Invoicing

Invoicing with FileMaker PRO and BusinessMan is simple, with the information from the Sale Order being automatically transferred to the invoice at the push of a button. Blank invoices can also be created directly from the customer if you need to bypass the SOP (Sales Order Process) system.

Part/Complete Invoicing
Filters & Reports
Export Invoices to Accounts/Excel
Export Invoice & Credits together
Reconile with Sale Orders
Sage/Quickbooks Integration
Credit Notes
Multi-currency
Nominal Codes & Discounts

Summary

Invoices can be sent directly to the customer by email as a PDF. Customer statements are easily produced from the customer part of the Financial area. Payments can be made from the customer, which indicates the status of the customer account.

Split payments may be entered against each customer if required. Invoice data can be exported for use within an accounting system. Invoices can be modified right up until they are exported to the accounting system. Sales reports are simple to produce and you can choose to represent those figures with a colourful chart.

Enter your currency into the system set-up. This will then configure BusinessMan and will be propogated throughout the system - For example GBP, EUR, USD, CAD, AUS, YEN.

Credit Notes

BusinessMan accomodates credit and credit notes easily within the Invoicing Module.

View credits not in account system
Search credits by date range
View all open credit notes

Features

Preview & Print Invoice
Email Invoice (PDF)
Credit Invoice
Delete Invoice
Find Invoice
Invoice Templates
Invoice Notes
View Order detail
View Open Invoices
View Invoices by Date Range
View Invoices Not in Accounts System
View Outstanding Invoices
Invoice Terms & Conditions
Preview & Print Credit Note
List/Find Credit Notes
Full mutli-currency capability

Related Modules

Also see:

PDF Example

Click the link below to open a PDF example of an invoice (requires Adobe Reader - Free):

pdf Invoice Number 55007294 For Gelak Associates Inc.pdf

Screen shots

Invoicing List

Display all invoices between date ranges, all invoices not in your accounts system, open invoices and outstanding invoices. Select to view cancelled and/or completed invoices. Clicking the blue button on the invoice line will take the user to the invoice detail.

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Invoice Detail

Click the Order tab to see what was placed at what point of the order. Email a PDF of the invoice to the contact at the click of a button. Go straight to the customer or order with one click.

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Credit Note Listing

View credit notes by date range and a summary of the credit value.

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Credit Note Detail

View credit note detail. Preview, print and email the credit note.

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Invoicing Overview

We will now move to the invoicing section the first view is of open Invoices. These invoices have not yet been completed and remain in the open state until they have been set to complete.

Under the main invoice listing tab, there are four additional tabs showing invoices of various status, including those that remain outstanding. Colour coding again assists in the immediate recognition of the current invoice status.

As with other parts of the system selecting the blue button to the left of each record in the list, will take you directly to the invoice detail.

Moving to the credit note area by selected the credit note button on the top menu, similar functionality is available.

Help

BusinessMan dedicated help center:

Create an Invoice

Computech IT Services Ltd are certified FileMaker Pro Software Developers and are a member of the FileMaker Business Alliance. BusinessMan is a complete Business Management solution incorporating CRM Software, FileMaker Scheduling and booking software, FileMaker timesheet and Job management software, FileMaker Templates and Order processing software for your business. BusinessMan is your only complete Business Software for Mac and Windows.