7. Invoicing

The invoicing module is where you can handle all invoices for the customer. An invoice action can be set up in the execution module which, once triggered, will send the task to the invoicing module. Audit tasks will enter the invoicing module under the tab Certification.

It is also possible to book hours and costs separately. These can be found under the tabs Project and Hours.

Purpose of the module

  • Creating correct, automated and timely invoices

What problem does the invoicing module solve?

  • Finding related info for creating invoices is a waste of time
  • Invoicing takes a lot of time
  • Manually created invoices prone to human error

Invoicing Module Functionalities

  • Create a quote based on price lists with hour types and cost types (budgets)
  • Create, send and follow up on invoices based on prefixed prices or timely material based on actual hours
  • Automatically create concept invoices based on triggers in the execution and certification steps
  • Create a full integration with third-party bookkeeping software
  • Creating Invoices for Multiple Customers

One module for CRM, and customer support

  • 1

    Quote Creation

  • 2

    Renewing Quotes

  • 3

    Partial Confirmation of Quotes

How Data Flows through the Modules:

Application Form –> Acquisition Module –> Quote –> Task Info from Quote –> Audit Program etc.

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