Invoices

Invoices are created from engagements and timesheets, or received from your ERP system. Clients see their invoices in their own account and get an email for every new document. You see when each invoice was received and opened and whether payments are overdue. Invoices can be issued in the client's language.

This page is an overview of the module. Step-by-step instructions will be added.

Features

• Automated invoicing – invoices are built from contracts, approved hours, services and pricelists.
• Client invoice portal – clients access their invoices and current obligations at any time, from any device.
• Delivery tracking – see when each invoice was received and opened by the client.
• Payment status – payment information is synchronized from the accounting system, with alerts for overdue payments.
• Self-billing and set-off – support for self-billing invoices and set-off statements.
• ERP synchronization – send invoices to your accounting system or import invoices issued in the ERP. The integration is built on request.

Works together with

Engagements · Timesheets · Pricelists · Products & Services · Clients · Registers · Attachments