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Invoice Creation and Distribution

Create, Review, and Finalize
- It's that Simple

Invoices can be created automatically during the contract creation process.

At the click of a button all invoices can be created automatically based on contract data.

Review the invoices with the capability to manually edit, if preferred

Finalize and Approve

Invoices can be automatically sent to customers on the scheduled issue date, or can be queued for approval prior to sending.

Simply Invoice creation

Automatically based on contract criteria

Or

Manually created by Accounting team

Validation and Sanity check to ensure accuracy.

Invoices can be sent to customers individually, in batches, or on a scheduled cycle.

All activities associated with invoices sent to customers is tracked and reported in the invoice Log Activities section.

Key Benefits:

Customer invoices are generated instantly and accurately when the contract is created.
You can also manually create and edit invoices to fit any terms.
Send invoices instantly or automate billing processes, and schedule recurring invoices. Efficiently manage subscription-based services or contracts with periodic billing cycles.
Track email invoice activities, such as: sending date, receipt confirmation, open/read status, and internal forwarding by the customer.
Reducing the delay in creating and issuing invoices can lead to faster receipt of payments.