Invoicing
Description
A to Z management of everything concerning the invoicing of goods and services in a multi-currency, multi-company environment. This multi-language application answers the requirements of companies in many different fields of activity. Its settings can be defined by the user: this allows it to adapt to various kinds of working processes. Easily accessible and user-friendly, it is endowed with the qualities which allow it to satisfy its users in every way. Win€UR Invoicing doesn't administer stocks and supplier orders; it is particuliarly well-suited to process the sale of services.
Main product qualities
- Easy to use thanks to a simple, user-friendly interface.
- A format editor allows you to personalize your documents according to your needs.
- Periodical invoicing (f. ex : assistance contracts. rental payments, subscriptions, etc.).
- Simplified entries for different groups of activities.
- Data for creating invoices can be imported from third-party applications.
- Formats- and reports generators are included.
- Like all other Win€UR products, the invoicing module is single- or multi-user, multi-company, single- ot multiple currency, and multi-language.
- Articles
- The invoicing application centers on the articles, which are unlimited in number. These are accessible by 3 search keys, i.e.: the item code, short description, and detailed description. The items' general characteristics are their family, category, make, producer, tax code (purchase & sale), rebate code, recommended sales price, and replacement article. You may enter article descriptions in several languages (120 characters per language), which enables you to communicate with your clients/suppliers in their own idiom. You can also create additional text for recording additional product information, or legal regulations.
- Price lists
- Up to 999 different price codes per article.
- Tariff settings in foreign currencies.
- One can establish links between the various tariffs by defining formulas (calculation rules) between 2 price codes.
- Sales prices can be updated selectively.
- Your prices can be exported to a spreadsheet (according to different criteria linked to the article), and reimported after having been modified.
- Suppliers
- Several suppliers can be registered for each article.
- You can define an item's principal supplier.
- Client transactions
- Client transactions can be processed in the accounting currency, or in a foreign currency. They include different stages, such as the offer or delivery voucher, the client invoice, the credit- and/or debit note. These stages are linked, i.e. once the order has been registered, all subsequent stages will automatically be generated by the programme.
- Bills and invoices can be grouped.
- Periodical invoices may be renewed automatically (f.ex. subscriptions, rental payments, assistance contracts, etc.).
- Supplier transactions
- Supplier transactions can be processed in the accounting currency, or in a foreign currency. They include different stages, such as the bill of receipt, the supplier invoice, the credit- or debit note. It is possible to link transactions, as well as to group bills and supplier invoices.
- Printing documents
- A format editor allows you to set the language, and the presentation of the documents (incl. logo insertion, and editing BVRs).
- Specific formats can be defined per Client / Supplier.
- Other functions
- One can memorise and re-use a sequence of lines for another transaction.
- An operation which has been archived may also be re-used to create a new document (f. ex. copying an invoice to produce a credit note).
- The financial position of a client resulting from the accounts can be consulted at any time.
- One can set a credit limit in the client's card, in order to block a transaction if this limit is exceeded.
- All operations waiting to be booked can be transferred to the accounts.