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In Banana Accounting Plus, you can create your invoices directly within the accounting file or manage them completely separately using the Estimates and Invoices application.
- Integrated invoicing in accounting
Additional functionality included in all accounting applications (double-entry, income/expense, multi-currency, cash manager). - Estimates and Invoices application
A separate application from all other accounting applications, used only to create offers and invoices without any connection to the accounting file. There is no link to the accounting file.
Below is a summary table for the two methods, detailing what they allow you to do and the customisations available.
Legend: ✅ with Professional or Advanced plan, 🔒 only with Advanced plan, ❌ not available
Features | Integrated Invoicing | Offers and Invoices Application |
| Common Features | ||
| Invoice Creation | ✅Yes, directly in the Transactions table. | ✅Yes, in the dedicated dialog. |
| Proforma Invoice Creation | 🔒 Yes, create the invoice in the Transactions table and print it as a Proforma Invoice (Advanced plan only). | 🔒 Yes, create the invoice in the dialog and print it as a Proforma Invoice (Advanced plan only). |
| Estimates Management | 🔒 No, but an invoice can be created with the "Estimate" label and print it as Estimate (Advanced plan only). | ✅Yes, in the dedicated dialog. |
| Payment Reminders Management | ✅Yes, automated management with the Print Reminders command. | 🔒 No, create the invoice with the "Reminder" label. and print it as a Reminder. (Advanced plan only). |
| Delivery Notes Creation | 🔒 No, only invoice with "Delivery Note" label. From the Invoice Printing dialog > Print as > Delivery Note. (Advanced plan only). | 🔒 No, only invoice with "Delivery Note" label. From the Invoice Printing dialog > Print as > Delivery Note. (Advanced plan only). |
| Order Confirmation Creation | 🔒 No, only invoice with "Order Confirmation" label. From the Invoice Printing dialog > Print as > Order Confirmation. (Advanced plan only). | 🔒 No, only invoice with "Order Confirmation" label and print as Order Confirmation. (Advanced plan only). |
| Header Logo | ✅Yes, with the Logo setup command | ✅Yes, with the Logo setup command |
| Sender Address in Header | ✅Yes, with File and Accounting Properties command. | ✅Yes, with File and Accounting Properties command. |
| Invoice Information | ✅Data of the invoice (invoice number and date, customer number, due date, etc.). | ✅Data of the invoice (invoice number and date, customer number, due date, etc.). Customizable with additional fields. |
| Invoice Address (Customer) | ✅Customer ledger management in the Accounts table, Address view. | ✅Customer address management in the Contacts table. |
| Title / Subject | ✅Yes, customizable via the DocType column in the Transactions table, or in Invoice Settings. | ✅Yes, customizable in the Dialog, or in Invoice Settings. |
| Free Initial Text | ✅Yes, through the DocType column in the Transactions table, or in Invoice Settings. | ✅Yes, in the Dialog, or in Invoice Settings. |
| Default Columns and Column Layout | ✅Columns in the Transactions table and Items ( Items, Description, Quantity, Unit, Unit Price, Amount, VAT Code). Display columns in the printout from Invoice Settings. | ✅Columns in the Dialog (Date, Item, Description, Quantity, Unit, Unit Price, Discount, Amount, VAT Code). Display columns in the printout from Invoice Settings. |
| Custom Columns (Transactions / Items Table) | 🔒 Uses custom columns in the Transactions and Items tables (Advanced plan only). | 🔒 Uses custom columns in the Items table (Advanced plan only). |
| Discounts and Reductions | ✅Yes, add a line to the invoice via accounting transaction | ✅Yes, item discount column and overall discount via Invoice Dialog. |
| Advance Payments | ✅Yes, add a line to the invoice via accounting transaction. | ✅Yes, via Dialog. |
| Notes and Final Text | ✅Yes, from the Dialog Options or Invoice Settings or DocType column | ✅Yes, via Invoice Dialog > Final Text or from Dialog options or from Invoice Settings |
| QR Bill with IBAN Account | ✅Yes, invoices with Swiss QR bill with IBAN account. | ✅Yes, invoices with Swiss QR bill with IBAN account. |
| QR Bill with Special QR-IBAN Account | ✅Yes, invoices with Swiss QR bill with special QR-IBAN account. | ✅Yes, invoices with Swiss QR bill with special QR-IBAN account. |
| Style and Color Customization | ✅Yes, from dialog Invoice Settings > Font type and Colors. | ✅Yes, from dialog Invoice Settings > Font and Colors. |
| CSS Customization | 🔒 Yes, customize invoice styles and appearance via CSS customization (Advanced plan only). | 🔒 Yes, customize invoice styles and appearance via CSS customization (Advanced plan only). |
| JavaScript Customization | 🔒 Yes, set invoice printing via JavaScript customization (Advanced plan only). | 🔒 Yes, set invoice printing via JavaScript customization (Advanced plan only). |
| Product Images | 🔒 Yes, add product or service images to invoices. See Invoice with Product Images (Advanced plan only) | 🔒 Yes, add product or service images to both offers and invoices See Invoice with Product Images. (Advanced plan only). |
| VAT management | ✅ Yes, print invoices with VAT and manage in accounting. | ✅ Yes, only print invoices with VAT |
| Multi currency invoices | ✅ Yes | ✅ Yes |
| Exclusive Features of Integrated Invoicing | ||
| Integrated Data in the Accounting File | ✅Yes, in the Transactions table. | ❌No |
| Revenue Management | ✅Yes, create invoices on revenue with customer subledger in the Balance sheet. | ❌No |
| Cash Basis Accounting Management | ✅Yes, create invoices upon cash method with Customer subledger via profit centers (CC3). | ❌No |
| Reporting | ✅Yes, account card per customer, history, and open invoice reports per customer and due date. | ❌No |
| Payment Reminders Management | ✅Yes, overdue invoice management and reminder printing with the Print Reminders command. | 🔒No, manual management of overdue invoices and reminder printing. (Advanced plan only). |
| Invoice Payment Management | ✅Yes, registration of invoice collection. | ✅No, it is possible to manually track paid invoices using the Payment column in the Invoices table. |
| Exclusive Features of the Estimates and Invoices Application | ||
| Offers Management | 🔒No, create the invoice with the label "Estimate" and print it as an Estimate (Advanced plan only) | ✅Yes, manage Estimates separately from invoices. |
| Offer Conversion | 🔒No, create the invoice with the label "Estimate" and print it as an Estimate (Advanced plan only). | ✅Yes, convert estimates into invoices with a simple command. |