Your finance documents – quotes, invoices & accounting in one flow

With Univents FinanceDocs, all financial processes run automatically: from the first quote to the final invoice. Digital signatures, automatic payment reminders and layouts in your branding.

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Overview of all quotes, invoices and delivery notes in Univents
Outstanding invoices94%
€1.2M
  • Quote #1042€9,996sent
  • Invoice #0998€1,726paid
Live demo

Just say it. Univents does the rest.

Speak it, connect your inbox or type in the chat – the AI does the rest. A few examples for exactly this area:

In your inbox / you say

"Create a quote for the Bauer wedding on July 5th – 120 people, 4-course menu, champagne reception, wine pairing"

Univents turns it into

Quote created

  • Bauer wedding – 120 guests
  • 4-course menu + champagne
  • Quote draft at €6,840

Illustrative. You stay in control and approve before anything goes out.

How it works

From quote to paid invoice

A seamless process for all financial documents – automated, on-brand and error-free.

1

Create quote

Create complete quotes with images, text blocks and automatic pricing logic in your own branding.

Professional quotes in minutes, not hours.

2

Sign & pay digitally

Customers sign directly online and can pay instantly via Stripe – legally compliant per eIDAS.

No PDF ping-pong, no manual follow-up.

3

Invoice & accounting

The invoice is created from the quote automatically — and you transfer it into your accounting with one click.

GoBD-compliant and without duplicate data entry.

Professional quotes in minutes

Impressive quotes in minutes.

Create complete quotes with images, text blocks, CI layouts and automatic pricing logic.

Images, text blocks, CI layout and pricing logic — all automatic.

  • Pixel-perfect layouts in your branding
  • Automatic calculation & templates
  • Digital quote signature
Adopting line items from another quote or delivery note into a document in Univents
Quote #1042
€9,996Signed

Invoices, deposits & credit notes

From deposit to final invoice.

From the first partial invoice to the final statement – all automatic in the same layout.

All in the same layout, generated automatically.

  • Direct online payment
  • Combine partial & final invoices
  • Automatic payment reminders
Open invoices report in Univents with aging
Recent documents
  • Quote #1042€9,996sent
  • Invoice #0998€1,726paid
  • Delivery note #231€14,994open

Effortless accounting sync

Accounting without double entry.

Transfer invoices to Lexware Office, sevdesk or bexio with one click — or export them as a DATEV or BMD posting batch.

Lexware Office, sevdesk, bexio — or as a file for DATEV and BMD.

  • Fully automatic export
  • GoBD-compliant & error-free
  • Always up-to-date payment history
Supplier invoices with due dates and budget envelopes in Univents
Invoice paid
  • 1Auto-booked
  • 2Accounting export
  • 3Reconciled

Quotes that impress – and sell

Quotes that sell.

Design every quote visually unique. Colors, logos, product images, text blocks – all customizable.

Consistent branding that builds trust.

  • Multiple layout templates
  • Custom texts for personal touch
  • Consistent design for your brand
Quote document with line items, subtotal and total in a caterer's own brand design
Invoice #0998
€1,726paid

Reminders & follow-up automations

No more chasing calls.

Univents automatically reminds customers about open quotes or unpaid invoices.

Automatic follow-up workflows close more deals.

  • Custom intervals
  • Automatic status updates
  • More closes with less effort
Configuring automatic payment reminders after due date in a Univents document header
Outstanding invoices94%
€1.2M

Delivery notes & documentation

Every delivery documented.

All deliveries are automatically documented – including digital signature on tablet or smartphone.

Digitally signed, tracked to the day.

  • Digital signature on site
  • Transparent tracking
  • Day-by-day overview for multi-day events
Documents of an event in Univents
Delivery note #231
€14,994Signed
Time-savings calculator

How much time do you win back?

Drag the sliders and see how much quoting time Univents saves you every month.

20 inquiries
45 min
50 €/hr
You win back
13
hours per month
638 per month
Win these hours back

Assumption: Univents saves around 85% of quoting time (based on customer reports). All values adjustable.

Frequently asked questions

Can I create quotes and invoices in my own branding?

Yes. Logo, colors, fonts, text blocks and layouts are fully customizable — pixel-perfect templates for any occasion.

Are digital signatures legally valid?

Yes, eIDAS-compliant and legally binding in the EU.

Does Univents support down payments and partial invoices?

Yes. Down-payment, partial and final invoices combine freely and reconcile correctly.

Can invoices sync with my accounting?

Yes. Issued invoices go to Lexware Office, sevdesk or bexio with one click — including the recipient as a contact, no duplicates, GoBD-compliant. The payment status comes back on request. For your tax advisor there is also the DATEV and BMD posting batch as a file.

Do I keep margins and open items in view?

Yes. Payment status, open items, margins and contribution are always visible.

Which finance-document software works for complex event quotes in catering?

Univents is built for exactly this: quotes are organized into sections, combine staffing line items, flat rates and quantity-scaled items, and render in your own layout — from first draft to digital acceptance.

How do quotes, delivery notes and invoices connect for one event?

Every document hangs off the same event: an accepted quote becomes an order confirmation, then a delivery note and invoice. Line items carry over between documents instead of being re-entered.

What happens when I cancel or correct an invoice?

Invoices aren't deleted — they're cancelled in a GoBD-compliant way: a matching credit note is created and sent for the invoice first, and only then does the cancellation take effect. The document trail stays fully traceable throughout.

Does Univents also manage rooms, resources and calendars centrally?

Yes — that's handled by Univents' room and resource management. Finance documents tie directly into it: book a location and its required line items are added to the quote automatically.

What counts as a finance document for catering quotes in Univents?

Quote, order confirmation, delivery note and invoice – every finance document for an event is built from the same underlying data and can be turned into the next one in a few clicks.

Can finance documents for catering also cover staffing and time-based line items?

Yes. Alongside food and drink, staffing line items, flat rates and quantity-scaled items — for example based on guest count or hours — can be added directly to a quote or invoice.

How do catering event quotes differ from a standard invoice?

Catering quotes are usually organized into sections – food, drinks, staff and equipment, for instance – each with its own subtotal. Univents represents that structure directly in the finance document, instead of hiding it inside a generic invoice template.

Can finance documents be designed in my own layout?

Yes. Layouts, logo, colors and text blocks for quotes, invoices and delivery notes are fully customizable and can be set once in your account settings.

Ready to get started?

Try Univents for free and see how simple event management can be.

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