Sales Management module
Your quotes and invoices, in your company's own style
From quote to payment, with no re-entry — and your sales flow into your accounts by themselves.
A module included in your SAMIFISC Client Portal: your team runs it day to day, the firm supervises and validates — with no re-entry between you and your accounts.
What the module lets you do
- Quotes, purchase orders, delivery notes, invoices and credit notes — automatic, continuous numbering
- One-click conversion: quote → order → delivery → invoice
- Customer records and a catalogue of products and services (prices, VAT)
- Recurring invoices (subscriptions, rent) issued automatically
- PDFs in your own look: logo, header and footer, amount in words
- Sending by e-mail from the application, tracking of payments and collections
- Sales dashboard: revenue, outstanding amounts, unpaid invoices
- Handover to the firm: each invoice suggests its accounting entry, with no re-entry