Business Builder™ provides a full featured, yet simple to use Invoice Manager which makes the raising and distribution of invoices a quick and simple task.

You can find more information on the accounting facilities that Business Builder™ provides.

The Invoice Manager
The Invoice Manager allows you to view all invoices relating to the Contact that you are currently viewing. Invoices can be raised automatically from the Order Manager, or can be created manually by adding items to the Invoice.

The Invoice Manager show all items on each invoice, within sections if sections have been specified for the different items. The Invoice Total and Balance Due are also displayed.

The Transaction Manager shows all the Transactions that have been made against the invoice being viewed, including payments received (cash, cheque, standing order etc.), credit notes, and refunds.

The integration with the Order Manager means that should an item be cancelled or removed from an Order after it has been invoiced, then the necessary Credit Notes (and Refunds if the item has already been paid for) will be created automatically for you.

Emailing Invoices
Invoices can easily be emailed to a contact. By using the Contact's details from the Contact Manager, and combining this with Business Builder´s™ Email Template utilities, emails can be created with the Invoice documents attached at the click of a button, with no further typing of information required.

Integration with the Document Manager means that emails that are sent can automatically be stored with all other documents that have been sent to or received from a Contact.

Printing Invoices
Invoice Document layouts can be defined using the in-built [ Report Manager ], enabling any layout, including pictures and business logos.

Addresses are automatically formatted according to the address information, the country of the contact, and the address formatting information that is specified.

Invoice formats can be specified to use the Sections of an invoice, and include sectional totals, as well as grand invoice totals.

Receipted invoices can also be produced by including payments received against the invoice, and the outstanding Balance Due.

Any invoice that can be printed can be emailed also.

Chasing debts
The Debt Manager within Business Builder™ allows you to easily identify invoices that are late for payment.

The Debt Manager enables you to print and email payment chasers with details relating to the invoices that are overdue for payment, and this can all be completed with a couple of button clicks.

You can enter notes against each debt within the debt ledger, so that when it is time to send further chasers, notes are immediately available to view to remind you of any specific circumstances, e.g. "Mr Jones 'phoned to say he would send the cheque today."

The Debt Ledger will also maintain the number of chasers that have been sent to a contact.

Integration with the [ Document Manager ] means that all documentation and chasers sent to a contact will automatically be stored in the Document Manager.

You can find more information on the [ accounting facilities ] that Business Builder™ provides.

Payment Reminders
Payment reminders can easily be emailed to a contact, or printed for posting. By using the Contact's details from the Contact Manager, and combining this with Business Builder´s™ Email Template utilities, emails can be created with the information attached at the click of a button, with no further typing of information required.

Integration with the [ Document Manager ] means that payment reminders that are sent can automatically be stored with all other documents that have been sent to or received from a Contact.

Business Management Software - FREE!

We will soon be releasing a FREE version of Business Builder. Find out more about our limited free licences.

	Contact Management Prospect/Client Database
	CRM Maintain Client Relationships
	Order Manager Process and Track Client Orders
	Invoicing Raise Invoices/Chase Debts
	Accounts Profit/Loss, VAT Returns and more...
	Document Manager Centralised document storage
	Reporting Report Manager

"Business Builder™ offers you a saving of time and money providing you with a cost-saving integrated business solution."

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