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.
- 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
- 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