Everything starts with invoicing
Invoicing is the most important feature in finance since it consists of your income and revenue – it’s as simple as that. However, companies often use spreadsheets and other fragmented tools that take up a lot of time and effort.
Invoicing with Heeros PSA Software is easy and automated, so you can fully focus on other business critical activities instead of rotating different invoices and accounting tasks.
Technicalities of an invoice
An invoice has to follow certain technicalities and it must include the following information.
When you create your invoice step by step with Heeros PSA, you can be sure that it contains all the needed information.
- A mention that this is an invoice
- Invoice specific identification number
- Sales contact information
- Buyer contact information
- Delivery and due dates of the invoice
- Taxing, tax percentage and the total amount
- Sorting of the costs. Unit price and the number of units. If you are invoicing a service you can report your hourly fee and the number of used work hours. You should also mention other expenses such as delivery fees
- Possible quotes and proposals
- The total cost
- Method of payment
- Sales information
Heeros PSA Software also makes it possible to perform scheduled invoices. If you have clients with monthly invoicing contracts you can automate the invoicing with scheduled, continuous invoices.