Get paid
The client approved the quote, and the contract and invoice come from the same card with the same line items, amounts and payment stages. Nobody retypes anything a third time.
Available from the Money plan, $149 per month, 1,000 transactions included
| Number | Title | Status | Date | Counterparty | Amount | |
|---|---|---|---|---|---|---|
| №0001 | Technical support contract, 20 h/month | Active | 10.09.2026 | Tekhnoservis LLC | 15,000 ₴ | |
| №0002 | Invoice — stage 2 (30%) | Issued | 10.09.2026 | Tekhnoservis LLC | 106,800 ₴ | |
| paid 50,000 ₴ of 106,800 ₴ | ||||||
| №0001 | Invoice — 50% advance | Issued | 10.09.2026 | Tekhnoservis LLC | 178,000 ₴ | |
| №2026-0001 | Quote: warehouse accounting, “Basic” option | Sent | 10.09.2026 | Ukrlohistyka LLC | 311,000 ₴ | |
| №0003 | Subscription fee 09/01/2026 — 09/30/2026 | Issued | 01.09.2026 | Tekhnoservis LLC | 15,000 ₴ | |
The quote was made in Word, the contract in the lawyer’s template, the invoice in the accounting software. Three files, three sets of amounts, and one of them has the old price.
The client asks for “the same quote, but without the second item”. The rep edits the file and sends it, and a month later nobody knows which version was the last one.
The invoice has been issued, but the CRM knows nothing about it: how much to expect, when it’s due, whether it’s paid — ask the accountant.
Quote, contract, invoice, delivery note, completion certificate and return are created from the deal and inherit its line items, prices, currency, client company and contacts. The contract comes from the quote, the invoice from the contract or straight from the quote.
Editing a document creates a new version; previous ones stay with their date and author. The client gets the approved version, and that’s the one shown in the card.
30% upfront, 50% after installation, 20% balance: stages are set in the invoice and become separate scheduled payments with due dates.
Print templates with the company’s details, signatures, logo and fields. Quotes, invoices and contracts look the way your clients are used to, not like a “system form”.
Line items from the catalog at the client’s prices, several quote options, a discount within the limits of the role. The client picks an option, and it becomes the basis for the other documents.
| Number | Title | Status | Date | Counterparty | Amount | |
|---|---|---|---|---|---|---|
| №0001 | Technical support contract, 20 h/month | Active | 10.09.2026 | Tekhnoservis LLC | 15,000 ₴ | |
| №0002 | Invoice — stage 2 (30%) | Issued | 10.09.2026 | Tekhnoservis LLC | 106,800 ₴ | |
| paid 50,000 ₴ of 106,800 ₴ | ||||||
| №0001 | Invoice — 50% advance | Issued | 10.09.2026 | Tekhnoservis LLC | 178,000 ₴ | |
| №2026-0001 | Quote: warehouse accounting, “Basic” option | Sent | 10.09.2026 | Ukrlohistyka LLC | 311,000 ₴ | |
| №0003 | Subscription fee 09/01/2026 — 09/30/2026 | Issued | 01.09.2026 | Tekhnoservis LLC | 15,000 ₴ | |
One action, and the contract with its subject, amount and parties is ready; the invoice has the same line items and payment stages. Numbers follow your own numbering.
Each invoice stage is a separate record with a due date. A payment from the bank statement confirms it, and the deal shows “paid UAH 50,000 of UAH 106,800”.
The certificate is built from a contract stage or from the project’s actual hours; after it comes a delivery note, or a return if something came back.
Act No. 2026-0001Issued
09/26/2026 · Tekhnoservis LLC
Title
Work completion act — technical support, September
Document date
26.09.2026
Items are frozen
| Title | Qty | Price | Discount | Amount |
|---|---|---|---|---|
| Technical support, 10 h/month package | 1 pcs | 15,000 | 15,000 ₴ | |
| Hours beyond the package (at 1,400 ₴/h) | 3.5 pcs | 1,400 | 4,900 ₴ | |
| Amount due | 19,900 ₴ | |||
Krokul is not accounting software: tax invoices, reporting and ledger postings are not kept in it. Invoices and payments are passed to your accounting system through the API. There’s no e-signature inside Krokul: a document is printed or sent as a file.
Yes, that’s a new version of the invoice. Scheduled payments are recalculated, and the old version stays in the history with its date.
Yes. The currency and exchange rate are locked on the deal, and the document inherits them; client debt is tracked separately in each currency.
A print template with company and deal fields is set up in Krokul; complex forms are usually built by an implementation partner in a day or two.
A typical CRM fills fields into a Word file. In Krokul a document is a record in a chain: the invoice knows its payment stages, the payment knows its invoice, the completion certificate knows the hours. So debt, overdue amounts and margin are calculated without manual reconciliation.
Each new document of any type is one transaction; versions of the same document don’t count. The Money plan includes 1,000 transactions per month.
Yes. Print forms for each document type are edited as HTML with document fields inserted; one form is the default, and that’s the one printing uses. You can restore the standard form at any time.
Create a new version of the document; the previous one stays in the history. For a similar deal you can copy a document, and a document issued by mistake is voided with a reason instead of being deleted.
Create a deal, build a quote from the catalog and turn it into a contract and invoice. The amounts will match, because nobody retyped them.
Included in the Money plan.