Subscription services without manual invoices
A service company works with clients under contracts with monthly payment, and at the start of every month managers issue dozens of identical invoices by hand.
Steps
- 1
A recurring invoice is set up for each client: lines from the catalog, amount, VAT and a monthly schedule.
- 2
On the right day the CRM creates the invoice by itself with a number by the company mask.
- 3
The client gets a link and pays the invoice with a card or a banking app through the connected gateway.
- 4
The payment is marked automatically, and unpaid invoices are visible on the deadline board.
Result
Invoices go out on time without the manager, receivables are visible at once, and the team works on new sales instead of sending invoices.
Features used
- Recurring invoices and dealsInvoices and deals created on a schedule by themselves: daily, weekly, monthly or yearly.
- Product and service catalogOne directory of products and services with categories, prices and sales statistics.
- Online payment and receiptsGateways in five countries, your own gateway by API, cryptocurrency and fiscal receipts.
- Documents and templatesSix design themes, your own HTML, PDF printing, numbering and a link on your domain.
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Өтінім қалдырыңыз: маман 15 минут ішінде хабарласып, CRM-ді бизнесіңізге баптауға көмектеседі.