Invoicing

Finance Pro+ Invoicing enhances customer service by shifting your approach from reactive to proactive.

M&T Performance Group > Solutions > ERP Software (Finance Pro+) > Invoicing

The Benefits of the Integrated Finance Pro+ Invoicing Module

Automate and Increase Efficiency

Accelerate Order Processing: Automate the management of customer orders from receipt to delivery. Reduce delays, eliminate manual errors, and improve customer satisfaction.
Simplify Invoicing: Automatically generate invoices from orders. Ensure fast and accurate billing with minimal effort.

Create Customized Quotes with the Quotation Configurator

Quickly Configure Your Offers: With the quotation configurator, create tailor-made offers in just a few clicks. Customize each quote based on the client’s specific needs, including product options, costs, and delivery times.
Generate Accurate and Attractive Quotes: Automate the creation of detailed and professional quotes, ready to be sent directly to clients. Increase your chances of closing sales by providing personalized and competitive proposals.

Transform Orders into Sales

Quickly Convert Accepted Quotes: Once a quote is accepted by the client, transform it into an order with a single click. This seamless process ensures a swift and efficient transition from sales to production.
Synchronize Orders with Production: Integrate new orders directly into your production and inventory schedules to ensure that the necessary materials and resources are available at the right time.

Accelerate Order Preparation with Barcode Picking

Optimize Picking: Utilize the barcode picking feature to speed up the order preparation process. Quickly scan items to ensure each order is complete and accurate before shipping.
Reduce Picking Errors: With barcode tracking, minimize picking errors and enhance customer satisfaction by delivering orders with precision.

Invoice with Precision and Speed

Generate Invoices Instantly: After shipping products, automatically generate invoices based on the agreed terms with the client. Ensure accurate billing and send invoices without delay.
Track Payments in Real Time: Integrate invoicing with your financial module to monitor payments in real time, send automatic reminders for outstanding invoices, and proactively manage cash flow.

Real-Time Monitoring

Maintain Control of Orders: Gain real-time visibility into order status, from production to delivery.
Manage Inventory Live: Check product availability instantly at the time of the order, reducing the risk of stockouts.

Strengthen Customer Relationships

Offer Personalized Deals: Analyze order history to better understand customer needs and tailor your offers to maximize satisfaction.

Reduce Errors and Ensure Compliance

Eliminate Manual Errors: Automate processes to reduce mistakes in order management and invoicing, minimizing returns and disputes.
Stay Compliant: Ensure that your invoices adhere to local and international regulations by applying the appropriate taxes and generating necessary reports.

Manage Returns and Claims Efficiently

Simplify Returns: Streamline return management by generating credit notes and tracking returned products.
Handle Claims Promptly: Proactively track and resolve customer claims, adjusting invoices as needed to maintain strong customer relationships.

Analyze and Make Informed Decisions

Decode Sales: Generate detailed reports to analyze sales performance, understand market trends, and make strategic decisions based on data.
Monitor Payments: Keep track of payments, manage customer accounts, and effectively follow up on receivables to optimize your cash flow.

Improve Planning and Forecasting

Anticipate Demand: Leverage past order data to forecast future demand, allowing for more accurate production planning.
Synchronize Production: Integrate customer orders with production planning to optimize resource utilization.

Integrate and Harmonize Processes

Create Smooth Workflows: Integrate order management and invoicing with other Finance Pro ERP modules such as inventory, production, and finance. Eliminate information silos and streamline your processes.

Implementing the Finance Pro+ Invoicing module offers significant benefits, including faster quote generation and streamlined customer order tracking. To discover how the Finance Pro+ Invoicing module can transform your invoicing management, contact us today for a free demo!