Professional invoicing

Features and Benefits

• Maintain codes, descriptions and pricing for items & services sold or offered. Access items from Inventory Management (when used)
• Paste lists of standard services and/or goods into invoices and quotations
• Retrieve customer data, payment terms and tax details already stored in Accounts Receivable
• Perform automatic credit checking for each invoice and line item entered
• Cancel or continue with the invoice or line item when warnings appear for customers exceeding their credit limits
• Attach unlimited notes to invoices for internal use
• Specify the interval, maximum number of times the bill is to be generated, next billing date and final billing date for recurring billing to the same customer
• Paste one or more standard bills into any invoice for a customer
• Create and store up to 99 different invoice formats designed to work with most invoice forms or letterhead
• Transfer invoicing information automatically to Accounts Receivable, Inventory Management and Job Cost
• Create and print quotations without affecting receivables or inventory, later turning them into invoices
• Enter invoices and quotes from multiple workstations
• Print invoices immediately for “point of sale” style order processing
• Enter transaction amounts up to $999 million
• Use with Inventory Management to back-order line items
• Display full warehouse information for the line items
• Base commissions for invoices on percentages associated with customers or sales reps
• Display alternate items when entering an invoice (used with Inventory Management)
• Interfacing with Job Cost allocates invoices to specific jobs and sub-jobs. Once posted, invoice detail is passed to Accounts Receivable, updating Job Cost
• Enter and print cash receipts on the invoice
• Add new customers “on the fly” while entering an invoice
• Use miscellaneous customers for one-time only sales

Reports

The following is a partial list of the reports available in Professional Invoicing:

• Back orders by Customer
• Back orders by Item
• Deliver to Addresses
• Goods List
• Invoices
• Invoice History
• Invoices List
• Invoicing Stations List
• Quotations
• Recurring Bills List
• Sales Reps List
• Services List
• Standard Bills List

Integration

Samco Power Accounting’s Professional Invoicing module requires Accounts Receivable and optionally interfaces with other Power Accounting applications: Inventory Management, Job Cost and Sales Analysis.