8. Bill Your Jobs Accurately and Timely with Teamogy.
Timely and accurate invoicing is crucial for everyone who wants to run a profitable business and meet their obligations on time. Late job invoicing, unauthorized billing, unapproved hours by the client, or complicated, or even forgotten invoicing can have disastrous consequences for any agency.
What can Teamogy help to sort out in your agency?
Overview of all jobs ready for billing – nothing will be forgotten.
Issuing a client invoice with a single click – it is done so easily.
Automatically completed data on the invoice (billing address, due date, amounts) – the invoice will be correct and accurate.
Internal approval of issued invoice – unapproved invoices will not leave the agency.
A specific example: Let’s issue invoice from a finished job.
- 1. Creating an invoice from a job
- 2. Completion and control of the invoice
- 3. Approval of the invoice before it is sent to the client
- 4. You can see the billing directly in the job
At any time, you have an overview of jobs, their status, and date of delivery.
The selected job can be billed to the client with a single click.
The invoice is completed automatically based on approved sales quotation, including entered billing address and due date.
Every invoice can be modified before the final version is sent to the client.
Before sending the invoice to the client, it’s appropriate to have it checked and approved by the responsible person. No matter if it’s the direct supervisor of the job, an accountant, or the company owner.
After the invoice is approved, you can print the invoice and send it to the client.
For effective job and agency management, it’s important to have a constant overview of the cash flow.
The issued invoice and its value are immediately visible in the job, as well as all related reports.
The agency report is up to date at all times.
How to try everything directly in the system
Select a job you wish to invoice. Open it and issue the invoice. Modify the invoice – add text, change the item prices, etc.
Print the invoice as a PDF document – it contains your header, logo, and all financial data.
After any modifications, look back at the job, and you’ll see that the numbers in the job have changed and at the same time, there is a new invoice among the documents.
A detailed manual can be found here:
How to issue Invoice from Job.
How to work with Sales invoice.
Get in Touch
If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will get prompt reply.