Client And Contract Information
Create and manage client’s information along with credit limits. Keep track of customer balances. Create client groups based on nationality to customize the item and pricing. Set and customise payment terms for each client. Create and manage contracts. Link each contract with customer. Make contract as cost centre and track all the transactions made for the contracts.
Sales Orders
- Convert the estimate to sales order on a single click and convert it to invoice on the go.
- Personalise each sales order based on the customer. Sales order can be customized with logo and agreement terms.
Financial Reports
- Create estimates along with customer information, product pricing and terms and condition. Send it to customer with a click of a button. Estimates can be converted to invoice on the go.
- Create and share professional VAT compliant invoices to the customer on the spot and make it get paid on time. Add your company logo, item pricing, VAT for each item along with payment terms and account information displayed neatly.
- Create recurring invoice for clients on regular basis as per the schedule. It helps reduce the time and effort of human hours.
- Track paid, partially paid, and unpaid invoices. Receive payments as advance or against any unsettled invoices from clients.
Vendor Information
- Create and manage vendor information and track all the bills and payments made.
- Keep track of payment balances to be settled. Set payment terms for each vendor and notification once the payment is on due.
Purchase Orders
- Create purchase order for the quotes received from supplier and keep track of all the details about items, quantity and price agreed upon.
- Instantly convert the purchase order to bills in a click of button.
- Purchase order can be customized with logo and payment terms agreed upon.
- Purchase order can be shared with vendor and the supporting document can be attached to avoid any discrepancies
Bills And Expenses
- Generate bills for the items received from vendor and keep track of owed payments.
- Track fully paid, partially paid and unpaid bill payments.
- Record vendor credits to track the refund or utilized against a bill.
- Purchase order can be shared with vendor and the supporting document can be attached to avoid any discrepancies
- Record and manage all the payments such as office supplies, vendor payments, rent, employee advances, etc., Track all the expense, identify, and charge them to customer on necessity.
- Scan and upload supporting documents with each bill and expenses.
