Invoice & Financial
One of the most important metrics in any business has to be "what has been billed and when is it due"? Giving key influencers access to this information is essential to effective management. Sales people are able to remind customers about outstanding balances as part of their account management or while discussing potential new business which leads to better cash management.
Rather than waiting to invoice your customers make the raising of invoices an integral part of your order management phase. Orders can be marked as ready for invoice or why not get your sales and admin team to create and deliver invoices immediately, improving the accuracy of invoices, the speed of delivery and saving a backlog of Invoices required to be processed by a dedicated finance team.
Easily create a PDF Invoice to send to your customers and with a single click email the PDF using a standard template. Integrate your Invoicing with your account system, either directly or through easy file export. Use Sage Accounts 50? no problem, take a look at SageLink for OpenCRM, create invoices in OpenCRM and have them update Sage including new customers and product lines.
Track Invoices through their status, view all paid last month, or take a look at what is currently outstanding, plus many more reports and data views, you decide what you need, easy.
Use the activity management features of OpenCRM to record and manage Activities when following your credit control procedure, never miss a payment reminder call again!