Invoicing Software

   

Invoicing Software

With Invoicing Software you can easily create Invoices and Quotes and track Invoice Payments.

You can easily create free-form quotes or invoices by entering paragraphs of text with a price for each. The sales taxes and totals are calculated for you and the quotes and invoices are created as Microsoft Word documents at the click of a button. All the customer details including name and address are automatically filled in and you can modify the templates in Microsoft Word to use your own logo, wording and fonts etc.

You can also create quotes and invoices by selecting items from a database along with the quantity for each. Items can have a cost price and a sale price so you can easily see the profit per item and the total profit.

Discounts

Discounts can be applied to individual lines of the Quote or Invoice or they can be applied to the entire Quote or Invoice. Discounts can be a percentage of the price or a fixed discount amount.

Example Invoice and Quote using "original" Templates

Amphis Customer comes supplied with 3 sets of Invoice and Quote templates and you can easily edit these using Microsoft Word or create your own. These examples use the "original" templates and a header and footer has been added to each to show the company logo and address details.

Click here to enlarge

Click here to enlarge

Example Invoice and Quote using "formal" Templates

Here is an example free-form Invoice and an example itemized Quote using the "formal" templates.

For the free-form Invoice, the user enters one or more paragraphs and a price for each paragraph. The totals and taxes are automatically calculated and the customer details are automatically added.

For the itemized Quote, the user selects items from a Parts Database and enters a Quantity for each. Discounts can be applied per line or to the entire Invoice. The Default Price and Discount Percent columns are optional. The totals and taxes are automatically calculated and the customer details are automatically added.

Print or Email Quotes and Invoices

You can Print the Quotes and Invoices along with Address Labels or Envelopes. Or you can Email them as Word documents or as PDF files (requires Word 2007 or a later version) at the click of a button.

Invoice Tracking

Invoices are automatically tracked and any Overdue Invoices appear in Red on a Today View where you can access the Customer Record at the click of a button.

Payment Reminders

You can print or Email a Payment Reminder at the click of a button showing the total amount, any payments received and the amount outstanding. You can also generate a Customer Statement showing all Invoices and Payments Received.

More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?

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