Flexible Invoicing to suit your business

Sales Invoicing

This module is widely used by companies who issue an invoice or a delivery docket at a trade counter or operate a delivery van system. When a delivery docket or invoice is produced, your stock is depleted accordingly and the docket is printed in your required format. Careful design of your invoice layout portrays a professional image for your company.

There are three different invoice options in this module:

Direct Invoicing
Batch Invoicing
Advice Notes

Direct Invoicing

Where invoices are produced and sent with the goods, the 'Direct Invoicing' option is the obvious choice. A point worth noting here, is that these are then posted 'real time' to your customers' accounts and cannot be easily edited or deleted without going through the proper process.

All invoicing options take customer prices and discounts into consideration when displaying a price. The system naturally looks to see if a special price exists for that customer or for that Product before returning to the 'Product File' to extract the list price for that product.

Through clever and innovative form design, customer's can receive a professional looking invoice. Direct invoicing ensures your stock is kept up to date at all times.

Batch Invoicing

In some businesses, such as Courier or Transport Enterprises, there will be multiple single line transactions in a given period. Intact allows these to be entered in the system individually and an invoice can be produced encompassing all the transactions. They will be displayed as an 'Unbilled' amount on the customer ledger cards.

This has proven to be a most useful and unique feature for many Intact customers.

Advice Notes

Advice notes are used in many Trade Counter Applications where a docket is produced to go with the goods. The content of these dockets are checked and verified before posting a batch of invoices. This method replaces the old 'Docket Book' operation and gives the users an opportunity to check prices, products and quantities before posting the docket as an invoice.

There are many additional features associated with 'Advice Notes' including the ability to identify un-priced or free of charge items. These dockets are automatically put on hold and cannot be posted as invoices until the fields are verified.

There is also an option on each customer record to send a single invoice for multiple advice notes - i.e. a customer receives daily deliveries but only wants a single invoice per week / month.

Also available within Intact - 'Monthly Invoicing' and 'Repeat Invoicing'. Contact us for more details

Case Study

National Agrochemical Distributors (NAD)

Intact

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