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Billing Automation (Quotations & Invoices)
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Billing Automation (Quotations & Invoices)
WebCRM4’s Billing Automation application helps in billing customer through online orders and invoices. This helps manage the billing process with greater efficiency saving time and money for your business and increase customer satisfaction.
Billing Automation (Quotations & Invoices)
Key Features
1 Create templates for all the services provided with their price
2 Set currencies to be used in this application
3 User can edit and copy a template for future use
4 Add new associate services and save their information
5 Create new client and save information
6 Create and send quotation to client
7 Add more than one service in quotations
8 Modify the pricing in quotations, set discounts
9 All the quotations can be sent as a PDF file
10 Track pending, closed and deleted quotations
11 Follow up on pending quotations
12 Calculate service tax and TDS
13 Create and send invoice to clients electronically
14 Add more than one service in the Invoice
15 Calculate discounts
16 Add Service tax, PAN number and account number details
17 Track pending, closed and deleted invoices
18 Follow up on pending invoices
19 Generate reports
20 Email notifications
1 Increase revenue, decrease TCO
2 Enhance customer experience
3 Send invoices and quotations in a timely manner
4 Set discounts in invoices and quotations
5 Track and follow up on quotations and invoices
6 Improve cash management
7 Easy to use and fully customizable and scalable
8 All WebCRM4 applications are web-based and accessible anytime and anywhere in the world
  • "WebCRM4 is an advanced software application that works as a comprehensive and one stop solution for all your business development needs"
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  • "This Service is to save your time and ease your procurement process."