Billing
From the booked hour to the paid invoice in QUANTICAL.ERP - billing types in the project, invoice run, receivables, dispatch with timesheets, cancellation, credit notes and intercompany settlement.
Billing turns the booked hours into invoices without anyone retyping numbers. The project defines how it is billed, the invoice run creates the invoices of a month in one click, and the invoice list keeps the receivables in view until payment. Whoever sends by e-mail gets the signed timesheet attached right away.
Master data for billing
Invoice issuer, client, invoice texts and number ranges before the first invoice run.
Billing types in the project
Single, group and collective invoice, credit note, billing process, invoice file and timesheet requirement.
Create invoices
The invoice run for a month: preview, options, confirmation and the finished PDF.
Manage invoices and receivables
Status from Created to Paid, overdue invoices, editing, locking and resetting.
Send invoices by e-mail
Connect the mailbox, review drafts and attach timesheets automatically.
Cancellation and correction
Take back a sent invoice and issue a corrected one if needed.
Credit notes
Bill projects in the self-billing procedure and track the credit notes.
Intercompany settlement (ILV)
Settle revenue between the companies of one organisation.
Which timesheets are in before the invoice run you check in the Invoice Preparation tab, see Check timesheets.
Utilisation and budget
Measure employee utilisation, check the realised hourly rate and evaluate budgets per project and client - the key figures in QUANTICAL.ERP controlling.
Master data for billing
What has to be in place in QUANTICAL.ERP before the first invoice run - invoice issuer with bank details, client with billing e-mail, invoice texts and number ranges.