Invoicing
Onboarding › Invoicing
Invoicing is one of the most important tasks of a company. It should therefore be completed extremely reliably and accurately. When an invoice is created on a project, Vertec automatically places all open services, expenses and outlays associated with the project on the invoice according to predefined criteria (e.g. invoice interval or discount).
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Payment
The settlement of an unpaid invoice in Vertec is done by entering a payment. Important information such as date, receipt account or amount is entered and always assigned to an invoice. This finally allows an up-to-date evaluation of all outstanding receivables.
Payments can be reconciled automatically via an extension between an external accounting program and Vertec.
Enter payment
Advances
With advance payments (called advance payments in Vertec) and payment plans based on them, it is possible to demand payments at the beginning of the project or at any time during the implementation of the project. These are linked to later invoices and thus deducted from the outstanding amounts.
Downpayments in vertec
Additional Features
In connection with invoicing, the following additional features are available:
Root Folder Invoicing
Creates a set of folders on the subject of invoicing, such as projects with open fees, provisional, open, overdue and paid invoices, a detailed invoice search and an analysis folder Sales per customer.
Knowledge BaseCharge internal entries
This allows services to be charged on internal projects without having to create a pro forma invoice.
Knowledge BaseDunning System
This allows the dunning process to be mapped and managed directly in Vertec.
Knowledge BaseBreakdown Of Invoices
Implements the ability to define additional invoice recipients and to divide invoices to several recipients proportionally.
Knowledge BaseCreate invoice reversals
Simplifies the cancellation of invoices in Vertec and offers the optional generation of a proof of cancellation.
Knowledge BaseLedes export
This allows you to create customer-specific LEDES templates and export invoices in LEDES format.
Knowledge Base