WorkXact Invoicing

Product Summary

Invoicing is a function that is notorious as one that is time consuming, repetitive, confusing, and inaccurate.

The sole purpose of the invoicing component is to create invoices and to display that information to users. The system will automatically track the status of every job within the system & as soon as anything with a revenue component is completed, the system can gather all of that data for processing and present it ready for invoicing.

Users will then create, check, amended, or manipulate the invoice into one of several available formats before printing and issuing. Users are also notified of invoices that:

• Are yet to be processed.
• Are yet to be paid or are late.
• Are pending and awaiting extra clarification.

Users can tailor the creation of invoices to coincide with job completion or at date intervals suiting your operation. It is a simple tool that in addition to helping the process also adds to profit. No job can be left unclaimed or not invoiced without the user’s direct knowledge.

Features

• Use “date advanced” analysis to prevent problems.
• Use financial analysis to warn of high costs or low revenues.
• View 35 separate “automated” warnings of potential and actual transgressions.
• View reports that measure, monitor & display business critical KPI’s

Benefits

• Avoids expensive and time consuming mistakes & errors.

Purchasing & Stock

Reporting