Export invoices to Microsoft Word, with configurable invoice templates for creating custom invoice formats.Secure the process of making additions or adjustments to invoices, with electronic signatures recording who has updated the invoice.
Improve their relationship with internal resources and customers by utilizing a single, searchable point of access for invoice information and status updates.Reduce their workload by eliminating the need to organize, file and store physical documents.Using Invoice Tracker, Accounts Receivable departments can: Here are a few examples of Invoice Tracker at work. We have spent a few decades perfecting the art of software design and development.
Using configurable invoice templates, organizations can easily generate customized invoices for their customers, which can be exported to Adobe PDF or Microsoft Word. Invoice Tracker supports multiple invoice workflow statuses such as “New”, “Accrued”, “Review”, “Send Invoice”, “Invoice Billed”, and “Invoice Paid”.Įach invoice includes a complete log of important events in its workflow, including its creation date, last save date and every status change along with the identification of the user responsible. It reduces manager and Accounts Receivable workloads by allowing quick access to items waiting to be billed, billed items waiting for review, or invoices outstanding to customers. It offers views of budgeted and billed amounts by customer, project and project manager, including invoice lists, invoice prep and invoice forecasts. Invoice Tracker simplifies invoicing workflow with billing prep, billing review, and waiting for payment work areas. Invoice Tracker - Business Process Click for more business processes