Keep customers, quotes, invoices and payment records connected.
Invoicing
What is Remtrel?
A connected sales-to-payment workspace: handle an enquiry, agree a quote, deliver the work, issue the invoice and follow the money.
The challenge
Small businesses need a clear route from a customer request to an agreed quote, completed work and an invoice.
The approach
The accepted quote should remain the reference for the work order and invoice, making the relationship clear.
Illustrative interface
Quotes & invoices
Build documents from saved products and services.
Customer catalogue
Turn customer requests into reviewed quotes and work.
Recurring billing
Prepare invoice drafts on a repeat schedule.
Customer portal
Let customers review quotes and access their documents.
The workflow
Receive a customer request
Review and agree a quote
Create the work and invoice
Record payment and follow up
Less administration. More useful time.
Forms prepared. Work moved forward.
Automation is part of the full Remtrel specification, from the first record to the next action. These workflows include planned capabilities; release availability is confirmed before ordering.
01Quote accepted
02Work order and invoice prepared
03Payment updates the record
The right forms for the work
Enquiry forms, estimates, quotes, order confirmations, work orders, change requests, delivery notes, completion sign-offs, invoices, credit notes and account statements.
Generated from your approved templates, pre-filled from the record, sent for completion or signature, and stored with the work they belong to.
What runs automatically
An enquiry uses saved customer and service details to prepare a quote with the right options and terms.
Accepted quotes generate work orders, assigned tasks and deposit or staged invoice schedules without copying the scope.
Recurring billing prepares invoices on schedule; configured payment updates allocate receipts and stop reminders once a balance is settled.
Job completion requests sign-off, prepares the final invoice and updates customer and profitability reports.
How you stay in control
Price exceptions, scope changes, refunds and disputed balances are routed for approval; payments use the customer’s agreed provider and authorisation.
Choose the triggers, rules and approval points. Track actions, pause workflows and resolve exceptions without losing the history. Forms and automated steps are configured for your organisation, sector and location.
The complete scope
What Remtrel covers.
Explore the modules and workflows in the full product specification. This includes planned capabilities; current release availability and supported connections are confirmed with you before an order.
01
Customer records
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Store contacts, addresses, tax details and billing preferences.
Keep requests, notes, documents and payment history together.
Separate customer contacts and permissions for shared business accounts.
02
Products & services
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Maintain reusable items, descriptions, tax treatments and prices.
Group services into packages and track agreed discounts.
Keep quote-specific changes without silently changing the master price list.
03
Quotes & acceptance
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Prepare branded quotes with options, attachments and expiry dates.
Track versions, customer questions and acceptance.
Turn an accepted quote into agreed work without retyping the scope.
04
Work orders & delivery
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Assign work, tasks, owners and target dates from the accepted quote.
Record time, materials, attachments and completion notes.
Control scope changes and keep customer approvals against extra work.
05
Invoices & recurring billing
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Create one-off, staged, deposit and recurring invoices.
Issue credit notes, track partial payments and carry balances forward.
Use clear numbering and keep the original invoice history intact.
06
Payments & follow-up
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Offer payment links through a configured provider.
Track payment status, allocation, fees and failed collections.
Schedule reminders and pause them when a customer raises a query.
07
Customer portal
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Let customers view quotes, approve work and retrieve invoices.
Keep documents and conversations within their own account.
Show outstanding actions and payment history without exposing internal notes.
08
Reporting & accounting
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Review quote conversion, work in progress and overdue invoices.
Compare job income with recorded costs and time.
Export data or connect billing records to Books with duplicate protection.
09
Automatic forms & document generation
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Generate the required document pack for the agreed workflow from configurable, business-approved templates: enquiry forms, estimates, quotes, order confirmations, work orders, change requests, delivery notes, completion sign-offs, invoices, credit notes and account statements.
Pre-fill known information, use conditional questions, request missing details and create branded documents without retyping records.
Collect signatures or acknowledgements where appropriate, issue reminders and keep the exact signed version with its related record, permissions and retention settings.
Let your team add or adapt templates as requirements change, with review and version control before a revised form is issued.
10
Connected workflow automation
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An enquiry uses saved customer and service details to prepare a quote with the right options and terms.
Accepted quotes generate work orders, assigned tasks and deposit or staged invoice schedules without copying the scope.
Recurring billing prepares invoices on schedule; configured payment updates allocate receipts and stop reminders once a balance is settled.
Job completion requests sign-off, prepares the final invoice and updates customer and profitability reports.
11
Automation controls & review
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Configure triggers, conditions, schedules, owners and approval steps; test the workflow before enabling it.
See every automated action, its source and outcome. Failed jobs, missing information and uncertain suggestions enter a visible exception queue with a responsible owner.
Pause or override a workflow with a reason; retry safely without creating duplicate records, repeated messages or duplicate charges.
Price exceptions, scope changes, refunds and disputed balances are routed for approval; payments use the customer’s agreed provider and authorisation.
In practice
Where it makes a difference.
Example workflows showing how the product is intended to support everyday work.
01
Service enquiry
Create a quote, capture acceptance and turn it into a work order and invoice.
02
Ongoing customer
Bill an agreed monthly service and follow up on unpaid balances.
03
Job review
Compare the quoted amount with delivery costs and approved changes.
What we are building towards
The accepted quote remains the source for delivery and billing.
A customer portal with the context behind every document.
Traceable changes from first request to final payment.
Your setup
Shaped around the way you work.
Configuration is agreed with you. Bespoke development, migrations and external services are scoped and priced separately where needed.
Make it fit your business
Configurable fields, sector-specific forms, document templates, workflow rules and terminology appropriate to the product.
Give people the right access
Role-based permissions, protected company boundaries and deliberate sharing controls.
Keep a useful history
Dated changes, approvals and source records so important actions can be reviewed.
Bring your information with you
Agreed import templates, migration checks and a practical data-export route.
Connect the right systems
Confirmed integrations with visible sync status, error handling and ownership.
Keep improving after launch
An agreed hosting, maintenance and support arrangement, regular check-ins and a prioritised improvement list.
Automate the routine
Event-driven tasks, document generation, reminders and reporting, with approval gates, activity logs and clear exceptions.
Control your forms
Your approved templates, conditional fields, pre-filled records, signatures, document versions and retention settings. Template coverage is agreed for your sector and location.
Connections, coverage and rollout
Payment processing, bank settlement, SMS and bespoke accounting connectors depend on the providers selected; external transaction charges are separate from the software price.
The Arkiden Experience
Try it. Shape it. Keep improving it.
We agree the priority workflow with you, give you a demo to explore and use your feedback to refine the result. Hosting, maintenance, regular check-ins and ongoing development can continue under an agreed support plan.
