The release of the CRM 2.0 beta is coming soon!

Automatic Recurring

Make recurring invoicing a little easier with simple automation functions. There are a few different ways to build up the automatic invoicing, depending on your business needs. It is possible to create monthly or annual invoices with the same fees about the same services or products for the customer straight from sales orders.

Other cases might not be as straightforward with variation in services or fees on the invoices. Recurring invoices can also be created automatically based on e.g. working hours or other entries on projects at needed intervals.

In addition to automatic invoice creation – and possibly automatic sending – you can also create automatic reminders about the unpaid invoices for the customers.

Other Features That Might Interest You

Currencies

Work with one or multiple currencies in CRM. Currency exchange rate can be set manual or automatically from the European Central Bank.

Invoicing process

Set up your invoice process according your methods in example divided invoicing, work hour invoices and membership fees.

Take Advantage of the Statistics

Approach the data and sort it, sum it, follow it and send it out from the CRM as wished. No field or information is left behind.