How does daily billing work?

Users cost 15 EUR per month. All persons listed under 'Active Persons' are counted as users. If persons are added or deactivated in the middle of the month, MOCO calculates proportionally on a daily basis. For this reason, the number of users or the amount on the invoice may be odd.

Are the costs dependent on user roles?

The costs are independent of the functions used. Access rights can be reduced or expanded at any time.

Cost control for freelancers / externals?

Users can be deactivated at any time. For example, freelancers can be activated only during working hours and MOCO will only calculate this activated time.

How does support work at MOCO?

MOCO is a Software-as-a-Service (SaaS) with > 40'000 users without a contract. As a product team, we personally take care of all your concerns. This has proven itself for the following reasons: Ensuring the best possible service quality. Problems and suggestions come directly to us (further development closely based on general needs). The subscription costs can be kept low for everyone. All users can contact us via the in-app service at the bottom left in MOCO. We respond promptly. Tip: Describe the request well and send a screenshot – this is the most efficient way to clarify a question for both sides!

Is there an online demo?

Yes. You can test MOCO for 30 days free of charge. The demo account can be converted into a paid account at any time.

Are training sessions possible?

Yes. On request, MOCO offers individual online sessions.

Where can I find a kind of "manual"?

On the website under » Features all areas and topics are illustrated and described.

Do you also have videos?

On our » Vimeo video portal you will find tutorials on various topics (regularly updated).

Can I also subscribe without a credit card?

Yes, MOCO can also be subscribed via SEPA direct debit. The option is only available in EURO countries. Attention: In case of withdrawal, penalty fees are incurred, which we pass on.

Do I have access to backups?

Backups are created twice a day. However, access to the backup is only possible with a Private Cloud (booking of your own server instance). Each account can regularly use the export options and if very important data has been deleted by a user by mistake, we can restore an earlier state from the backups on request. » More information on security & operation

Will I be informed about further development (included in the subscription)?

In the app, always click on the bell in the top right corner when it turns red! In addition, we send an overview of the latest updates to the account holder 4 times a year.

Can I manage two companies within one account?

If the companies are legally separate or if you need a separate invoice number range and separate reports, it is recommended to create one account per company. If persons are registered with the same e-mail address, they can simply switch between the accounts at the top right (globe symbol) .

Where can I access my subscription invoices?

All invoices are available for download in the settings under 'Subscription'. If you also provide an e-mail address for the invoice address, MOCO will automatically send the invoice to this e-mail address as well.

Companies & Contacts

Clients | Suppliers | Other Companies | Contacts

Clients

Clients (= commissioning parties) can be companies or private individuals. To create an invoice, you always need a client.

Adding Clients
Clients are added under "Companies" or imported in bulk when you get started with MOCO (2).
The optional Google extension enables faster entry of companies.

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In the client submenu (1) you will find all relevant lists.

Address Handling
The client master data is designed for Billing. The address and email you enter for the client should therefore be the billing address. This is because invoices are usually sent to a fixed address and are not personalised. The billing address at client level can be overwritten in the project under "Billing" or in the invoice itself. Postal addresses are less important within MOCO and can be stored in the "Additional info" field or added as a data extension via a custom field.

For Quotes you select the contact as the recipient at the top right. The contact’s address and email are then set automatically. Within a single client, quotes often go to different contacts.

Invoice Format (e-invoice)

If you have enabled e-invoices, you will find the "Invoice format" field in the client form. This lets you define what this client receives: PDF as before, XRechnung, or ZUGFeRD.
Set up e-invoices

Payment Method & Payment Account (e-invoice)
If XRechnung or ZUGFeRD is selected as the invoice format, you can also store the payment method and payment account. Both take the default from Settings and can be overridden per client.

Comments

Below the client details, you can store information and files (e.g. a contract) under "Comments" for traceability. This creates a history. Tip: Enable the AI voice input option

"More Options" in the client form (Edit - 2) – note that this contains advanced details and settings that are less relevant when adding a client for the first time. For example: discount, early payment discount, custom footer text, different hourly rates (depending on your selection, the new tab appears - 3), Billing note, debtor number, etc.

Adding Data, Labels (Tags)

With Custom Fields, you can add to or extend the master data to suit your needs. With Labels (1), you can categorise or mark items. You can also find examples in this topic area under Organisation.
Tagging/adding labels can be done per company, or in bulk after selecting multiple companies.
Labels as well as Custom Fields are also included in exports and are useful for further, tailored reporting.

Add clients and suppliers

Report
The client report shows recorded hours, additional services, profitability, revenue, etc.

Export
Clients can be exported (2) as an Excel file via the relevant icon at the top right.

Archiving
Clients can be archived via the dropdown or on the details page. The client can then no longer be selected for new projects, quotes, or leads. Clients with active projects or leads, and suppliers with purchase drafts, cannot be archived.

Suppliers

Suppliers include, for example, printers, hosting providers, translation agencies, and freelancers. If you use MOCO’s incoming invoice feature, the supplier will show a list of the incoming invoices assigned to them.

Adding Suppliers
Suppliers are added under "Companies" or imported.

Note "More Options" in the supplier form – this contains advanced details and settings that are less relevant when you first add a supplier, such as bank details, payment method, creditor number, etc.

Add Data, Tag

With Custom Fields, you can add to or extend the master data to suit your needs. With Labels (1), you can categorise or mark suppliers. You can also find examples of how to use this in this section under Organisation.

Client = Supplier?
If a company is both a client and a supplier, you currently need to create two separate company records in MOCO.
Manage suppliers

Automatically Importing the VAT ID from E-Invoices
If you select a supplier for an incoming invoice (e-invoice format) and no VAT ID has been saved for that supplier yet, MOCO automatically stores the VAT ID from the invoice data in the supplier record.

Report
The Supplier Report relates to incoming invoices recorded for that supplier.

Export
You can export (2) suppliers as an Excel file via the relevant icon at the top right.
Labels and Custom Fields are included in the export, which is useful for bespoke reporting.

Archiving
Suppliers can be archived via the dropdown or on the detail page. The supplier can then no longer be selected for new projects, quotes, or leads.

Other Companies

In MOCO, a company that is not yet a Client or a supplier is referred to as an "Other Company". For example, this could be a company you are already in touch with about an enquiry, but where no project has been confirmed yet.

Other Companies are recorded under "Companies" or imported.

If you want to "sort out" Clients, you can change them from "Client" back to "Other Company". All Invoices and archived projects remain in place.

Contacts

Under "Contacts," all individuals are recorded and listed. These individuals may (but do not have to) be associated with a company.

All individuals registered as users under "Personnel" are also displayed here for completeness.

You can import existing contacts yourself using an Excel file here.

Assigning to a Company

The contact is automatically listed with labels under the client or company.
The address of the associated company is adopted (in the background) unless a different one is specified directly for the person. The name is inserted on the second line (unless otherwise preset for the client – see the small blue link below the address field).
Automatically assigned to groups like "Clients," "Supplier," etc.

Personalisation
Contacts can be assigned to quotes and invoices. The recipient's address, email, and salutation are then taken from the contact. All information on personalisation

Contact Page Screenshot: Detailed View of a Contact