Service Case Invoicing

Create automatically invoices for a selection of closed cases at your fingertips

Service Case Invoicing Service Case Invoicing

Create automatically invoices for a selection of closed cases at your fingertips

With ServiceCaseInvoicing you are able to generate autmated invoices for closed cases

Start situation

Your company creates different cases for customers. In these cases the user reports time and character of the activities, and determines, whether a case is invoicable or not. The closed cases can be invoiced periodically (weekly, monthly, etc.).

Solution

In the add-on ServiceCaseInvoicing you can define the parameters for the automated invoicing of the closed cases. In the entity cases you can then convert the closed cases with a klick to invoices.

1. You can select closed cases:

  • e.g. alle cases of a customer with closing date of last month
  • all cases for all customers closed last month
  • flexible selection of closed cases

2. The add-on generates per customer for the selected cases

  • an invoice with selectable name, invoice state and date with the pricelist for the account.
  • per case an invoice item that:
  1. Subject = Subject name of the case and
  2. Product = a preselected product for all cases (can be defined within the settings)
  3. The value "number" with the time spent for the case (e.g. 1 for 1 hour, 0.5 for half hour, etc.)
  4. Is the case set with the value "no" on the field "invoicable" (field can be defined), the amount of this line item will be set automatically to 0 using a rebate.
  5. The date "delivered on" can be selected from a custom date field, the closing date of the case, or the date of the last activity for the case.

3. The add-on generates a list of all invoices, that can be reviewed

4. Invoiced cases are marked with an activity and will not be invoiced on a next run of the ServciceCaseInvoicing

Additional add-ons:

  • 1. The add-on AutoNumbering generates unique numerical and alpha-numeric numbers for entities to be used as customer number, offer number, order number, invoice number, request number etc.
  • 2. The add-on EntityToWord generates an invoice in Word at a mouse click.

Additional Information

No documents available

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Prices

AddOn ServiceCaseInvoicing
Server license < 51 User 1900 CHF
Server license < 101 User 2850 CHF
Server license < 201 User 3800 CHF

Annual Software Assurance is 18% of the license price

In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

Releases
Version 4.1.0
Date of publication 15.02.2010
Language * DE / EN

* Additional languages can be provided on request