Onboarding ” Invoicing
Invoicing is one of the most important tasks of a company, so it should be completed extremely reliably and accurately. When an invoice is created on a project, Vertec automatically adds all open services, expenses and outlays associated with the project to the invoice according to predefined criteria (e.g. invoice interval or discount).
With advance payments (called advance payments in Vertec) and payment schedules based on them, it is possible to demand payments at the start of the project or at any time during the implementation of the project. These are linked to subsequent invoices and thus deducted from the outstanding amounts.
An unpaid invoice is settled in Vertec by entering a payment. Important Information such as date, receipt account or amount are entered and always assigned to an invoice. This allows an up-to-date evaluation of all outstanding receivables.
Payments can be automatically reconciled via an extension between an external accounting program and Vertec.
The following additional features are available in connection with invoicing:
Creates a set of folders on the topic of invoicing, such as projects with open fees, provisional, open, overdue and paid invoices, a detailed invoice search and an evaluation folder Sale per customer.
Knowledge BaseThis allows services to be charged on internal projects without having to create a pro forma invoice.
Knowledge BaseThis allows the dunning process to be mapped and managed directly in Vertec.
Knowledge BaseImplements the ability to define additional invoice recipients and to divide invoices to several recipients proportionally.
Knowledge BaseSimplifies the cancellation of invoices in Vertec and offers the optional generation of a proof of cancellation.
Knowledge BaseThis allows you to create customer-specific LEDES templates and export invoices in LEDES format.
Knowledge Base