Efficient charging of advance accounts and payment plans
Regardless of whether it is a case or a project, certain amounts must be invoiced as an advance on future services. These previously made payments should be taken into account and deducted from the overall invoice. Such downpayments, also known as advance payments, can be automatically credited to the corresponding invoice in Vertec. A real added value for your accounting.
Downpayments can be automatically invoiced in Vertec based on complex payment schedules. If there is an downpayment on the project that has already been charged, it will appear as a deduction on the invoice. You can charge downpayments to a project and create an invoice report directly. This report can then be sent by email.
Product line “Expert”
modules “Services Services & CRM,” “Budget & Phases”
In the course of billing, Vertec takes account of advance payments. It automatically checks whether services or invoice amounts, such as expenses or outlays, have been recorded on a project. After the billable items on a project have been reviewed and approved, they are taken into account in the invoicing just like the advance payment.
Yes, you can use advance downpayments for projects in Vertec. You can also send these advance downpayments to your customers as an invoice.
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Yes, there is a corresponding overview in Vertec. There you can see all invoices at a glance, which deposits have been deducted from them and how much budget is left.
