Welcome to the Exact Product Blog

On this blog we will cover stories from all around the Exact ecosystem.

SalesinvoiceEOL

Improved communication of sales invoices

Written by Jaap Jan de Lange on . Posted in Exact Online

 

 

Getting Sales Invoices paid in full and on time is what makes or breaks a company. Exact Online offers a wide range of possibilities to get a correct sales invoice out. Still we will never stop improving. Processing sales invoices will soon be enhanced with a wide range of new features and simplified UI to make it more efficient to communicate with your customers.

EN2F

 

What?

Below you find an overview of what will be new:

  • Clean up of the number of processing buttons and new simplified user experience.
  • A preview before opting for trial or final processing so you see what is send out.
  • Send invoices to multiple contact persons.
  • Use an alternative email address while processing an invoice.
  • Maintain an invoice layout at processing so you do not need to aboard processing.
  • Add a CC and a BCC to an email to inform additional stakeholders.
  • Subject of the email message in the language of the receiver for better recognition.
  • Edit the invoice date when creating trial invoices.
  • Add attachments to email for reasons of specification or e.g. to add terms and conditions.
  • Send a copy to yourself.
  • Your personal email address instead of the administration email address when sending out invoices so potential questions or remarks find their way back to you easily.
  • Clear information on processing methods and details to verify at a later stage via the sales invoice history.

 

When?

Expected to become general available in Exact Online in March 2014!

 

 

Tags: , ,

Comments (3)

  • Martijn Logtenberg

    |

    Will this functionality also be developed for Exact Globe Next??

    Reply

  • Martijn Logtenberg

    |

    I mean espescially the possibility to add and additional attachment to an invoice, for either specification purposes or for adding the PDF with terms and consitions

    Reply

  • Alexander Kutilov

    |

    This functionality is already supported in Exact Globe Next since Product Update 392. The user has ability to specify a Covering letter layout for invoice, where terms and conditions can be exposed.
    Release Notes are:

    Product Update 392: Support for Covering Letters
    Product Update 397: Covering Letters E-mailed as Image Attachments

    Reply

Leave a comment