CONTACTfile Invoicer (add-on): for the CONTACTfile Pro business user

The CONTACTfile Invoicer add-on gives you a way of quickly generating professional quotations and invoices.

Manage Quotes

Issue quotations or work specifications for consideration by your client.  You can:

• Save your regular prices for products or services within CONTACTfile and use them to quickly price up jobs
• Keep a record of the enquires made by clients, the work you plan to do for them and the products you plan to sell them
• Calculate payment plans with a click of a button and add those to quotes
• Include discounts just as easily

Manage Invoices

Build actual charges made to the client, to commit them to paper, and keep track of when the resulting invoice has been sent and subsequently paid.  You can:

• Build your invoices from previous quotations, or from scratch, using your saved pricing structure
• Fully customise your invoices using Microsoft Word automatic mail merge links
• Record the work you have done by the hour and use this record to build ‘chargeable-hour’ invoices
• Produce invoices at completion or at an end-of-month basis
• Use the same module to confirm the current state of play or report necessary changes
• Create additional invoices for each job when extra charges are incurred
• Be reminded to follow up invoices as payment becomes due
• Produce reminder invoices if payment is not forthcoming

And, of course, to make sure you are confident with using it, we have made a clear user guide(pdf), online help videos and each purchase comes with 3 months email or phone support.