Invoice Management
With Team Traq’s Invoice Management you can manage all processes more effectively and thus save a lot of time and money. What’s more, you can send out customized invoices easily too. Besides, you can easily make sure you get paid on time, without losing track of overdue payments.
Reduces Errors and Disputes
Any process done by a human is prone to human errors. Errors delay the payment process. They can also spoil relationships with clients. Invoicing errors and disputes can also result in large losses of time and money. Team Traq’s Invoice Management module calculates the total amount and prevent errors. It adds the taxes and helps ensure that the right client is billed.
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Comprehensive Cloud Storage
Everything is automatically saved and stored in the cloud. Never worry about losing invoices or client data. No email problems or computer crashing issues either. Simply log in and everything you need to start billing your clients is right at your fingertips.
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Reinforces Brand Identity
Team Traq’s Invoice Management solution can reinforce your brand’s identity. Add your logo, color scheme, and fonts to your invoices, receipts and quotes. You will also be able to upsell new products or services. Just link to a piece of content that can help the client solve an additional issue. It may seem trivial, but these aspects enhance your brand.
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Simpler Auditing
Team Traq’s cloud invoicing solution allows you to save everything. Your estimates, invoices, expense receipts, and related documents are online and in one dashboard. This dashboard makes it simple and faster to analyze financial reports. During tax season you can easily determine any eligible tax deductions.
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Our Advantages
Optimize productivity by making your business processes systematic, simple, and timely.
Customised
Create and send customized sales, prepayment and credit invoices, and quotes.
Recurring
Reduce monthly billing time by setting up recurring payments
Reminders
Automatically send payment reminders – and get paid faster.
Comprehensive
Get a comprehensive overview of each client’s or project’s profitability.
Real-Time
Watch all critical information on a real-time dashboard: sent invoices, estimated monthly revenue, etc.
Compatible
Work on any device – computer, tablet, or mobile.
Simple and Speedy
With Team Traq’s Invoice Management module all client information is saved in the cloud. All details including the client’s name and address, payment terms, and preferred payment method are saved.
You just have to log into your account and choose the client you want to invoice. Thus, online invoicing not only speeds up the entire payment process, it’s also very user-friendly.
Save Cost
When you factor in the time required to
create, send, and process each company
invoice along with the costs associated with paper,
ink, and postage you understand why online
invoicing is best.
What you get
with Invoice Management
Salient Features
Invoice Management
- Workflow-driven invoice authoring and generation, it supports auto-approval, one-level and two-level approval workflows
- Supports various taxation systems like Indian-GST, VAT, ‘No-Tax’
- Supports invoice template customizations like: logo, payment terms, also add bank details and more
Estimates/Proforma Invoice Authoring
- Allows you to share the estimated bill of material with customers
- Customers know approximate costs before entering a purchase/contract
Credit Notes
- Add and email credit notes to clients easily, ensure smooth price settlements and client retention
Customer Master
- Linking with CRM means you can easily track which customers made purchases
Item Master
- Lets you track items/services you sell along with tax rate and per unit rate with type of unit
Why I say old chap that is spiffing lavatory chip shop gosh off his nut.!
