Invoicing fully integrated with project- and time management

Invoice your customers and boost your project margins

  • Time, mileage, expenses and materiale use can easily be added the invoice
  • Rates of payment – fixed amount or by spent expenditure
  • Design your own layout for the invoices
  • Invoicing is fully integrated with project management and time registration
  • Invoicing reports in real time
  • Offers- and order module

Project invoicing online

The finance module in EazyProject offers creation of offers, orders and invoices through the Internet.

There is a red thread through the system from the beginning of the project to approval and invoicing of time registrations, mileage and expenses.

 

E-invoicing

It is also possible to use EazyProjects finance module to send e-invoices. It is easy to set up and you will continually receive a status on the invoice – also when it has been opened by the receiver.

Offers and orders

The finance module in EazyProject can handle offers and orders in a whole new and intuitive way.

  • Quick overview of open offers
  • Offers and orders integrated in EazyProject CRM
  • Orders are transferred to invoice drafts with one click
  • Pipeline can be added to an offer by EazyProject CRM

Multi company

  • Multi company with currency support
  • Each company has own invoice layout
  • Each company has own number range
  • Supports different sales taxes
  • Supports different project currencies
  • Multi company exports and integrations

Supports iPad

EazyProjects finance graphs are adjusted to the newest tablets on the market, including iPad.
Finance graphs are shown in perfect format on tablets.

Printable

All finance graphs are shown as images and are therefore possible to print, copy or save.

  • 12 months sales with comparison
  • 12 months sales accumulated
  • 12 months sales divided in product groups
  • Top 25 customers with comparison
  • Top 25 invoice responsible divided in product groups
  • Top 25 invoice responsible
  • Top 10 products
  • Sale per product group per year

Finance graphs

EazyProject provides informational finance graphs which can be shown and printed in a few clicks.

All graphs are presented in nice colors and can easily be copied to Word, Powerpoint and the like.

Subscription management

EazyProject contains a simple and user friendly module for managing service plans and subscriptions.

  • Online management of subscriptions and service plans.
  • Auto-create new orders according to subscriptions
  • Repeat automatically every day, week or month
  • Create different service intervals on the same customer

Service plans and subscriptions

Service plans are typically used for customers who have to be invoiced in fixed intervals (every 3 months, every year and so on). They can fx be used for managing service visits, subscriptions and maintenance contracts.

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Jan Rasmussen CapaSystems A/S

"The possibility of having a complete overview of all consultant activity on a given customer by a few click makes the invoicing process a lot easier than before"

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