Why not start with automating your invoicing
- Create sales order, print to PDF and e-mail to customer
- Convert order to invoice
- Service based invoicing
- Print and email invoices
- Manage suppliers and purchase invoices
- Allocate invoices to payments
- Upload PDF invoices to the project management platform and update the budget for the client
Supplier purchase invoices
- Manage supplier contact details
- Generate Purchase Order
- Email Purchase Order as PDF attachment
- Convert purchase order to supplier invoice
Sales Reports
There are a variety of simple reports available to monitor the performance of your business. Whilst not providing a full profit and loss this constitutes a good overview of the current status of your income and expenses.
- Sales by Month/Year
- Sales by customer
- Income/expense by Month/year