Invoice Management Software

The Invoice Management Software provides each invoice with a unique reference number, which cannot be removed, and allows for the creation of new invoices from quotes. Information is saved by creating accurate records. The creation of invoices is simple and uses templates, which allow for your unique logo, client VAT number, contact information, registration number, what the invoice is for and when it was created, as well as the expected date of payment. 

By combining the Invoice Module with the Sales System, you will always be able to keep track of your invoices and the payments received. Invoices follow through to the Client statement, which can be date-specific to make client payments easier. 

Assigning a payment to an invoice is done easily and the system automatically updates the totals in debit or credit.

The Quotes and Invoicing software are integrated into the Contacts database, and can be linked to the other Financial modules, as well as being extensively used in the online Learner Management System.

Features

• Create templates for invoices
• Select account manager
• Create invoices from quotes
• Search invoices already created
• See payment of invoices
• Create client information for the invoice
• Give information specific to the month, invoiced product with additional notes section
• Option to be taxable or not
• Email client invoice from system with recording
• Transfers amounts into statement with full record keeping
• Credit note facility for invoices
• View outstanding invoices
• Reports on money that is owed
• Unique login access for authorised users

Related Modules

EduFin - Learner Management System (LMS)

Contacts Management System - Information system on your Intranet to set up contacts

Quotes Creation Software - Create quotes 

CRM - Cient relationship management

Clientèle