Memos and invoices, made simple

Every dealer ends up with deals that aren't a clean cash sale: a trade-in, a misc. accessory, a payment split across two methods. Handling that cleanly on paper, or in a spreadsheet, usually means workarounds. Elefta's memo and invoice tools remove them.

Edit invoices without starting over

Adjust the template, channel, salesperson, or tracking info on an existing invoice without reopening the full edit flow. Change what needs changing, leave the rest exactly as it was.

Line items, without the workaround

Add, remove, or adjust the price on any line item directly on the invoice, even after it's been created. Nothing requires cancelling and rebuilding the whole document just to fix one number.

Trade-ins, without the workaround

Add a trade-in as its own line item on the invoice, right alongside the inventory being sold. It keeps its own record, so trade-in value never has to be folded awkwardly into your main stock list just to make the math work.

You choose how it's handled. Mark it on the invoice only, the way you'd log a straight gold trade with no piece to resell, and it stays a value adjustment with nothing added to your stock. Or add it straight to inventory in the same step, the way you'd log a trade-in watch you're planning to list, and it's ready to sell the moment the deal closes. See how line items work.

Misc. items, covered properly

Boxes, straps, links, and other accessories don't always come from your main stock list, but they still belong on the invoice. Add them as their own line, with their own quantity and pricing, so the paperwork stays clean and complete even when the sale isn't just the watch itself.

Appraisals, from the same place

Generate a branded, professional appraisal without leaving the same workflow you already use for memos and invoices. Choose which attributes appear, and hand your client a document that looks like it came from a dedicated appraiser, not a spreadsheet.

Six templates, not one

Different parts of your business often mean different paperwork requirements, not just a different tone. A separate LLC, a different bank account, or a distinct entity for wholesale versus retail can each need their own invoice format, and now the template can match whichever one the deal actually belongs to.

Pricing, tax, and currency, handled cleanly

Adjust subtotals, shipping, fees, and discounts directly on the invoice, and bill in whatever currency the deal is actually in. Sales tax applies correctly based on how the order came in, store pickup included. The total updates live as you go, so nothing gets left out at the last minute.

Every payment, tracked

Every payment against an invoice records how it was paid, the date it came in, and which member of your team logged it. The balance updates the moment a payment is recorded, so you're never left reconciling what's actually been collected against what the invoice says is owed.

Reminders that send themselves

Set a reminder schedule once and Elefta sends the follow-ups automatically: three days after the invoice, a few days after the first email, then weekly until it's settled. No more manually tracking who still owes what.