Start from approved work
Build an invoice manually or carry the agreed quote lines into a new invoice.
Do not let completed work become unpaid work
The longer completed work waits for a clean invoice, the easier the balance is to lose track of.
Approved work can move toward a manual or prepared invoice without rebuilding the job. Opti-Terrain applies Quebec tax rules, shares customer-ready documents, and records partial or manual payments while keeping the audit trail.
Made for field serviceOffice, crew, and customer stay connected✓
01Manual invoices or conversion from quotes02Draft, sent, partial, paid, overdue and void states03TPS, TVQ, tax-exempt lines and credit notes04Partial payments, installment records, bulk actions and audit
What it helps your team do
Less chasing. Fewer missed steps. A clearer day for the office and crew.
Track the full invoice state
Statuses distinguish drafts, sent invoices, partial balances, paid records, overdue amounts and void documents.
Apply the right tax treatment
Use TPS, TVQ, custom tax handling and tax-exempt lines where the invoice requires them.
Share a customer-ready document
Public print and PDF views provide a clear invoice record without exposing the administrative workspace.
Record how a balance changes
Capture partial and manual payments, internal installment schedules and credit notes against the invoice history.
Prepare, then review
Bulk actions help the office work efficiently, and an optional completion rule can create a draft without sending it automatically.
How it fits the work
Set the rules once. Let the routine follow-through happen.
You decide what should start the work, which jobs qualify, what Opti-Terrain can complete, and when it should stop and ask. Your team can see what happened without digging through calls, texts, or somebody's memory.
Trigger
The office creates an invoice, converts a quote or completes a job with draft creation enabled.
Rules
You set taxes, payment terms, installment details, invoice timing and who may edit financial records.
Opti-Terrain does
Opti-Terrain prepares the document, tracks its state and updates the recorded balance as entries are added.
When it asks
It asks before a draft is sent, a credit changes the balance or a person must confirm a financial exception.
Where you see it
See the invoice, public document, balance history, audit log and financial reports.
From office to field
The context travels with the work.
The same request, schedule, customer details, photos, notes, status, and next action stay available as work moves from the office to the site.
Built around the job
The crew gets what it needs. The customer stays informed. The owner sees what needs attention.
This product area stays connected to the rest of the field-service workflow, so the next person does not have to reconstruct what happened from calls, texts, and memory.
Manual invoices or conversion from quotes
Draft, sent, partial, paid, overdue and void states
TPS, TVQ, tax-exempt lines and credit notes
Partial payments, installment records, bulk actions and audit
Opti-Terrain
Put this workflow inside the same system as the rest of the operation.
See how Opti-Terrain keeps the relevant records, rules, routine actions, exceptions, and results connected.