Invoice as soon as the order is won
Deal won, invoice created, accounting informed.
The problem
Days often pass between a won order and the invoice, because the data is transferred to the accounting software by hand.
When a deal is won, the workflow starts.
Customer, address and line items are transferred to the accounting software, for example lexoffice or sevDesk.
A draft invoice is created there with the correct tax rates.
The responsible person receives a link for approval.
What matters when building it
A workflow is only finished once the special cases have been considered. These are the typical pitfalls, and this is how we solve them.
- Partial invoicesFor down payments, a payment plan is created instead of an invoice.
- Tax ratesStored per product, never guessed.
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File receipts automatically from your inbox
Incoming invoices reach accounting without any searching.
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Friendly payment reminder, automatically
Open invoices are chased before it gets awkward.
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Website enquiries straight into the CRM
Every enquiry lands in Pipedrive as a deal straight away, with a confirmation sent.
The time given is a typical guide. What is possible for you, we clarify in the initial call.
