Software for billing
Create invoices for your customers quickly and easily online with the projectfacts invoicing software.
More than just billing software
Invoicing is an important, albeit often unpleasant, task. Especially if you are struggling with templates from invoice to invoice or from e-invoice to e-invoice. In most cases, extensive changes are necessary, which take a lot of time.
We have the right solution for you: with projectfacts invoicing software, you can save time and effort by letting the software write your invoices and e-invoices for you. Instead of adapting templates each time, projectfacts collects all the relevant data and automatically enters it into the invoice.
Simply select the customer or the associated project. With projectfacts, invoicing takes just seconds. The software takes a multitude of tasks off your hands:
- Predefined customer address and salutation
- Automatic generation of invoice numbers according to your requirements
- Uniform layout in the style of your company
- Automatically transfer invoice items from the order
- Expense-based billing according to hours worked
- And much more ...
Let our online program do the accounting for you and concentrate on the nicer part of the job: booking sales.
Our billing software: As simple as possible, as flexible as necessary
Service companies in particular have special challenges when it comes to billing, as they offer different types of billing: on a time and material basis or as a fixed price.
Fixed price
Invoice items that always have the same price (e.g. material products/articles).
In projectfacts, you can access a catalog of all your items and simply select the appropriate one. The software automatically transfers the item to the invoice. Quantities and prices can be adjusted as required.
Expense items
Invoice items that are billed individually according to the expenses incurred.
In combination with projectfacts time recording, expense items are no longer a problem. The invoicing software automatically offsets the booked working time against the relevant hourly rates. The result: time-accurate billing with minimal effort.
In addition, different hourly and daily rates often have to be taken into account when invoicing. With the projectfacts invoicing software, you can keep track of this. Simply enter your hourly and daily rates in the system. The software will automatically calculate them for you.
You enjoy full flexibility. Create individual hourly and daily rates for customers, employees or projects and define the billing of night and weekend work, for example.
Your complete workflow in one software: from quotation to invoice
With projectfacts, you can digitize your entire billing process. Starting with the quotation. The same mechanisms that simplify invoicing also apply here. If the customer decides to make a purchase, projectfacts automatically generates an order from the quotation.
The order forms the basis for the customer project as well as for the invoice and e-invoices. All framework conditions and billing rules are automatically adopted for every invoice that you create from the order.
1
Offer
Several quotations may be created in the sales process. The version that is ultimately commissioned can be converted into an order in projectfacts at the touch of a button.
2
Order
The order is the basis for your project work and subsequent invoicing. You can store individual payment plans and billing rules here.
3
Invoice
With the invoice, you automatically bill the customer for either the total amount of the service or a specific installment payment.
Digitize your billing workflow with projectfacts
Are you looking for a solution for your invoicing? Then projectfacts is the right place for you. Get started now with the intelligent invoicing workflow for your company.
Billing rules automatically under control
It is often helpful not to have to write and send invoices manually every time. Instead, you may want to create the invoice automatically at a specific time.
Flexible billing times
With the projectfacts invoicing software, you can create invoices
- on a specific date,
- after a certain period of time or
- after completion of certain tasks
create and send invoices automatically. Recurring invoices in the form of subscriptions or support contracts can also be handled in this way. Simply specify the billing interval and the billing software will take care of everything else for you.
Customized payment terms
Customer-specific invoicing and payment conditions can thus be easily mapped. And so that you don’t have to think about it every time you issue an invoice, the corresponding billing rules are stored centrally with the order.
Many questions – one solution: Online
billing with projectfacts
Document how each order item is to be invoiced. Different requirements can quickly come together within one order.
With projectfacts, you can meet these requirements in no time at all and never forget to create an invoice. You define the framework conditions for payments, billing bases and rules once in the order. If a billing rule is then fulfilled, you are automatically reminded to issue the invoice.
- License costs that must be billed annually.
- Support services that are to be billed on a monthly basis according to time and effort and on the basis of a performance record.
- Different hourly and daily rates for different employees, clients and projects.
- Fixed prices for installations that are incurred once but may only be invoiced on a specific date.
- Partial invoices for an individual service, which are to be invoiced after completion of certain work packages.
Simple billing of project work
With integrated project management, you can turn your order items into sub-projects and work packages. Depending on the degree of completion of the respective projects, projectfacts automatically informs you when you can issue a new invoice.
Settle completed work packages
For example, if a work package that forms the basis for an advance payment is set to “completed”, projectfacts will inform you of this. The system will then inform you that you can issue a new invoice. The billable amount is also displayed.
Billing at the touch of a button
As you have stored all the important information for invoicing in the order, invoicing is done at the touch of a button. projectfacts also makes it easier for you to send invoices directly from the system. You can use text templates for this, which make online invoicing even faster.
Create your invoices digitally and automatically from now on
Invoices generate revenue, but also cost time and money. Optimize your invoicing with a digital solution. The projectfacts software helps you to issue invoices faster and more efficiently.
Write, send and track invoices
In addition to creating and sending invoices and e-invoices, professional invoicing software also includes tracking them. With projectfacts, you can easily keep track of your invoices.
Post incoming payment
Here too, the software does most of the work for you. If you receive a payment for an invoice on your account, you can quickly and easily post the corresponding incoming payment – regardless of whether it is a partial or full amount. Invoices that have already been paid are displayed, as are outstanding invoices
Initiate dunning process
If the payment term expires without receipt of payment, projectfacts supports you in enforcing your invoice. With automated receivables management, you can create payment reminders or dunning letters at the touch of a button. This allows you to keep control of your sales at all times.
Billing at a glance
All in one system
Online billing software – fast, simple and flexible
Billing rules
Easy adoption of all types of billing rules (fixed price/expense items etc.)
Hourly and daily rates
Individual hourly and daily rates for customers, employees and projects
Billing process
Complete billing workflow in one software solution
Reminder function
Automatic notes on invoicing and integrated receivables management
Hourly and daily rates
Individual hourly and daily rates for customers, employees and projects
Own design
Customized layouts for your invoices
Still have questions? We have the right answer!
Give us a call, send us an e-mail or take a look at our FAQ section! We will be happy to answer your questions!
