Billing System

 The tactic has very fast billing software in its Tactic ERP & CRM software to make the billing system easier as the user wants. This module will help to make the billing system handwrite.

1. 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.

2. 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.

3. 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).

4. 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).

5. Deferred Billing--

• If predefined fields do not match your requirements, add your own fields of any type (string, amount, date, checkbox, combo list, etc.) to the invoice form.
• Include predefined products to save your time, or enter full content manually.
• Provide your customer a link to pay online using PayPal, Stripe, PayBox, etc.
• 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.

6. Multi-Period Recurring Billing--

 The tactic has very fast billing software in its Tactic ERP & CRM software to make the billing system easier as the user wants. This module will help to make the billing system bandwidth.

• Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet...
• Send your invoice and manage payments via e-mail.
• Follow the status of your open Invoice, list, and display all your orders.
• Analysed your billing performance using Tactic ERP & CRM Software.
• Reuse your invoices with other modules.
• Export your Invoices and payments with the Export module to reuse them with external tools.