Faktura
Faktura keeps your sales process together from quote to payment. Quotes, orders, invoices, payments, and reminders stay connected to the customer and your workflow.
From Quote to Payment
Section titled “From Quote to Payment”A transaction runs in a straight line:
- Create and review a quote.
- Convert it into an order when accepted.
- Issue an invoice.
- Record the payment.
- Prepare a reminder if payment is delayed.
For cases beyond the standard invoice, there are credit notes and internal receipts.
Reading the Overview
Section titled “Reading the Overview”Three numbers give you the situation at a glance:
- Invoice Volume – your outgoing invoices in total.
- Outstanding Receivables – what is still pending.
- Paid Invoices – the recorded incoming payments.
Right next to them, you can start the appropriate document via New Quote, New Invoice, or New Order.
Maintain Services Once
Section titled “Maintain Services Once”Under Items, you store products and services a single time. In quotes and invoices, you access them instead of typing each line item again.
Payments and Reminders
Section titled “Payments and Reminders”Payments records which amounts have been received or paid out. Reminders documents your payment reminders for each invoice.