Invoice & Finance Personalise, set and send! Create your own invoice template by adding your logo and information. Add contact information from the CRM system, so there’s no need to type information twice. Pre-set standard products or services with...
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Invoice & Finance Personalise, set and send! Create your own invoice template by adding your logo and information. Add contact information from the CRM system, so there’s no need to type information twice. Pre-set standard products or services with corresponding prices so you only have to select them to make the invoice or the credit note complete! Send out the invoice or the credit note by email with a personalised message or print it to send it by mail. If you have recurring invoices you can pre- set them and they will be sent automatically. Send an estimate to a customer and convert it to an invoice when you come to an agreement. 1 Gain insight into your expenses Keep track of your expenses to gain insight into your financial budget. Use this information to make informed purchase or investment decisions. Manage recurring expenses like rent, loans, marketing expenses and general office costs. In addition, gain insight in the expenses per supplier and cost category. Using these insigh
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