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
Module "Invoices"