ANDROID & WINDOWS PC

INVOICING VIDEO GUIDES USER GUIDE (PDF) DOWNLOAD: PC
 
  • Professional graphical presentation for quotes and invoices. Easily configure using multiple templates: you only need to add your company information
  • Pre-configure text of the email which comes with an invoice: send at a klick of a button
  • Put your company logo, letterhead or paper watermark image
  • All types of data including product images, memos, description & payment details including QR code.
  • Instantly upload job & customer's information into your desktop app
  • Calculate GST, put on the invoice and keep in the system for tax reporting
  • Measure and record time on the job, when charge by time
  • Insert notes and memos to invoice, instantly attache the memo pre-configured for the particular customer
  • Process credit card payment: Android app using third-party service; instantly upload the data into Android (& PC) app
  • If useing PayPal or your Bank to process payments, download CSV report from the bank's website and instantly insert multiple sale data into the PC app.
  • Quotes, invoices, and payments are integrated with CRM
  • Keep track of amount owed by each particular customer
  • Accept partial payments and instantly email reminders about outstanding amounts
  • Print and instantly email customer statement with multiple (unpaid) invoices and the total outstanding amount




SELECT THE APPLICATION
Business System Modular Small Business Accounting PC Small Business Accounting Android
Each application can work independently. Exchange of data between the PC app and Android devices
Graphical templates for invoices
Configure captions on invoices
Configure which data is displayed
List of invoices attached to a customer record
Product images displayed on the invoice
Documents attached to the invoice
Internal notes attached to the invoice Single note
Unlimited notes displayed on the invoice Single note Single note
Company logo, letterhead, and watermark displayed on the invoice Logo and watermark Logo and watermark
Two additional configurable documents linked to the sale or purchase (e.g. Pick List or Internal work order) Pick List
Customer statements with the list of invoices
Replicate an invoice, create the template
Use order templates to create new invoices
Automatically generate Internal work order from an invoice
Automatically generate a set of purchase orders for the different suppliers from an invoice
Automatically generate a quote for the Internal work order
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