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

FEATURED IMAGES

When we create a software solution, our team take great care to make the process smooth, simple and smart.
Here are a couple of images to showcase this exclusive insight.

STEP BY STEP

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.

Find out more

Reach out to our team if you would like to learn more about this process or other exclusive solutions.

CONTACT US

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.