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Billing Automation (Quotations & Invoices)

Billing automation system helps in billing customer through online orders and invoices. This helps to manage the billing process with greater efficiency saving time and money.



Key Features

  • Create templates for all the services provided with their price
  • Set currencies to be used in this application
  • User can edit and copy a template for future use
  • Add new associate services and save their information
  • Create new client and save information
  • Create and send quotation to client
  • Add more then one services in quotations
  • Modify the pricing in Quotations, set discounts
  • All the quotations can be sent as a PDF file
  • Track pending, closed and deleted quotations
  • Follow up on Pending Quotations
  • Calculate service Tax and TDS
  • Create and send Invoice to client
  • Add more then one service in Invoice
  • Calculate discounts
  • Add Service Tax details, Pan number and account number details
  • Track pending, closed and deleted Invoices
  • Follow up on Pending Invoices
  • Generate reports
  • Email notifications

Benefits

  • Increase revenue, decrease TCO
  • Enhance customer experience
  • Send invoices on a timely manner
  • Set discounts in quotations and Invoices to be send to clients
  • Track and follow up on quotations and invoices
  • Improve cash management