Tactic transaction process

  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.

1. Payment Processing--

• Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet.
• The document of your invoice (PDF, ODT, etc.) is automatically generated and updated.
• Your invoices can also be generated automatically using the recurring template invoices.
• Close your invoice by automatically changing it to the paid status once the bank has processed your SEPA file.
• Follow the status of your open Invoices.

2. 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)

• Include predefined products to save you time, or enter full content manually.
• Your invoices can also be generated automatically using the recurring template invoices.
• The document of your invoice (PDF, ODT, etc.) is automatically generated and updated.
• Provide your customer a link to pay online using Pay-pal, Stripe, Pay-box, etc.
• Export your invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.
• Existing BI suite directly to the open database for Big Data analysis.
• get reminded about all your unpaid invoices.

3. 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-

• Enter the exchange rate or automatically update the Internet.
• Choice of currency used in the purchase order.
• Choice of currency used in the supplier price.
• Show the amount in words depending on the currency used.
• Maintain the integrity of the banks as the primary currency is entered to record the purchase.

4. Recurring Invoicing--

• 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--

• In the case of the implementation of contracts, invoices can be a predefined set, corresponding to the recurring elements of the contract.
• Tactic provides a generic tool to export your invoices data.
• Paid (If the sum of payments is greater than or equal to the amount claimed).
• Partially paid (If the sum of payments is greater than 0 but strictly less than the amount claimed).
• Payments can be done 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.

6. Proposal Generation--

 A proposal or quote is a document you suggest to a customer to give him an idea of what you can do/sell at which price.

• Manage commercial proposals.
• Create your prospects or customers.
• Attach any notes or files to your prospect/customer sheet.
• Merge third parties to remove duplicate records...
• If you want, you can create one or several alternative addresses for each of your prospects or customers (one record/address for the director, another one for his or her assistant, another one for the delivery of legal service representative, etc.).
• Just modify the status in one click from the list view without even opening the prospect sheet...
• Set the status and potential of your prospects.