Leads

A Lead is the process of converting a stranger into a known contact through content production, encouraging them to voluntarily provide their data. It can be updated as you interact with potential customers until it is converted into an Opportunity.

Opportunities

An Opportunity is the conversion of a Lead into a potential final customer. At this stage, you can manage customer acquisition activities, assign a project value, estimate the probability of closing, and track the negotiation stage.

Activities

You can create different types of activities, keeping a historical record of your customer acquisition progress.

Calendar

All created activities will be visible on your calendar for better task tracking.

Current Account

In the Current Account, you’ll have a full view of the client’s outstanding documents. This is where you issue receipts by selecting and confirming payment of the relevant document(s).

Requisitions

Use requisitions to record purchase requests made to suppliers. Track item acquisition costs, keep a record for purchase verification, and compare supplier pricing history.

Purchases

Convert a requisition into a Purchase, representing the supplier’s invoice and items you actually acquired. These purchases represent your actual expenses and can be converted into Return Notes, Credit Notes, and Debit Notes.

Current Account

The supplier’s current account works similarly to the client file, listing outstanding (unpaid) documents. When settling purchase documents, payment notes equivalent to supplier receipts are generated.

Settings

Create items by filling out the item identification form—name, code, category, sale/purchase prices, and supplier. Be sure to include purchase prices to get more detailed reporting.

Stock

Apply stock management to your items. Perform manual adjustments or automatically update stock through sales (invoicing) and purchases (suppliers).

Sales

Quickly check item sales and instantly access the corresponding invoice.

Composed Item

Assign sub-products to an item. These affect stock and invoicing by displaying both the main item and its sub-products on the invoice.

Digital Signature

The legal requirement for qualified digital signatures on PDF invoices sent electronically is defined by Decree-Law No. 28/2019, effective since January 2021. In partnership with Saphety, you can apply a Qualified Digital Signature to your PDF invoices and send them signed.

Scheduling

Schedule invoices by selecting the duration and frequency for each client. You can manage your invoice scheduling by activating or deactivating as needed.

Multi-Currency

Invoice in currencies other than Euro by selecting the desired currency and entering the applicable exchange rate on the issue date.

Email

Send your invoices directly from weoInvoice using the Email functionality. The system uses client record data to send invoices. You can create multiple invoice email templates and choose one during the invoice sending process.

Payments

In partnership with Ifthenpay, Pay By Link and Multibanco References are available for online payments. With this integration, you can include payment information on your invoices, allowing clients to pay quickly, easily, and securely.

Electronic Invoicing

In collaboration with Saphety, we provide automated, transparent, and simplified management of electronic invoicing via EDI (Electronic Data Interchange). Invoices can be exported in XML format using the CIUS-PT semantic data model and sent directly from weoInvoice.

Items

To use POS, configure your sales items—name, type (product/service), VAT, and price. These items appear as clickable buttons in the POS sales panel.

Receipt

Invoices issued via POS default to 80mm receipts but can be customized, including format changes and static info or logo insertion.

Configuration

In your account settings, you’ll find a tab to configure your POS, allowing you to change default document types, clients, and invoice series.

Exporting

Export your reports in PDF or .CSV (Excel) format.

VAT Maps

Access VAT maps in the Reports area with filters for document type, invoice series, and date.

Items

Generate a report of sold items with filters like category, item, supplier, VAT, etc.

Invoicing

View your invoicing summaries in the Reports area, applying filters such as client, document type, and payment status.

Internal Processes

Implement operational procedures to ensure data processing compliance, such as Consent Management, Data Subject Requests, and Data Lifecycle Management.

Risk Management

Identify critical assets, vulnerabilities, and risks to evaluate preparedness against threats to personal data integrity. Based on risk types, define actions to minimize incidents affecting data security.

Data Processing

In data processing, collect, record, and store personal data. Define how it is accessed and used, potential third-party sharing, and keep logs of updates, changes, or deletion.

Integrations

Take advantage of weoInvoice integrations—payment (Ifthenpay), electronic invoicing (Saphety), shopping platforms (Shopify and Stripe), and ongoing API development.

Users

In the Users option, you can create different user profiles and manage profile restrictions—clients, invoice series, and document types allowed.

Invoice Series Management

One of the most important settings is managing your invoice series. Create and manage multiple series for better business organization and document customization.