BizConnext › 360Connext › Features › Sales documents
From quotation to receipt in one place — send customers a link
Quotations, invoices / tax invoices, receipts, credit and debit notes in one chain. Customers view, sign the quotation and attach the payment slip through a link. Every document is posted for you.
- Quotations
- Invoices / tax invoices
- Receipts
- Credit / debit notes
- Customer links
Sound familiar?
- Quotations in Word, then the invoice typed again — the numbers drift
- No idea which invoices are overdue without opening each file
- Customers send slips in chat and accounting has to find them
360Connext turns an accepted quotation into an invoice in one click, shows receivables and overdue invoices on one page, and takes slips through the document link.
The money to collect on one page
Total receivables, overdue amounts and quotations waiting for an answer; below, every document with its due date and status.
- Overdue invoices in red with the days
- Filter by document type and status
- Search by number or customer
Every document follows from the last
From an accepted quotation, open the invoice at once; record the payment and the system issues the receipt and posts it.
- Send a link to view and download the PDF
- Customers sign the quotation through the link (optionally after an e-mail code)
- Withholding tax recorded at payment
How it works
- 1Add customers and itemsOnce, reused on every document
- 2Issue a quotation and send the linkThe customer views and accepts it there
- 3Invoice and record paymentReceipts and postings follow
Questions
Are the tax invoices e-Tax Invoices?
Not yet. Documents are PDF files and links; they are not submitted to the Revenue Department as e-Tax Invoice & e-Receipt.
Does the customer need an account to open the link?
No. For more safety you can ask the customer to confirm with a code by e-mail before signing.
Can I issue credit notes?
Yes, credit and debit notes from issued invoices; returned goods go back into stock.
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