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Invoices Management

 Prosoft CRM
  • Invoice can be created easily by using ‘Post Shipment & Invoice’
  • You can see status of the Invoice.
  • When Invoice is created, Opportunity will be ‘Closed Won’ (100%) automatically.
  • Job and territory can be specified in Invoice and can used in analytic reports.
  • Customer address and shipment place can be changed in menu ‘Invoice’.
  • Invoice form can be printed from system or you can create your own form.
  • Activities, related to the Invoice, can be saved and its history is also saved.
  • Notes and files, which are related to Invoice, can be saved and attached.