Workbooks Overview - Invoicing and Cash Collection

Workbooks Overview - Invoicing and Cash Collection

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Invoicing and Cash Collection

Workbooks Business helps to close the window between receipt of order and receipt of cash by standardizing processes for billing and of cash collection. The solution eases the burden of raising invoices and cash collection by providing a platform for:

• Press-button invoice creation that converts sales quotes or sales orders into invoices.
• Created as PDF files in your company style which can be either printed or emailed directly from Workbooks.
• Statement creation and distribution, for customer accounts teams.
• All records are stored securely in Workbooks for accurate customer history.
• Creating credit notes and managing accounting adjustments within your company's approval framework.
• Allocating cash received against invoices to ensure accurate customer account management using 'open item' reporting.
• Improving credit control by highlighting outstanding debt.
• Real-time aged debt reporting.
• Tracking all activities around cash collection for a real-time view of account status.