmail
Connect the company account and send the message from your template, with the invoice attached.