1
Order confirmation automatic
On acceptance of a quote the order is created with order confirmation. Dispatch by email or PDF, with tracking.
Order processing: from order to invoice in one logic.
With teamspace you run orders, deliveries and invoices in a continuous chain. Order confirmation, delivery note, partial and final invoice with audit trail; ZUGFeRD dispatch included. Part of [invoicing software](/invoicing-software/), included in every plan.
What order processing needs
2
Delivery and partial invoices
Delivery note per partial delivery, partial invoices or down payment invoices with configurable cadence.
3
Final invoice with offset
Final invoice offsets all partial invoices and down payments. Credit note with audit trail.
Functions around order processing
Order and delivery
- Order confirmation with dispatch tracking
- Delivery note with receipt confirmation
- Hardware and licence items
- Service items with rate cards
- Multiple delivery addresses
Invoice and credit note
- Partial invoice and down payment
- Final invoice with offset
- Credit note with audit trail
- ZUGFeRD and XRechnung
- GoBD mode activatable (retention in activated mode)
What order processing does
Order processing is the operational bridge between sales and accounting. For a pure service firm it consists of accepting the quote, opening the project, time tracking, invoice. For mixed orders with hardware, licences and services, delivery notes, partial invoices and VAT special cases come on top.
teamspace covers both variants in a continuous chain. Order confirmation, delivery note, partial and final invoice live in one ledger with time tracking, CRM and dunning.
Order confirmation with tracking
As soon as a quote is accepted, the order confirmation is created in teamspace. It contains terms (rate cards, retainers, delivery date, payment term), VAT logic (domestic, EU, third country, reverse charge) and attachments (terms, technical spec, SLA). Dispatch by email or PDF with tracking.
Delivery and partial invoices
For longer-running orders, partial invoices or down payment invoices are common. Per order you can configure: periodic (monthly, quarterly) for maintenance contracts or retainers; on phase milestone for projects with milestone-based billing; on partial delivery for hardware or licence shipments. The final invoice offsets all partial invoices automatically. The audit trail documents sequence and offset.
Hardware, licences and services in one mixed order
teamspace supports mixed orders with different item types: hardware (with delivery note, stock link, VAT logic by delivery location), licences (with term, auto-renewal, licensee management), services (with rate cards, retainers, fixed-price components). All three run side by side in one order and one final invoice.
Credit note with audit trail
Credit notes are unavoidable in practice: delivery problem, dispute, quantity adjustment, wrong VAT classification. teamspace runs: credit note with reference to the original invoice; credit reason as a mandatory field on financial impact; audit trail with editor, timestamp and rationale; correct treatment in receivables and final invoice. GoBD mode activatable (retention in activated mode) over 10 years; deletion protection for released periods.
Reviewed in the requirements check
Wondering whether teamspace can consolidate order processing in your organisation? In a 15- to 30-minute call we look at your order workflow, delivery logic and final invoice requirements.
Frequently asked questions on order processing
What distinguishes order processing from project billing?
Project billing targets longer-running projects with hours, phases and margin. Order processing is broader and includes pure hardware or licence orders as well as mixed orders. teamspace covers both in one application.
How do partial invoices work?
Per order you can configure whether a partial invoice emerges at period end (e.g. monthly), on phase milestone or on partial component delivery. The final invoice offsets all partial invoices automatically.
How is the credit note logic?
A credit note references the original invoice, documents the credit reason with audit trail and treats the receivables correctly. On credit of a partial invoice the final invoice is recomputed.
Can hardware and service run in one order?
Yes. Mixed orders with hardware (with delivery note and VAT logic), licences and services (with rate cards and fixed price) run in one order and one final invoice.
How does this connect to dunning?
From the open item of the order billing, dunning runs automatically. Discount rules, payment terms and dunning levels are configurable per client.
Related topics
Order processing, reviewed in 15 minutes.
In the requirements check we discuss your order workflow, delivery logic and final invoice requirements.