LINK YOUR ORDERS AND YOUR INVOICES
There should be no grey area between the two. Start drafting your Invoices through LetsInvoice and let the bond become clearer. You will be able to see a document trail from Quotation through to Invoice. You can use order tracking reports showing where the Order is in the process, how long it has been there, and who is responsible for it.
MORE FEATURES TO KEEP YOU ON THE GO
Access inventory images and print catelogues
You can show your inventory picture while you process your Customer’s Documents. You can also print a Picture Catalogue.
Set recurring invoices
You can create recurring Invoices which occur at different dates in the month, or at various monthly intervals, such as every 3 or 6 months.
Unique invoices and customer documents
Letsinvoice can print different Invoice styles for selected customers, if necessary. You can capture Additional Notes per Customer which can be stored on the Unique Customer Document.
Measure your products
The flat glass industry can capture the length and width of the item, showing the square metres.
Calculate your selling price
Enter the Cost Price per line and capture a percentage markup column to calculate the Selling Price while Invoicing.
Stay ahead of your stock outs
If you are in the catering or hiring business, keep your stock updated by making sure it gets collected and delivered on time. You can Capture Delivery, Function, and Collection Dates/Times as well as report on available stock.
WHAT TO EXPECT
Processing Screen for the Flat Glass Industry
Sales Order showing columns for length and width
Processing a Job Card with Items that can be linked to a Quotation, Sales Order or Invoice
Set up Stations and Operators, then, track each line of your Sales Orders via the Order Tracking interface. Priority, which is selected at the time of processing, is shown by different colours.
FREQUENTLY ASKED QUESTIONS
Is the system multi user?
Yes, it is. LetsInvoice reads the User information from Sage Pastel as well as the access permissions set up for each User.
What about the layout of the documents? Must they be redesigned?
No. LetsInvoice uses the layouts as saved in the Sage Pastel Forms Designer.
Will I have access to the Quotations and Sales Orders processed via LetsInvoice, in Sage Pastel?
No. This is because the module allows for customisation of additional columns and information not available in Sage Pastel. However, once the Invoice has been updated, it will be accessible for reprinting and will appear on the customer’s Statement and Ledger.
Can I have LetsInvoice and Sage Pastel open at the same time?
Yes, you can. It will not use an additional license, provided you use the same password in both systems.
Is there a way to force operators to enter certain fields before saving a document?
Yes, you can set this up for each document type. This is a global setting and all users will have to comply.