Invoicing
ClickHQ provides a very flexible structure which allows orders to be made up, quotes to be generated and invoices sent for any product or service that is required without the need for double entry. Create invoices in one click and either send by email direct from ClickHQ or print and post.
ClickHQ generates invoices and pro forma invoices as PDF documents and sends them direct to customers from the system by traceable email. Copy invoices can be generated and emailed in one click and once sent invoice totals are added to the customer account ledger.
ClickHQ, on request, generates an export file so that all billing data can be imported into Sage or other accounting packages meaning data does not have to be entered more than once.
The ClickHQ invoicing system allows products and services to be invoiced:
- As one off or recurring
- By payment frequency - daily, weekly, monthly annually, etc...
- As payable in advance or arrears
- By minimum contract length or until cancelled
- By VAT rate
- By default prices
- By multiple tariffs for different customer groups
- With special offers
- With fixed delivery charges or based on weight or dimensions or with postcode surcharges
- By nominal code for export to accounting systems such as Sage
- As back dated to previous dates
Invoices can be tailored with logos, notes boxes, DD collection notices and more.
