Business areas
Simplifies and automates the entire billing process, from scheduling and issuing professional invoices to tracking payments. Enables businesses to generate accurate invoices quickly, set up recurring billing, and send payment reminders, reducing manual work and errors.
Invoicing
Key features include customizable templates, multi-currency support, and integration with accounting systems for seamless financial management.
- Correlate invoices with project deliverables as planning and value
- Automate invoice generation
- Automates and manages recurring billing processes
- Filter invoices based on different criteria: to be issues, issued, paid/nonpaid
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Billing schedule
Allow businesses to set up flexible billing schedules, track due dates, and automate reminders, reducing manual work and minimizing payment delays.
- Making billing and collections easier, predictable and more efficient.
- Generate invoices automatically from an opportunity, offer, order, billing schedule or directly on existing Account or Contact.
- Create billing schedules according to each contract or order (multiple invoices or recurrent invoices).
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Case studies: