Do you carry out monthly or quarterly interventions on your customers' premises?
Do you manage rentals of goods or products?
Are you contracting your services for the duration of your assignment?
In all these cases, are you looking for a solution to schedule your customers' invoices?
With the"Contract Invoicing" app, enhance the functions of the contract management module and schedule your invoicing based on your signed contracts!
Enter your monthly or quarterly income and generate the related billing in just one click!
Activating the"Contract invoicing " app adds two new elements to your contract sheets.
- A"financial elements" area, to define the frequency of your customer invoicing and the amounts to be invoiced
- Customer invoice listing, to track your invoices, edit each document, and monitor their status.
In the case of customer contracts, entering financial elements enables you to define :
- Invoice frequency: monthly or quarterly
- The due date, i.e. the date on which the invoice is due for each period: indicate the first day of the month by selecting "First Day +0", the last day of the month by selecting "Last Day -0", or any other day during the month by selecting the appropriate entry.
- Invoice content: indicate the name of the lines invoiced and the rate. The application lets you add lines that will only appear on the first invoice, using a checkbox.
To generate your invoices, mark your contract as"signed".
The number of invoices to be issued is generated automatically by the application, according to the start and end dates of the signed contract you have defined. Provisional invoices are deposited in the list of invoices to be issued, and only become definitive when you generate the invoice from the contract or from the list of invoices to be issued.
You can choose when you want to create invoices: "All at once": when invoices are generated, all invoices to be issued are created at once.
- "In several instalments, on each issue date": Invoices to be issued will be created on the day corresponding to the billing date of your invoice. Use the "Billing date" fields to set the creation dates for invoices to be issued generated from your subscription contract.
When the invoice is due, you receive a reminder. This notification ensures that you don't forget to invoice your customers.
A pro rata is calculated on the first or last month, if the signature begins or ends in the course of a month.
Your automatically-edited invoices can be modified if you have performed other work for the customer during the month.
Taking fleets into account
If you have the Fleet Management app, and you want invoice lines to have quantities corresponding to the number of vehicles in the fleet, activate the corresponding option in the app preferences. When entering invoice lines on the contract, you can choose to invoice "per period per vehicle". Your invoices will then take into account the number of vehicles in the fleet on the period start date.
