If a customer accepts a quote the tool automatically creates an online invoice, which can also be printed and sent to your customer. The invoicing software records whether an invoice has been paid or is still outstanding; your outstanding invoices can be viewed at a glance via the dashboard.
BT BizBox takes the burden out of quoting and invoicing, and allows you to easily create them in seconds! With this software, you will be highly organized.
The customer quoting and invoicing tool in BT BizBox is flexible and easy to use.
Create multi-line quotes
The inbuilt algorithm allows you to create multi-line quotes itemising all products and services by unit costs, totals and automatically calculating the VAT. This quoting and invoicing software is an integrated part of customer management within BT BizBox.
Automatically stores the quote against a customer's account, they can therefore be accessed at any time by any user.
Customers' perceptions of your company are based on how well you serve them. When a customer requests a product or service, any user can access their account and create a new quote. Rather than relying on them being provided over the phone and having no means of tracking them, this tool automatically stores the quote against a customer's account, they can therefore be accessed at any time by any user. The online quoting tool also enables you to print off the quote, with your company details and send it to your customers. Each one is also assigned to one of your employees so that they can be chased up if they are near their validation dates and have not progressed into orders.
If a customer accepts a quote the tool automatically creates an online invoice
If a customer accepts a quote the tool automatically creates an online invoice, which can also be printed and sent to your customer. The invoicing software records whether an invoice has been paid or is still outstanding; your outstanding invoices can be viewed at a glance via the dashboard. You can then ensure that these are chased in a timely manner to maintain your cash flow.
Reporting is also available for your quotes and invoices, showing you your top debtors, your most valuable customers, and those customers whose quotes are not converted to orders. This enables you to effectively manage your customers.
