Billing System - Revision history

N.paul at 11:05, 7 July 2022

2022-07-07T11:05:04Z

← Older revision		Revision as of 13:05, 7 July 2022
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	The payment and billing module of Tactic can help the user in managing the billing of entire organization within an easy and less-complicated interface. The users can manage billing and payments in accordance with the users’ will. This module can be handwritten, which increases the efficiency of the software.		The payment and billing module of Tactic can help the user in managing the billing of entire organization within an easy and less-complicated interface. The users can manage billing and payments in accordance with the users’ will. This module can be handwritten, which increases the efficiency of the software.

	== 1. Billing & Invoicing-- ==		== Billing & Invoicing ==

	Billing and invoice system of tactic provides an opportunity of creating bills and invoices in a very easy manner. The features of billing and invoice systems are:		Billing and invoice system of tactic provides an opportunity of creating bills and invoices in a very easy manner. The features of billing and invoice systems are:
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	* Managing customer invoices, vendor invoices, billable orders and other important financial and billing related data in different criteria under same menu		* Managing customer invoices, vendor invoices, billable orders and other important financial and billing related data in different criteria under same menu

	== 2. Billing Portal-- ==		== Billing Portal ==

	The billing portal features of Tactic are:		The billing portal features of Tactic are:
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	* Managing margins of the organization		* Managing margins of the organization

	== 3. Recurring/Subscription Billing-- ==		== Recurring/Subscription Billing ==
	The module automatically generates the PDFs and automatically sends by email. The additional features are:		The module automatically generates the PDFs and automatically sends by email. The additional features are:
	* An Admin can set the email that will be sent, accompanied by the invoice.		* An Admin can set the email that will be sent, accompanied by the invoice.
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	== 4. Hourly Billing-- ==		== Hourly Billing ==

	This feature allows the users to create and manage hourly bills.		This feature allows the users to create and manage hourly bills.
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	== 5. Deferred Billing-- ==		== Deferred Billing ==

	The deferred billing features are:		The deferred billing features are:
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	* Following the status of open invoices by email or SMS		* Following the status of open invoices by email or SMS

	== 6. Multi-Period Recurring Billing-- ==		== Multi-Period Recurring Billing ==
	The multi-period recurring billing features are:		The multi-period recurring billing features are:
	* Creation of invoices (common invoices, down payments, credit notes) from scratch or from customer sheet, vendor sheet or supplier sheet		* Creation of invoices (common invoices, down payments, credit notes) from scratch or from customer sheet, vendor sheet or supplier sheet

Admin at 09:26, 13 April 2022

2022-04-13T09:26:33Z

← Older revision		Revision as of 11:26, 13 April 2022
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	The payment and billing module of Tactic can help the user in managing the billing of entire organization within an easy and less-complicated interface. The users can manage billing and payments in accordance with the users’ will. This module can be handwritten, which increases the efficiency of the software.		The payment and billing module of Tactic can help the user in managing the billing of entire organization within an easy and less-complicated interface. The users can manage billing and payments in accordance with the users’ will. This module can be handwritten, which increases the efficiency of the software.

	== 1. Billing & Invoicing-- ==		== 1. Billing & Invoicing-- ==

Admin: Admin moved page Billing Page to Billing System

2022-04-10T16:15:12Z

Admin moved page Billing Page to Billing System

← Older revision	Revision as of 18:15, 10 April 2022
(No difference)

Admin: /* 1. Billing & Invoicing-- */

2021-12-17T12:24:30Z

1. Billing & Invoicing--

← Older revision		Revision as of 14:24, 17 December 2021
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	== 1. Billing & Invoicing-- ==		== 1. Billing & Invoicing-- ==

	Billing and invoice system of tactic provides an opportunity of creating bills and invoices in a very easy manner. The features of billing and invoice systems are:		Billing and invoice system of tactic provides an opportunity of creating bills and invoices in a very easy manner. The features of billing and invoice systems are:
	* Creating invoices without having to face much complexity		* Creating invoices without having to face much complexity
	* Sending invoices and managing payments within a secure interface		* Sending invoices and managing payments within a secure interface
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	* Exporting ledger into different formats		* Exporting ledger into different formats
	* Managing bank receipts and keeping a track of previous payments		* Managing bank receipts and keeping a track of previous payments
	* Managing customer invoices, vendor invoices, billable orders and other important financial and billing related data in different criteria under same menu		* Managing customer invoices, vendor invoices, billable orders and other important financial and billing related data in different criteria under same menu


	== 2. Billing Portal-- ==		== 2. Billing Portal-- ==

Admin at 11:14, 7 December 2021

2021-12-07T11:14:57Z

← Older revision		Revision as of 13:14, 7 December 2021
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	The ~~tactic has very fast~~ billing ~~software~~ in ~~its Tactic ERP & CRM software to make~~ the billing ~~system easier as~~ the ~~user wants~~. This module ~~will help to make~~ the ~~billing system handwrite~~.		The payment and billing module of Tactic can help the user in managing the billing of entire organization within an easy and less-complicated interface. The users can manage billing and payments in accordance with the users’ will. This module can be handwritten, which increases the efficiency of the software.

	== 1. Billing & Invoicing-- ==		== 1. Billing & Invoicing-- ==

	~~Financial data (e.g., expenses, revenue) is pulled into the general ledger from other modules, so users can validate the data~~ and ~~export the ledger into their financial~~ system.		Billing and invoice system of tactic provides an opportunity of creating bills and invoices in a very easy manner. The features of billing and invoice systems are:
	* ~~Create your Invoices.~~		* Creating invoices without having to face much complexity
	* ~~Send your invoice~~ and ~~manage~~ payments.		* Sending invoices and managing payments within a secure interface
	* ~~Follow~~ the ~~status~~ of ~~your~~ open ~~Invoices.~~		* Following the statuses of open invoices and keeping a track
	* ~~Analysed your~~ billing ~~performance.~~		* Analyzing performance related to billing
	* ~~Reuse your~~ invoices ~~with~~ other modules.		* Reusing invoices within other modules in times of necessity
	* ~~Setup your~~ chart of accounts ~~and your accounting number.~~		* Setting up account number and manage a chart of accounts
	* ~~Validate the accounting~~ number before ~~they are added to your Ledger.~~		* Validating account number before adding those into ledger
	* ~~Analysed your Ledger,~~ balance.		* Analyzing ledger and balance
	* ~~Make the reconciliation~~ of ~~your bank account from the~~ same menu.		* Exporting ledger into different formats
	* Maintain a history of your bank receipts.		* Managing bank receipts and keeping a track of previous payments
			* Managing customer invoices, vendor invoices, billable orders and other important financial and billing related data in different criteria under same menu


	== 2. Billing Portal-- ==		== 2. Billing Portal-- ==

	~~Financial data (e.g., expenses, revenue) is pulled into the general ledger from other modules, so users can validate the data and export the ledger into their financial system.~~		The billing portal features of Tactic are:
	* ~~Reuse your~~ invoices with other modules.		* Reusing invoices with other modules
	* ~~Setup your~~ chart of accounts and ~~your~~ accounting number.		* Setting up chart of accounts and user accounting number
	* ~~Validate~~ the accounting number before ~~they are added~~ to ~~your Ledger.~~		* Validating the accounting number before adding those to ledger
	* ~~Export your~~ ledger in the format of ~~your~~ choice.		* Exporting ledger in the format of user choice
	* ~~Manage your~~ selling and buying prices.		* Managing selling and buying prices
	* ~~Track~~ the performance of ~~your~~ products or services.		* Tracking the performance of products or services
	* ~~Manage Margins~~ of ~~yours’~~ organization.		* Managing margins of the organization

	== 3. Recurring/Subscription Billing-- ==		== 3. Recurring/Subscription Billing-- ==
	* The module automatically generates the PDFs and automatically sends by email~~, if you wish, the invoices to the concerned third parties..~~.		The module automatically generates the PDFs and automatically sends by email. The additional features are:
	* An Admin can set the email that will be sent, ~~accompanying~~ the invoice.		* An Admin can set the email that will be sent, accompanied by the invoice.
	* ~~This feature is basically is used to automatically send the mail to its clients while they buying any product.~~		* Closing invoice by automatically changing it to the paid status once the bank has processed the SEPA file.
	* Close your invoice by automatically changing it to the paid status once the bank has processed ~~your~~ SEPA file.		* Reusing a credit note into another invoice to reduce the remaining amount to pay.
	* ~~Reuse~~ a credit note into another invoice to reduce the remaining amount to pay.		* Exporting invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.
	* ~~Export your~~ invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.		* Following the status of open Invoices by email or SMS.
	* ~~Follow~~ the status of ~~your~~ open Invoices by email or SMS.		* Managing BOMs (Bills Of Materials).
	* ~~Manage~~ BOMs (Bills Of Materials).

	== 4. Hourly Billing-- ==		== 4. Hourly Billing-- ==

	* ~~Create your~~ Invoices hourly using Tactic ~~ERP & CRM Software.~~		This feature allows the users to create and manage hourly bills.
	* ~~Send your~~ invoice and manage payments through online mode.		* Creation of Invoices hourly using Tactic efficiently
	* ~~Follow~~ the status of ~~your~~ open Invoices.		* Sending invoice and manage payments through online mode
	* ~~Analysed your~~ billing performance.		* Following the status of open Invoices
	* ~~Manage your~~ selling and buying prices.		* Analyzing users’ billing performance
	* Track the performance of your products or services.		* Managing selling and buying prices
	* Manage Margins.
	* Manage BOMs (Bills Of Materials).

	== 5. Deferred Billing-- ==		== 5. Deferred Billing-- ==

	* If predefined fields do not ~~match your~~ requirements, add ~~your~~ own fields of any type (string, amount, date, checkbox, combo list, etc.) to the invoice form.		The deferred billing features are:
	* ~~Include~~ predefined products to save ~~your~~ time, or ~~enter~~ full content manually.		* In case of predefined fields not matching user requirements, the users can add their own fields of any type (string, amount, date, checkbox, combo list, etc.) to the invoice form.
	* ~~Provide your~~ customer a link to pay online using PayPal, Stripe, PayBox, etc.		* Inclusion of predefined products to save time, or entering full content manually.
	* ~~Close your invoice by automatically changing it to the paid status once the bank has processed your SEPA file.~~		* Providing customer a link to pay online using PayPal, Stripe, PayBox, etc.
	* Reuse a credit note into another invoice to reduce the remaining amount to pay.		* Exporting invoices into the ledger of the accounting module to get accountancy done automatically in just a few clicks.
	* Export your invoices into the ledger of the accounting module to get ~~your~~ accountancy done automatically in just a few clicks.		* Following the status of open invoices by email or SMS
	* ~~Follow~~ the status of ~~your~~ open ~~Invoices~~ by email or SMS.


	== 6. Multi-Period Recurring Billing-- ==		== 6. Multi-Period Recurring Billing-- ==
	The ~~tactic has very fast billing software in its Tactic ERP & CRM software to make the billing system easier as the user wants. This module will help to make the~~ billing ~~system bandwidth.~~		The multi-period recurring billing features are:
	* ~~Create your~~ invoices (common invoices, down payments, credit notes) from scratch or from ~~your~~ customer sheet~~...~~		* Creation of invoices (common invoices, down payments, credit notes) from scratch or from customer sheet, vendor sheet or supplier sheet
	* ~~Send~~ your invoice and manage payments via e-mail.		* Sending your invoice and manage payments via e-mail.
	* ~~Follow~~ the status of ~~your~~ open Invoice, list, and display all ~~your~~ orders.		* Following the status of open Invoice, list, and display all the orders.
	* ~~Analysed your~~ billing performance using Tactic ERP & CRM Software.		* Analyzing billing performance using Tactic ERP & CRM Software.
	* ~~Reuse your~~ invoices with other modules.		* Reusing the invoices with other modules.
	* ~~Export your Invoices~~ and payments with the Export module to reuse them with external tools.		* Exporting invoices and payments with the Export module to reuse them with external tools

Admin at 10:31, 11 August 2021

2021-08-11T10:31:23Z

← Older revision		Revision as of 12:31, 11 August 2021
Line 1:		Line 1:
			The tactic has very fast billing software in its Tactic ERP & CRM software to make the billing system easier as the user wants. This module will help to make the billing system handwrite.

	== 1. Billing & Invoicing-- ==		== 1. Billing & Invoicing-- ==

Admin at 10:12, 11 August 2021

2021-08-11T10:12:30Z

← Older revision		Revision as of 12:12, 11 August 2021
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	* Export your invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.		* Export your invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.
	* Follow the status of your open Invoices by email or SMS.		* Follow the status of your open Invoices by email or SMS.


			== 6. Multi-Period Recurring Billing-- ==
			The tactic has very fast billing software in its Tactic ERP & CRM software to make the billing system easier as the user wants. This module will help to make the billing system bandwidth.
			* Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet...
			* Send your invoice and manage payments via e-mail.
			* Follow the status of your open Invoice, list, and display all your orders.
			* Analysed your billing performance using Tactic ERP & CRM Software.
			* Reuse your invoices with other modules.
			* Export your Invoices and payments with the Export module to reuse them with external tools.

Admin at 10:09, 11 August 2021

2021-08-11T10:09:18Z

← Older revision		Revision as of 12:09, 11 August 2021
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	== 70. Billing & Invoicing-- ==		== 1. Billing & Invoicing-- ==

	Financial data (e.g., expenses, revenue) is pulled into the general ledger from other modules, so users can validate the data and export the ledger into their financial system.		Financial data (e.g., expenses, revenue) is pulled into the general ledger from other modules, so users can validate the data and export the ledger into their financial system.
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	* Maintain a history of your bank receipts.		* Maintain a history of your bank receipts.

	== 71. Billing Portal-- ==		== 2. Billing Portal-- ==

	Financial data (e.g., expenses, revenue) is pulled into the general ledger from other modules, so users can validate the data and export the ledger into their financial system.		Financial data (e.g., expenses, revenue) is pulled into the general ledger from other modules, so users can validate the data and export the ledger into their financial system.
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	* Manage Margins of yours’ organization.		* Manage Margins of yours’ organization.

	== 48. Recurring/Subscription Billing-- ==		== 3. Recurring/Subscription Billing-- ==
	* The module automatically generates the PDFs and automatically sends by email, if you wish, the invoices to the concerned third parties...		* The module automatically generates the PDFs and automatically sends by email, if you wish, the invoices to the concerned third parties...
	* An Admin can set the email that will be sent, accompanying the invoice.		* An Admin can set the email that will be sent, accompanying the invoice.
Line 34:		Line 34:
	* Manage BOMs (Bills Of Materials).		* Manage BOMs (Bills Of Materials).

	== 40. Hourly Billing-- ==		== 4. Hourly Billing-- ==

	* Create your Invoices hourly using Tactic ERP & CRM Software.		* Create your Invoices hourly using Tactic ERP & CRM Software.
Line 44:		Line 44:
	* Manage Margins.		* Manage Margins.
	* Manage BOMs (Bills Of Materials).		* Manage BOMs (Bills Of Materials).

			== 5. Deferred Billing-- ==

			* If predefined fields do not match your requirements, add your own fields of any type (string, amount, date, checkbox, combo list, etc.) to the invoice form.
			* Include predefined products to save your time, or enter full content manually.
			* Provide your customer a link to pay online using PayPal, Stripe, PayBox, etc.
			* Close your invoice by automatically changing it to the paid status once the bank has processed your SEPA file.
			* Reuse a credit note into another invoice to reduce the remaining amount to pay.
			* Export your invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.
			* Follow the status of your open Invoices by email or SMS.

Admin at 10:02, 11 August 2021

2021-08-11T10:02:58Z

← Older revision		Revision as of 12:02, 11 August 2021
Line 1:		Line 1:
	~~tby numi~~		== 70. Billing & Invoicing-- ==

			Financial data (e.g., expenses, revenue) is pulled into the general ledger from other modules, so users can validate the data and export the ledger into their financial system.
			* Create your Invoices.
			* Send your invoice and manage payments.
			* Follow the status of your open Invoices.
			* Analysed your billing performance.
			* Reuse your invoices with other modules.
			* Setup your chart of accounts and your accounting number.
			* Validate the accounting number before they are added to your Ledger.
			* Analysed your Ledger, balance.
			* Make the reconciliation of your bank account from the same menu.
			* Maintain a history of your bank receipts.

			== 71. Billing Portal-- ==

			Financial data (e.g., expenses, revenue) is pulled into the general ledger from other modules, so users can validate the data and export the ledger into their financial system.
			* Reuse your invoices with other modules.
			* Setup your chart of accounts and your accounting number.
			* Validate the accounting number before they are added to your Ledger.
			* Export your ledger in the format of your choice.
			* Manage your selling and buying prices.
			* Track the performance of your products or services.
			* Manage Margins of yours’ organization.

			== 48. Recurring/Subscription Billing-- ==
			* The module automatically generates the PDFs and automatically sends by email, if you wish, the invoices to the concerned third parties...
			* An Admin can set the email that will be sent, accompanying the invoice.
			* This feature is basically is used to automatically send the mail to its clients while they buying any product.
			* Close your invoice by automatically changing it to the paid status once the bank has processed your SEPA file.
			* Reuse a credit note into another invoice to reduce the remaining amount to pay.
			* Export your invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.
			* Follow the status of your open Invoices by email or SMS.
			* Manage BOMs (Bills Of Materials).

			== 40. Hourly Billing-- ==

			* Create your Invoices hourly using Tactic ERP & CRM Software.
			* Send your invoice and manage payments through online mode.
			* Follow the status of your open Invoices.
			* Analysed your billing performance.
			* Manage your selling and buying prices.
			* Track the performance of your products or services.
			* Manage Margins.
			* Manage BOMs (Bills Of Materials).

Admin: Created page with "tby numi"

2021-08-11T09:58:24Z

Created page with "tby numi"

New page

tby numi