Kezeld egyben az üzleti folyamatokat!

Árajánlat    =>    Megrendelés    =>    Díjbekérő    =>    Számla

Az online számlázó programban nyomon követheted az értékesítéshez kapcsolódó bizonylatok kiállítását. A szoftver képes arra, hogy mintegy folyamatot, egymáshoz kapcsolja az összetartozó bizonylatokat.

Készíthetsz árajánlatot, ha azt elfogadták, az árajánlatból egy gombnyomással létrehozhatod a megrendelést, amelyből kiállíthatod a díjbekérőt (proforma számla, előlegbekérő), majd pedig egy újabb kattintással elkészítheted a végszámlát. Az egymásból készült bizonylatok hivatkoznak egymásra, illetve megtekintheted egy bizonylat előzményeit. Például meg tudod nézni, hogy egy számla melyik árajánlatból készült, illetve, hogy egy árajánlatból készült-e már számla. Természetesen nem kötelező az egész folyamatot végigvinned (pl.: árajánlatból egyből tudsz kiállítani számlát, díjbekérő készítése nélkül is).

Küldd ki e-mailen

A kiállított számlát, vagy bármelyik bizonylatot PDF formátumban e-mailben is kiküldheted ügyfeleidnek, így már nem kell postai úton feladnod a számlát. Ezt a megoldást távszámlának is nevezik. A távszámla révén megszűnnek a postázással kapcsolatos költségeid.

A rendszerben látni fogod, hogy egy-egy bizonylatot hányszor küldtél el ügyfelednek. A bizonylatokat nem csak egyszer, korlátlan számban ki tudod küldeni.

Továbbá lehetőség van automatikus e-mail küldés beállítására is, így nem kell külön-külön megcímezned, szövegezned az e-maileket. Titkos másolatba a könyvelődnek is el tudod küldeni a számlákat. Lehetséges az “eredeti-másolat”, az “aláírás” feltüntetése nélkül kiállítani hiteles számlát.

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