Difference between revisions of "Billing System"

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== 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).

Revision as of 11:02, 11 August 2021

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).