New online billing system
Take the opportunity to create different types of documents directly from your ClickEshop administration without installing any program. With a new online billing system, you have invoices as well as other documents available all the time, regardless of the specific computer.
Invoice created from Order - You can create an invoice manually or directly from an order using the icon "Create" - "Invoice".
- when you check the option "copy data to a new document", you will issue an invoice with all the items displayed in the order
- at the same time, you can check the option "link as a related document" to link your order with the invoice. It means that in the order detail in the tab "Related documents" will be shown the information about the issued invoice and vice versa in the invoice detail, in the tab "Related documents" will be displayed information about the related order.
Manually issued invoice - The invoice can be added also manually. In the invoice overview click the icon "More" - "Create Invoice".
How to add products? Write the first three-letters of product name and the will system assists and automatically offers the expected product names, which you can simply select by clicking on the product you want.
Sending invoices by email - in the invoice detail - tab "Email" - you can send an e-mail with the invoice attached as well as see the history of sent emails
Overdue invoices - if an invoice is overdue, the system will notify you. The Price in the invoice overview is automatically marked in red, unless you switch the invoice to another status, for example, "Paid".
Partially executed order - a new billing system allows you to create multiple invoices from one order. In this case, a single order will create several invoices, and in the "Related documents" will be shown information of all invoices.
- PROFROMA INVOICE
Take the opportunity to create a proforma invoice only to a certain value of the total order (custom made products). You can issue a Proforma invoice manually without linking to another document or directly from a specific order using the icon "Create" - "proforma invoice".
- BUSINESS OFFERS
Sometimes the business requires too much paperwork. Learn how to work more efficiently and create your business offer quickly at anytime and anywhere. Your business partner may have an business offer a few minutes after your meeting. Directly through your mobile, you can submit a business offer of goods and services and send by email. Documents are chronologically arranged with advanced filters and search.
Such as for other documents click the module CUSTOMERS and then select tab "Business offers". For sending business offer in email use the tab "Email".
- CREDIT NOTES
Returned or reclaimed goods are unfortunately also a part of business reality. Create the Credit note in a few clicks directly from the original invoice detail clicking "Create" - "credit note". The new document will take all invoice items with negative values, that can be further edited.
If you check the box "link as related document" while creating a document, you will link the invoice to credit note and the original invoice number will be shown on the credit note.
- PROOF OF DELIVERY
The proof of delivery is document to prove that a delivery has been completed. Consignee by signing confirms the receipt of the goods. The items themselves can take himself buyer or the shipping company. In that case the carrier takes over the responsibility for the consignment.
All documents can have their own settings:
- numbering - it's recommended the numbering format to start with the relevant year eg: 201800001 / depending on the number of expected documents /
- document status - create own document statuses and filter documents according to the individual statuses
Document Icons - in the documents overview in the "Related Documents" column, the following icons may appear depending on related documents you have created:
O = order
I = invoice
P = pro forma
C = credit note
D = proof of delivery
B = business offer
Tips and tricks: In order overview you immediately see which order requires to issue an invoice.
The billing system is available to all customers within each purchased Eshop package.
Emails history - Not sure whether you have sent an email to the customer? Check it out in the administration. The detail of each document in the Email tab shows the date and time of the email sending as well as the name of the email and the document status.