Sales & Billing (web-enabled)
Web-based data capture of the billing process
Sales & Billing
For many companies the sales and billing process is distributed throughout the organisation. The web portal allows data capture for the billing process, integrating with the appropriate source data and implementing controls at every step, to make this quick, efficient and accurate.
Sales Invoicing and Estimating
For some organisations, an additional level of control in the creation of estimates, sales orders and invoices would bring significant benefit as long as the resulting process is streamlined and efficient. Similarly to purchasing, sales processes vary widely in every organisation. As a result any software solution needs to have ultimate flexibility coupled with excellent controls to ensure the smooth running of the operation.
Fee Notes / Sales Requests
Within the web portal, any number of fee note / sales request templates can be created. These templates can be configured to match any sales process within an organisation. They can have independent rules for the data capture required, route through the organisation and associated authorisations required. Depending on whether you have a centralised or distributed invoicing function, the Sales & Billing module can be set up to match your requirements. Credit Notes can also be requested, created and approved through the web portal. As with other sales requests they can have different processing and sign off procedures.
Authorisation
Authorisation of sales requests can be set up if required to multiple levels. Methods supported include department, project-based, and value-based rules, including the ability to reference and check appropriate budgets. Throughout the authorisation process, individuals can review the status of their sales requests and be automatically alerted to any change that requires action. Once approved, sales order documentation can be produced either within the web portal or the core system.
