CRM Sales Invoice And Billing Management

Automated invoice and bill generation.

Invoice And Billing Management

Invoice management tool will help you to manage your actual invoice which will be generated as per Quotation only if it is finalized. Organisations can quickly automate the entire invoice process while collecting all the relevant data and approvals along the way.

Create

Create invoices either directly adding up customer information such as address and contact details or from finalized quotations, invoice system is thoroughly integrated with quotation system. The contact could be a new contact or a contact from contact database.

Update/ Edit quotations

Revisions of created invoices are allowed. When done, you can send the invoice directly to the client's email address from your CRM, save the invoice as a PDF file, and even print it out right from your web browser. Stores Invoice in a secured Cloud Environment with advance search feature and active history. Enhance invoice approval and allocation.

Customize

Customize header, footer details along with tax details. Here add your business information and business logo. Create invoices from anywhere and boost productivity and revenue by automating routing and approval

Approvals

With DivyaCloud CRM, an organisation’s invoice management process is easy. And, it’s available on 24*7, allowing you to conveniently track, review, approve or reject invoices anywhere with PC and internet.

Alert

Set alerts and reminders for invoice due dates and bills receievable Pop ups, emails and notifacations would be shown for the same.