Tactic transaction process

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. 

Payment Processing

Payment processing features of Tactic are: 

• Creation of invoices from customer or vendor sheets
• The documentation of invoices are automatically generated into PDF, OTD and other types of files by Tactic itself
• Invoices can be generated automatically with the help of recurring template invoice generation
• Following status of open invoices
• Closing the invoices after generation of SEPA file by bank

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.

• Creating invoices without having to face much complexity
• Sending invoices and managing payments within a secure interface
• Following the statuses of open invoices and keeping a track
• Analyzing performance related to billing
• Reusing invoices within other modules in times of necessity
• Setting up account number and manage a chart of accounts
• 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

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: 

• Automatic generation of exchange rate with the help of internet
• Currency-choice in purchase order is available
• Currency-choice in supplier price is available
• The amount is shown in words depending on currency used
• Maintaining the integrity of banks by entering primary currency to record the purchase

Recurring Invoicing

Recurring invoicing features of Tactic are: 

• The recurring invoices can be automatically generated and sent with the help of this module
• Tactic also helps in generating PDFs, which is sent by email to the third parties
• Admins will be able to draft and sent the emails
• This feature will be able to send product related emails to the clients and the customers

Invoice Processing

The invoice processing tools provided by Tactic are: 

• Exportation of invoice data
• Paid status, when the sum of payment is more than or equal to the amount that is claimed
• Partially paid, the sum of payments is greater than 0 but strictly less than the amount claimed
• Completing payments only on validated invoices
• 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