The set is designed for bulk invoicing. It allows you to switch from manual processing of each invoice to a fully automated process. Invoices can be automatically printed on a printer or simply exported to electronic format (ISDOC or PDF) and sent by e-mail.
Firstly, the process of document processing is defined; in the optimal case, the invoice sales representative only prepares and stores the document in the information system. Then the person responsible for processing the outbound invoices of the entire business will initiate their bulk processing, which will be done for each invoice according to the specific method of communication with the particular company.
After installing the package, a new “processing status” item will be added to the Invoices issued agenda. The operator can select a filter to display all the unprocessed invoices and press the Print / Send button to run their automated processing. Subsequently, all invoices will be processed. Either by printing an invoice and creating an entry in the Sent Mail module or by exporting it to an ISDOC or PDF electronic format with the creation of a record in the Sent Items e-mail.
In the system, after processing each invoice, the method used for sending the invoice is entered and the invoice is distinguished in color from the unprocessed documents.
All businesses that regularly issue a larger number of invoices. For example, business companies, insurance companies, energy suppliers, telecommunication and other services.