Invoice Manager

The Invoice Manager is your one stop to process the invoices for all the sales in your pipeline at your specific billing cycles. It is a two steps wizard. In the first step you select one of your pre-defined Billing Scenarios which sets apart the sales to be invoiced for that scenario amongst all the opportunities in your organization. In the second step you fetch all the sales for the scenario in one click, and proceed to create and process their invoices in another click.

1 2 3 4 5
(Click on the image to zoom in)
  • Invoice Manager
    Select one of the pre-defined Billing Scenarios.
    Click Next to go to the next step
  • Invoice Manager
    Set the Billing Rules values. In this example the billing scenario sales correspond to all Closed/Won opportunities, closed during November 2011, and that were approved for invoicing.
    Click Fetch Opportunities to fetch all the sales for the selected Billing Scenario.
  • Invoice Manager
    The sales fetched for the billing scenario are listed in the table. In this example all the sales closed during November 2011 and that were approved for invoicing are shown. A total of thirty sales.
    The Invoice Status column shows the status of the invoice for each sale. The picture shows the list of sales right after being fetched and before any invoice was created, so the Invoice Status for all sales is Not Done.
  • Invoice Manager
    Select the required billing action: Email, Print, or Create Only for each sale. In this example the Email billing action was selected for all sales so that their invoices are automatically delivered by email to the respective customers as they are created.
    Click Process Invoices to process all the invoices in one go.
  • Invoice Manager
    Once the invoices are processed the Invoice Status for each sale is updated. In this example all the invoices were successfully processed, so the Invoice Status is set to Processed for each one of them.
    The table's Invoice column shows the PDF icon for each sale. Click on the PDF icon to view the PDF version of the invoice.
    When the invoices are automatically delivered, the delivery channel used for each invoice is captured. In this example all invoices were automatically delivered via email to the respective customers.
    It took less than 30 seconds to create and deliver the 30 invoices in this example !
Copyright © 2011 invoices. All Rights Reserved.
invoices and its logo are registered trademarks of Kognoz S.A. Other names used herein may be trademarks of their respective owners.
Kognoz S.A. is a registered company (RUT 215014970016 ) @ Avenida 18 de Julio 959/901, Montevideo, Uruguay.