EXCLUSIVE INSIGHTS

Invoicing and Forecasting

This release supports creating retainer invoices for deposits and prepayments, which are allocated to your balance sheet. You can also manage payments over multiple installments and forecast invoices, supporting your cashflow management with accurate information directly from your job. You can also allocate prepayments, including credit notes and overpayments. With our Xero and Zoho Books integration, your financial data is automatically updated with funds correctly allocated to your Balance Sheet and Profit and Loss accounts.

Features

RETAINER WIDGET:

  • Creating Retainer Invoices via the Enquiry Blueprint
  • Integration Retainer Invoices with Zoho Books
  • Funds automatically allocated to your balance sheet.

INVOICE AND FORECASTING:

  • New Invoice and Forecasting Widget for BOQ Estimates and Native Sales Orders.
  • Option to Access the Widget from the Blueprint
  • Create Invoices from multiple forecasts
  • Link Forecasts to Job Instruction Sheets
  • Allocate Prepayments, Credit Notes and Overpayments to Invoices
  • Ability to Automatically Send Invoices (Option)
  • Use Forecasting Widget to track over Liabilities, such as Bank Guarantees
  • Xero / Books Integration of Payments and Allocations

INSIGHT VIDEO


If your business needs to invoice customers and forecast progress payments based on timelines, deliveries or stages our invoice and forecasting widget in Zoho CRM makes this process quick and simple.

Watch this widget and see how easy invoice and forecasting can be, including automatically updating forecast due dates and allocating credit notes, overpayments and prepayments.

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Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.

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Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.