Invoice Additional Info

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Add additional information (e.g. title, contact person, attachment, milestone) to an invoice

US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

US$ 0.00 VAT Excluded

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    Invoice Additional Info

    Add additional information (e.g. title, contact person, attachment, milestone) to an invoice

    US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

    US$ 0.00 VAT Excluded

    Not Available For Sale

      This combination does not exist.

      STORY BEHIND THE FEATURES

      ODOO'S FUNCTIONS

      A standard invoice has numerous fields, making it challenging to locate crucial information, such as its nature and the original signed document.


      CLUEDOO'S FUNCTIONS

      To improve communication between partners and internal users, this Cluedoo module enhances invoices with the following features:

      • Title: Enhances clarity in communication with customers/suppliers by avoiding reliance on unfamiliar or irrelevant document numbers.
      • Attachment: Facilitates tracking of signed invoices and/or customer purchase orders. It also emphasizes the importance of having a contract document for all active sales orders.
      • Archive: Maintains a clean list view by hiding closed sales orders.
      • Order and Invoice Comparison: Tracks the relationship between invoices and sales or purchase orders, ensuring consistency in total amounts between the order and the corresponding invoice.


      MODULE +

      This module strongly improves your invoice management.


      CLUEDOO RECOMMENDATION

      Install this module across your entire database for maximum effectiveness. It significantly enhances communication with customers and suppliers, eliminating reliance on invoice numbers. We recommend internally defining the processes for utilizing the module's features, including specifying titles, determining attachments, and other relevant guidelines.

      OUR FEATURES AS SOLUTIONS

      Allows for additional features on an Invoice, including Title, Contact Person, Invoice Attachment, Total Amount Comparison, and Archive.

      HOW TO USE THIS MODULE

      1

      On the customer invoice form view, you can see the additional fields for Title, Contact Person, and Invoice Attachment.


      2

      On list view, you can also see the Title field.


      3

      The title is also visible when sending the invoice, appearing in both the subject line and on the PDF file.


      4

      Compare between the invoice and the order, ensuring consistency in both the total ordered amount and total invoiced amount for both the customer invoice and vendor bill. It is essential to generate an invoice from either a sales order or a purchase order.


      5

      We can also group by "Parent Company​" or "Commercial Partners" in Invoices.