Every invoice has an owner.
Smart invoice management: you know who issued an invoice, which project it belongs to and what stage it is at, from verification to payment.
This is how it is today. This is how it can be.
Invoice statuses live in emails and in the heads of salespeople.
The status of every invoice is up to date every day, in one place.
The module in the Administy Panel.
A view with sample data.
Everything you need.
- 01
Invoice owner
Every invoice is assigned to a person, so you see who is responsible for the revenue.
- 02
Project assignment
You link an invoice to a specific project or contract.
- 03
Operational statuses
From verification and approval to paid or unpaid.
Three steps. Then it runs on its own.
- 1
The invoice arrives from the system
It synchronises with your invoicing software.
- 2
You assign a person and a project
Or rules do it for you.
- 3
You track the status
Until it is paid.
One module. The whole system.
Sales invoices belongs to the “Sales and receivables” area and uses the same data as the other 24 modules. You switch it on when you need it.
Check whether this module is right for you.
The audit calculates what your current processes cost you and points out the areas you are not covering that carry risk. You do it yourself, with no meeting with us.
Let’s talk about what’s weighing on you today.
This meeting is a diagnosis, not a sales pitch. You tell us what challenge and what business case your company is facing today: liquidity, receivables, costs or profitability. Together we name the causes and check what can be put in order. We will show the system if it turns out to be needed.