Manage your invoices easily in APRO CRM. To issue an invoice right from contact profile, just add the items from the list of objects to it, specify the quantity you need, leave a short comment, if necessary, — and get your invoice ready to be printed or emailed to the client. Alternatively, you can create invoices from deal profiles: the budget of the deal and the objects related to it will appear in the invoice automatically. Once the payment is received, you can mark the invoice as paid.
Make your payments from the CRM to simplify the financial reporting and issue balance sheets right from the system. All your payment history is automatically logged in the system.
Account transactions, outstanding and current balance can be displayed both daily and for the moment in question.
All the events involving any company user can be found in “Transactions history”.
API allows associating the CRM with any external payment service and getting the data from it right in the system.
Q & A
Where do I search for the issued invoices?
All the invoices are stored in a special menu section and can be filtered by initiator, creation date, payment status, etc. All the payment history of a client, including the invoices, can also be found in contact profile.
Can I modify the format of invoice template?
Yes, you can do it in the administration panel.
Can the system set a callback task to the deal supervisor automatically, if the client has a week payment delay?
Yes, all you need to do is just enable the relevant business process from our library of business processes. You can also modify this process according to your company sales department specifics.
APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system