Tactic transaction process - Revision history

N.paul at 11:12, 7 July 2022

2022-07-07T11:12:14Z

← Older revision		Revision as of 13:12, 7 July 2022
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	Tactic has a very efficient and effective interface to generate payments within a few clicks. However, the user has the full facility of choosing payment mode. If the remote payment mode in activated then the software will redirect the user to another page, which will ask for payment information.		Tactic has a very efficient and effective interface to generate payments within a few clicks. However, the user has the full facility of choosing payment mode. If the remote payment mode in activated then the software will redirect the user to another page, which will ask for payment information.

	== 1. Payment Processing-- ==		== Payment Processing ==

	Payment processing features of Tactic are:		Payment processing features of Tactic are:
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	* Closing the invoices after generation of SEPA file by bank		* Closing the invoices after generation of SEPA file by bank

	== 2. Online Invoicing-- ==		== Online Invoicing ==
	Creation of invoices can be performed with the help of online invoicing system in Tactic. However, the users need to enable the features and modules for generating invoices online. Invoices can be generated from proposals, orders and contracts as well.		Creation of invoices can be performed with the help of online invoicing system in Tactic. However, the users need to enable the features and modules for generating invoices online. Invoices can be generated from proposals, orders and contracts as well.
	* Creating invoices without having to face much complexity		* Creating invoices without having to face much complexity
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	* Providing payment link to customers to pay online using PayPal, Stripe, Pay-box etc		* Providing payment link to customers to pay online using PayPal, Stripe, Pay-box etc

	== 3. Multi-Currency-- ==		== Multi-Currency ==

	Tactic provides a unique multi-currency solution, which can be used anywhere around the world. Tactic prevents loss of single currency, which benefits the users. The multicurrency features provided by Tactic are:		Tactic provides a unique multi-currency solution, which can be used anywhere around the world. Tactic prevents loss of single currency, which benefits the users. The multicurrency features provided by Tactic are:
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	* Maintaining the integrity of banks by entering primary currency to record the purchase		* Maintaining the integrity of banks by entering primary currency to record the purchase

	== 4. Recurring Invoicing-- ==		== Recurring Invoicing ==

	Recurring invoicing features of Tactic are:		Recurring invoicing features of Tactic are:
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	== 5. Invoice Processing-- ==		== Invoice Processing ==

	The invoice processing tools provided by Tactic are:		The invoice processing tools provided by Tactic are:

Admin: Admin moved page Tactic Payment to Tactic transaction process

2022-04-14T05:02:41Z

Admin moved page Tactic Payment to Tactic transaction process

← Older revision	Revision as of 07:02, 14 April 2022
(No difference)

Admin: /* 2. Online Invoicing-- */

2022-04-13T09:47:11Z

2. Online Invoicing--

← Older revision		Revision as of 11:47, 13 April 2022
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	== 2. Online Invoicing-- ==		== 2. Online Invoicing-- ==
	Creation of invoices can be performed with the help of online invoicing system in Tactic. However, the users need to enable the features and modules for generating invoices online. Invoices can be generated from proposals, orders and contracts as well.		Creation of invoices can be performed with the help of online invoicing system in Tactic. However, the users need to enable the features and modules for generating invoices online. Invoices can be generated from proposals, orders and contracts as well.
	* 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

Admin at 09:46, 13 April 2022

2022-04-13T09:46:52Z

← Older revision		Revision as of 11:46, 13 April 2022
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	Tactic has a very efficient and effective interface to generate payments within a few clicks. However, the user has the full facility of choosing payment mode. If the remote payment mode in activated then the software will redirect the user to another page, which will ask for payment information.		Tactic has a very efficient and effective interface to generate payments within a few clicks. However, the user has the full facility of choosing payment mode. If the remote payment mode in activated then the software will redirect the user to another page, which will ask for payment information.

	== 1. Payment Processing-- ==		== 1. Payment Processing-- ==

Admin: /* 1. Payment Processing-- */

2022-04-13T09:46:20Z

1. Payment Processing--

← Older revision		Revision as of 11:46, 13 April 2022
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	* Invoices can be generated automatically with the help of recurring template invoice generation		* Invoices can be generated automatically with the help of recurring template invoice generation
	* Following status of open invoices		* Following status of open invoices
	* Closing the invoices after generation of SEPA file by bank		* Closing the invoices after generation of SEPA file by bank

	== 2. Online Invoicing-- ==		== 2. Online Invoicing-- ==

Admin: Admin moved page Payment page to Tactic Payment

2022-04-10T16:23:43Z

Admin moved page Payment page to Tactic Payment

← Older revision	Revision as of 18:23, 10 April 2022
(No difference)

Admin: /* 3. Multi-Currency-- */

2021-12-08T12:05:30Z

3. Multi-Currency--

← Older revision		Revision as of 14:05, 8 December 2021
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	== 3. Multi-Currency-- ==		== 3. Multi-Currency-- ==

	Tactic provides a unique multi-currency solution, which can be used anywhere around the world. Tactic prevents loss of single currency, which benefits the users. The multicurrency features provided by Tactic are:		Tactic provides a unique multi-currency solution, which can be used anywhere around the world. Tactic prevents loss of single currency, which benefits the users. The multicurrency features provided by Tactic are:
	* Automatic generation of exchange rate with the help of internet		* Automatic generation of exchange rate with the help of internet
	* Currency-choice in purchase order is available		* Currency-choice in purchase order is available
	* Currency-choice in supplier price is available		* Currency-choice in supplier price is available
	* The amount is shown in words depending on currency used		* The amount is shown in words depending on currency used
	* Maintaining the integrity of banks by entering primary currency to record the purchase		* Maintaining the integrity of banks by entering primary currency to record the purchase


	== 4. Recurring Invoicing-- ==		== 4. Recurring Invoicing-- ==

Admin at 12:05, 8 December 2021

2021-12-08T12:05:11Z

← Older revision		Revision as of 14:05, 8 December 2021
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	~~Depending on~~ the payment mode~~, the page may prepare~~ the payment on the ~~remote system. It may be an API call or a~~ redirect ~~to another page. Then the page shows the form to enter~~ the ~~payment information (credit card number). The page may also choose to make a redirect~~ to another page ~~(on the remote system) that asks~~ for ~~this~~ information.		Tactic has a very efficient and effective interface to generate payments within a few clicks. However, the user has the full facility of choosing payment mode. If the remote payment mode in activated then the software will redirect the user to another page, which will ask for payment information.

	== 1. Payment Processing-- ==		== 1. Payment Processing-- ==

	* ~~Create your invoices (common~~ invoices~~, down payments, credit notes)~~ from ~~scratch~~ or ~~from your customer sheet.~~		Payment processing features of Tactic are:
	* The ~~document~~ of ~~your invoice (~~PDF, ~~ODT, etc.) is automatically generated~~ and ~~updated.~~		* Creation of invoices from customer or vendor sheets
	* ~~Your invoices~~ can ~~also~~ be generated automatically ~~using~~ the recurring template ~~invoices.~~		* The documentation of invoices are automatically generated into PDF, OTD and other types of files by Tactic itself
	* ~~Close your invoice by automatically changing it to the paid~~ status ~~once the bank has processed your SEPA file.~~		* Invoices can be generated automatically with the help of recurring template invoice generation
	* ~~Follow~~ the ~~status~~ of ~~your open Invoices.~~		* Following status of open invoices
			* Closing the invoices after generation of SEPA file by bank

	== 2. Online Invoicing-- ==		== 2. Online Invoicing-- ==
	~~Create your invoices (common~~ invoices, ~~down payments, credit notes) from scratch or from your customer sheet. Depending on~~ the modules~~/features you have enabled, you~~ can ~~also generate your invoice~~ from ~~your~~ proposals ~~(Proposal module)~~, ~~your~~ orders ~~(Order module), your~~ contracts ~~(Contract module), and/or interventions (Intervention module)~~		Creation of invoices can be performed with the help of online invoicing system in Tactic. However, the users need to enable the features and modules for generating invoices online. Invoices can be generated from proposals, orders and contracts as well.
	* ~~Include predefined products~~ to ~~save you time, or enter full content manually.~~		* Creating invoices without having to face much complexity
	* ~~Your~~ invoices ~~can also be generated automatically using~~ the ~~recurring template~~ invoices.		* Sending invoices and managing payments within a secure interface
	* ~~The document~~ of ~~your invoice (PDF~~, ~~ODT~~, ~~etc.) is automatically generated~~ and ~~updated.~~		* Following the statuses of open invoices and keeping a track
	* ~~Provide your customer a~~ link to pay online using ~~Pay-pal~~, Stripe, Pay-box, etc.		* Analyzing performance related to billing
	* Export your invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.		* Reusing invoices within other modules in times of necessity
	* Existing BI suite directly to the open database for Big Data analysis.		* Setting up account number and manage a chart of accounts
	* get reminded about all your unpaid invoices.		* Validating account number before adding those into ledger
			* Analyzing ledger and balance
			* Exporting ledger into different formats
			* 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
			* Reminders of unpaid invoices
			* Providing payment link to customers to pay online using PayPal, Stripe, Pay-box etc

	== 3. Multi-Currency-- ==		== 3. Multi-Currency-- ==

	~~The tactic has~~ a unique multi-currency solution ~~in its Tactic ERP & CRM Software~~ which can be used anywhere around the ~~World without~~ loss of a single currency. Tactic ~~Multi-currency features~~ are-		Tactic provides a unique multi-currency solution, which can be used anywhere around the world. Tactic prevents loss of single currency, which benefits the users. The multicurrency features provided by Tactic are:
	* ~~Enter the~~ exchange rate ~~or automatically update~~ the ~~Internet.~~		* Automatic generation of exchange rate with the help of internet
	* ~~Choice of currency used~~ in ~~the~~ purchase order.		* Currency-choice in purchase order is available
	* ~~Choice of currency used~~ in ~~the~~ supplier price.		* Currency-choice in supplier price is available
	* ~~Show the~~ amount in words depending on ~~the~~ currency used.		* The amount is shown in words depending on currency used
	* ~~Maintain~~ the integrity of ~~the~~ banks ~~as the~~ primary currency ~~is entered~~ to record the purchase.		* Maintaining the integrity of banks by entering primary currency to record the purchase


	== 4. Recurring Invoicing-- ==		== 4. Recurring Invoicing-- ==

	* ~~Automatically generate and send your~~ recurring invoices with this module.		Recurring invoicing features of Tactic are:
	* ~~The module allows you to automatically generate your recurring invoices (with~~ Tactic ~~dedicated functionality).~~		* The recurring invoices can be automatically generated and sent with the help of this module
	* The module automatically generates the PDFs ~~and automatically sends~~ by email~~, if you wish, the invoices~~ to the ~~concerned~~ third parties~~...~~		* Tactic also helps in generating PDFs, which is sent by email to the third parties
	* ~~An Admin can set the email that~~ will be sent~~, accompanying~~ the ~~invoice.~~		* Admins will be able to draft and sent the emails
	* This feature ~~is basically is used~~ to ~~automatically~~ send the ~~mail to its~~ clients ~~while they buying any product.~~		* This feature will be able to send product related emails to the clients and the customers


	== 5. Invoice Processing-- ==		== 5. Invoice Processing-- ==

	* ~~In the case of the implementation~~ of ~~contracts, invoices can be a predefined set, corresponding to the recurring elements of the contract.~~		The invoice processing tools provided by Tactic are:
	* Tactic provides a generic tool to export your invoices data.		* Exportation of invoice data
	* Paid ~~(If~~ the sum of ~~payments~~ is ~~greater~~ than or equal to the amount claimed).		* Paid status, when the sum of payment is more than or equal to the amount that is claimed
	* Partially paid ~~(If~~ the sum of payments is greater than 0 but strictly less than the amount claimed).		* Partially paid, the sum of payments is greater than 0 but strictly less than the amount claimed
	* ~~Payments can be done~~ only on validated invoices.		* Completing payments only on validated invoices
	* ~~Use~~ a 'credit note or deposit' transformed into future reductions that advance payments have been received, thereby reducing the 'balance payable' but not the total amount of bill.		* Using a 'credit note or deposit' transformed into future reductions that advance payments have been received, thereby reducing the 'balance payable' but not the total amount of bill

	~~== 6. Proposal Generation-- ==~~

	~~A proposal or quote is a document you suggest to a customer to give him an idea of what you can do/sell at which price.~~
	* Manage commercial proposals.
	* Create your prospects or customers.
	* Attach any notes or files to your prospect/customer sheet.
	* Merge third parties to remove duplicate records...
	* If you want, you can create one or several alternative addresses for each of your prospects or customers (one record/address for the director, another one for his or her assistant, another one for the delivery of legal service representative, etc.).
	* Just modify the status in one click from the list view without even opening the prospect sheet...
	* Set the status and potential of your prospects.

Admin at 11:59, 11 August 2021

2021-08-11T11:59:09Z

← Older revision		Revision as of 13:59, 11 August 2021
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	* Payments can be done only on validated invoices.		* Payments can be done only on validated invoices.
	* Use a 'credit note or deposit' transformed into future reductions that advance payments have been received, thereby reducing the 'balance payable' but not the total amount of bill.		* Use a 'credit note or deposit' transformed into future reductions that advance payments have been received, thereby reducing the 'balance payable' but not the total amount of bill.

			== 6. Proposal Generation-- ==

			A proposal or quote is a document you suggest to a customer to give him an idea of what you can do/sell at which price.
			* Manage commercial proposals.
			* Create your prospects or customers.
			* Attach any notes or files to your prospect/customer sheet.
			* Merge third parties to remove duplicate records...
			* If you want, you can create one or several alternative addresses for each of your prospects or customers (one record/address for the director, another one for his or her assistant, another one for the delivery of legal service representative, etc.).
			* Just modify the status in one click from the list view without even opening the prospect sheet...
			* Set the status and potential of your prospects.

Admin at 10:44, 11 August 2021

2021-08-11T10:44:57Z

← Older revision		Revision as of 12:44, 11 August 2021
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			Depending on the payment mode, the page may prepare the payment on the remote system. It may be an API call or a redirect to another page. Then the page shows the form to enter the payment information (credit card number). The page may also choose to make a redirect to another page (on the remote system) that asks for this information.

	== 1. Payment Processing-- ==		== 1. Payment Processing-- ==

	Depending on the payment mode, the page may prepare the payment on the remote system. It may be an API call or a redirect to another page. Then the page shows the form to enter the payment information (credit card number). The page may also choose to make a redirect to another page (on the remote system) that asks for this information.
	* Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet.		* Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet.
	* The document of your invoice (PDF, ODT, etc.) is automatically generated and updated.		* The document of your invoice (PDF, ODT, etc.) is automatically generated and updated.