Manage customers, not just invoices.
Go beyond basic invoicing with our integrated Mini-CRM. Track customer relationships, financial overview, and VAT validation status in real-time.
- ✓ Complete customer profiles with contact details and business information
- ✓ Real-time financial overview: outstanding invoices, payment status, and account balances
- ✓ Automated VAT validation and compliance tracking for EU businesses
Perfect for businesses that need more than invoicing — but don't want enterprise complexity.
Manage relationships, not just transactions.
Our integrated CRM gives you a complete view of your customer relationships. See invoice history, payment patterns, and outstanding balances at a glance.
Crystal clear Account Statements
Stop answering "What do I owe you?". Generate professional account statements for any period in seconds.
Export & Share
Download as PDF to send via email, or CSV for your accountant. Your data is never locked in.
Complete History
Filter by date range, invoice status, or document type. Find any transaction instantly.
Everything you need for customer management
Customer Profiles
Complete customer database with contact details, business information, and VAT validation status.
Financial Overview
Real-time dashboard showing outstanding invoices, payment history, and account balances.
Account Statements
Generate professional customer account statements with detailed transaction history.
VAT Compliance
Automated VAT ID validation and compliance tracking integrated into customer management.
Trust is good,
Protect your brand and your customers from fake invoices. With our unique QR-code validation, any recipient can verify the authenticity of your documents in a fraction of a second.
Tamper-proof Documents
Optional: Generate PDFs with unique cryptographic signatures and QR codes for enhanced security and document verification.
Public Validation Page
Recipients can verify the issue date, amount, and sender instantly online. No login required.
Seamlessly integrated with your invoicing workflow
Customer management isn't a separate system — it's built right into your invoicing process.
- Customer details automatically imported from invoices
- VAT validation results stored in customer profiles
- Financial overview updates in real-time as invoices are created and paid
Frequently Asked Questions
How is the CRM integrated with invoicing?
The CRM is seamlessly integrated into your invoicing workflow. When you create an invoice, customer details are automatically saved and updated. No duplicate entry required.
Can I send my customers an overview of outstanding items?
Yes. Instead of writing individual reminders, you can generate a professional Account Statement as a PDF with just one click. It lists all invoices, payments, and the current balance for a selected period.
What happens if a customer's VAT ID is invalid?
Docs101 helps you minimize the risk of errors. We validate European VAT IDs against the official EU VIES database. Since the VIES service may be offline and our automatic checks occur at intervals (e.g., over weeks) rather than in real-time, we cannot guarantee the validity status at all times. However, if an invalid ID is detected during a scheduled check, you will receive a warning in the dashboard.
How does QR code validation work for my customers?
It is quite simple: If you enable the option, a tamper-proof QR code is printed on your documents. The recipient can scan it and immediately see on a public page (no login required) whether the document is valid and originates from you. This creates maximum trust.