Billing System

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 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
• 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

2. Billing Portal--

 The billing portal features of Tactic are: 

• Reusing invoices with other modules
• Setting up chart of accounts and user accounting number
• Validating the accounting number before adding those to ledger
• Exporting ledger in the format of user choice
• Managing selling and buying prices
• Tracking the performance of products or services
• Managing margins of the organization

3. Recurring/Subscription Billing--

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.
• Closing invoice by automatically changing it to the paid status once the bank has processed the SEPA file.
• Reusing 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.
• Following the status of open Invoices by email or SMS.
• Managing BOMs (Bills Of Materials).

4. Hourly Billing--

This feature allows the users to create and manage hourly bills. 

• Creation of Invoices hourly using Tactic efficiently
• Sending invoice and manage payments through online mode
• Following the status of open Invoices
• Analyzing users’ billing performance
• Managing selling and buying prices

5. Deferred Billing--

The deferred billing features are:  

• 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.
• Inclusion of predefined products to save time, or entering full content manually.
• Providing customer a link to pay online using PayPal, Stripe, PayBox, etc.
• Exporting invoices into the ledger of the accounting module to get accountancy done automatically in just a few clicks.
• Following the status of open invoices by email or SMS

6. Multi-Period Recurring Billing--

 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
• Sending your invoice and manage payments via e-mail.
• Following the status of open Invoice, list, and display all the orders.
• Analyzing billing performance using Tactic ERP & CRM Software.
• Reusing the invoices with other modules.
• Exporting invoices and payments with the Export module to reuse them with external tools