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.
Owner controlRules and results stay visible✓
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 no longer has to depend on memory
The safeguards that keep this work moving when attention has to move elsewhere.
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.
What Opti-Terrain handles and where you stay in control
Your rules move the routine work. Real decisions come back to you.
Every major workflow makes five things visible: what starts it, which rules apply, what Opti-Terrain completes, when it stops and asks, and where you can verify the result without reconstructing the process.
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.
Real product screen
Proof that the protection is in the product, not just the promise.
This image comes from the current Opti-Terrain application. Interface details may evolve, but the workflow shown here is part of the product surface audited for this site.
Opti-Terrain
This workflow should not stop because you got busy.
Opti-Terrain keeps supported repeatable work moving, brings exceptions back before damage is done, and keeps the result visible.