Difference between revisions of "Tactic transaction process"

From Tactic Wiki
(Created page with " == 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. Th...")
 
 
(9 intermediate revisions by one other user not shown)
Line 1: Line 1:
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 ==


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


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


== Recurring Invoicing ==


== 4. 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


* Automatically generate and send your recurring invoices with this module.
* The module allows you to automatically generate your recurring invoices (with Tactic dedicated functionality).
* 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.


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

Latest revision as of 12:12, 7 July 2022

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
Retrieved from "http://tactic-wiki.alsoft.org/index.php?title=Tactic_transaction_process&oldid=2799"