Efficient invoicing is crucial for maintaining a healthy cash flow and ensuring timely payments. Our Invoicing module, integrated seamlessly with the Job Management and Quotations modules, is designed to simplify and streamline the invoicing process for the Signage and Print Industry.
Once a quotation is accepted and converted into a live job, it can be invoiced directly from the system. This integration ensures that all relevant information flows smoothly from one stage to the next, reducing manual entry and the risk of errors. Depending on the payment terms, a job may not be accepted into the production queue until it is marked as paid. This status can be updated automatically through our API connections with popular accounting software like Xero and QuickBooks.
Generating invoices from completed jobs is straightforward and flexible. Users can choose to manually click to generate an invoice or automate the process, ensuring invoices are issued promptly upon job completion. This flexibility caters to different business workflows and ensures that the invoicing process aligns with your operational needs.
Customisation is a key feature of our Invoicing module. Users can personalise invoice templates to include their company logo, custom headers, and footers, ensuring that every invoice reflects their brand identity. The module also supports various payment terms and methods, including PayPal, merchant accounts like Stripe, and customer credit accounts, with credit limits pulled via API from your accounting software.
Sending invoices directly to customers via email is quick and efficient, helping to reduce delays in payment. For overdue invoices, automated reminders and notifications can be managed through your integrated accounting software, ensuring timely follow-ups and improved cash flow management.
While our Invoicing module does not offer built-in reporting and analytics features for tracking invoice statuses, such as paid, pending, or overdue, it does support partial payments and tracking outstanding balances. This capability ensures that you have a clear view of your financial standing and can manage cash flow effectively.
Integration with accounting software like Xero, QuickBooks, and Sage provides seamless financial management. This integration allows for easy synchronisation of invoice data, eliminating the need for duplicate data entry and reducing the risk of discrepancies.
Although SimplyMIS does not directly support generating and managing recurring invoices for regular clients, this functionality can be handled within your accounting software. Additionally, users can attach relevant documents or files to invoices, such as job sheets or contracts, ensuring that all necessary information is readily available and easily accessible.
For businesses dealing with international clients, our Invoicing module provides multi-currency invoicing options, allowing you to cater to a global customer base without any hassle.
In summary, our Invoicing module is designed to make the invoicing process as efficient and seamless as possible, integrating smoothly with other modules and accounting software. With customisable templates, various payment options, and automation features, managing your invoicing has never been easier.
