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Sales or revenue : (invoice management :star: (modify only certain fields…
Sales or revenue :
customer management
:star:
add new
New customer form :check:
in invoice (quick creation)
delete existing (approval necessary) :check:
with dues - discount or bad debts for dues payable and approval
without dues - only approval
modify existing
not without approval
Import Bulk
:check:
through excel or any other format in which peers can export (easy migration of master data)
export bulk
in excel, .csv and pdf :check:
transaction list (ledger)
draft email based on primary mail id of client (followup letters for collection)
follow up letter templates
search by name , invoice number, date of invoice
sort all
alphabetically, chronically, based on amount of dues ,etc. :check:
invoice management :star:
raise regular tax invoice
raise debit note
raise credit note
add new
delete existing (will not be allowed to reverse- meaning it will show in accounts, but no receivable can be attached there)
modify only certain fields till invoice is actually prepared
only in proforma invoice
before invoice is approved and invoice number is generated
link payment received to invoice
invoice dues allowed to be closed only where payable balance is paid or discount allowed or is cancelled
allow proforma invoice
sort on various parameters (invoice number, based on clients, invoice amount, etc.)
allow discounts
once printed, then only duplicate can be issued
sales management :star:
debit note
credit note
regular sales
supplementary tax invoice
invoice in case of exempt service or ICD or exports
app
Migration
Master customer data
transaction master data