One-time payment, down payment plus installments, subscription or combinations, several options to choose from, triggered on signature, contract start, a date or manually. More on ioumi Deals. Read the full answer
ioumi Deals
From offer to payment in 60 seconds
ioumi Deals brings offer, contract, payment and invoice together in one single tool. Super fast, digital, simple.
How ioumi Deals works.
You create your offer. Your customer signs digitally, adds their payment method, and ioumi takes care of the rest. Payment, invoice, reminder, forecast: fully automated. In your name.
1. Create your offer
Custom. Fast. Structured.
- Line items with description, price, quantity and tax
- Payment plan built right in (e.g. setup fee + installments)
- Templates for recurring offers
- Select VAT by region or customer
2. Set the contract terms
Legally clear. Fully customizable.
- Your own contract clauses or standard terms
- Add terms and conditions, contract durations and notice periods
- Digital signature prepared with audit trail
- Set tax logic, payment options & start date
3. Send & sign
Digital. Legally sound. No detours.
- Automatic email with a link to the offer
- Preview in the browser, no PDFs needed
- E-signature in line with eIDAS (audit trail, legally sound)
- Instant notification once it is signed
4. Capture the payment method
SEPA. Credit card. Flexible options.
- Choose from predefined payment methods
- SEPA mandate or credit card details right after signing
- Full transaction approval in one seamless flow
5. Automatic payment & invoice
Cash flow at a glance. Everything under control.
- Payment collection according to the defined plan
- Automatic invoice run for every installment or payment
- Forecast dashboard shows upcoming incoming payments
- Payment reminders & follow-up logic for failed payments
- Customers can update their payment methods themselves
Features your offer process deserves.
ioumi Deals combines flexibility, legal certainty and automation, so you create offers without losing time and receive payments without having to think about them.
Creating offers
- Offer templates for recurring services
- Flexible line items (title, description, price, quantity, tax, total)
- Live preview while you create
- Payment plan built automatically from the line items
- Set a start date for services
- Tax calculation configurable by region and type
Payment plans & terms
- Split it any way you like: one-time payment, deposit + balance, installments, subscription & retainer, combinations
- Combinable: e.g. setup deposit + 6 installments + monthly support
- Timing by trigger: on signature, at contract start, on a fixed date or triggered manually
- Chained: one payment triggers the next, e.g. balance 14 days after the deposit
- 100+ individual payments per deal, each with its own invoice
- Defined in advance or adjustable manually at any time
E-signature (eIDAS compliant)
- eIDAS compliant electronic signature
- Audit trail for every signature
- Sign by touch or with mouse / keyboard
- Legally sound PDF export incl. signature log
Contract terms
- Store your own contract terms
- Add terms and conditions, special clauses, notice periods and more
- Versioning & templates for recurring terms
- Built-in layout with e-signature placement
Payment processing
- Supports SEPA, credit card, Apple Pay and more
- Payment method selected right after signing
- Transaction overview with status (open, paid, failed)
- Customers can update their payment method themselves
- Automatic retries for failed payments
- Missed installments collected automatically
Automation
- Forecast feature: future revenue visualized
- Deal status: open, signed, paid, overdue
- Webhook notifications on status changes
- API access for integration with CRM or ERP systems
Documentation
- Automatic invoice for every payment
- Tax compliant invoice with sequential numbering
- PDF sent to customers
- Export for your tax advisor / accounting
Ready for ioumi Deals?
With ioumi Deals you create professional offers, manage contracts, collect payments and send invoices, automatically and legally sound. See it for yourself in a personal demo call. For standardized products there is also ioumi Payment Links.
Still have questions? Here are the most important answers.
- How flexible are the payment plans in ioumi?
- Are the digital signatures legally valid?
Yes, the e-signature complies with the eIDAS Regulation (EU) No 910/2014, with a complete audit trail (IP, timestamp, document version). Read the full answer
- Am I the contracting party for my customers, or does ioumi sell on my behalf?
Yes, 100%. ioumi is not a reseller: contracts and invoices are issued in your name, and the customer relationship belongs to you. Read the full answer
- What happens if a payment fails?
ioumi retries the collection automatically, notifies your customer and shows you the status in the dashboard. You only step in where it's needed. Read the full answer
- Can I connect ioumi to my CRM?
Yes, with Magic Links, a public API and webhooks. That lets you connect ioumi to practically any CRM via make.com, Zapier or n8n. Read the full answer
- How do my existing customers and ongoing contracts move to ioumi?
Through the migration service: we migrate existing customers and ongoing payment plans together with you, via CSV or API, including CRM integration. Read the full answer