Module "Invoices"

Description

The VisionR module "Invoices" is used to manage incoming and outgoing invoices. Payments are attached to the invoices. Payment status and payment targets are easy to track. There is a payment reminder, which generates printable layout or e-mail notification. Invoices can be attached to online orders, projects, private persons or companies.

Functional overview

• management of incoming and outgoing invoices
• incoming and outgoing payments
• payment reminders
• usage for multiple company units in different locations and in different languages
• link to budgets and costs
• invoice grouping by customer / vendor / project
• management of bank accounts

Technical details

• all invoice, payment and reminder properties can be adjusted to the customer's needs
• layout changes are possible
• automatically generated e-mails on status changes (status tracking)
• complete internationalisation

User roles

• Normal user
  has read access to it's own invoices
• Invoice administrator
  can change invoice and payment reminder data
• Payment administrator
  can change payment data
• Administrator
  can change all invoice data

Options

• Payment reminders as e-mail notification
• Invoices as attachment to orders, contracts or projects
• Interface for automatic generation of bank transfers

References to other VisionR modules

• Contacts
• Projects
• Contracts
• Maintenance
• Orders
• Helpdesk
• Reservations
• Online shops
• Warehouses