Billing System
From Tactic Wiki
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).