Module "Invoices"

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This module is used to manage incoming and outgoing invoices. All payments can be documented. E-mail reports and notifications helps control payment targets. Linking invoices to orders and contracts is helpful for better management of income and expenses.

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Module "Invoices"

Description

The VisionR module "Invoices" is used to manage incoming and outgoing invoices. Payments are attached to the invoices. Payment status and payment targets are easy to track. There is a payment reminder, which generates printable layout or e-mail notification. Invoices can be attached to online orders, projects, private persons or companies.

Functional overview

  • management of incoming and outgoing invoices
  • incoming and outgoing payments
  • payment reminders
  • usage for multiple company units in different locations and in different languages
  • link to budgets and costs
  • invoice grouping by customer / vendor / project
  • management of bank accounts

Technical details

  • all invoice, payment and reminder properties can be adjusted to the customer's needs
  • layout changes are possible
  • automatically generated e-mails on status changes (status tracking)
  • complete internationalisation

User roles

  • Normal user
    has read access to it's own invoices
  • Invoice administrator
    can change invoice and payment reminder data
  • Payment administrator
    can change payment data
  • Administrator
    can change all invoice data

Options

  • Payment reminders as e-mail notification
  • Invoices as attachment to orders, contracts or projects
  • Interface for automatic generation of bank transfers

References to other VisionR modules

  • Contacts
  • Projects
  • Contracts
  • Maintenance
  • Orders
  • Helpdesk
  • Reservations
  • Online shops
  • Warehouses