Core Features
Invoices
Optimize Your Billing with BizCore Invoices Module
The BizCore Invoices Module streamlines and optimizes your invoicing process for accuracy and efficiency. It simplifies creating, managing, and sending invoices, automates tasks like recurring invoices and overdue notices, and supports strong cash flow and improved customer experience. Suitable for businesses of all sizes, BizCore’s flexible solution scales to meet your needs with ease.
Invoices Feature Benefits
Key Features
Explore key functionalities like invoice creation, recurring invoices, and batch payments, designed to enhance invoices efficiency within BizCore.
Invoice Creation
Easily create new invoices by selecting customers and automatically populating their billing information. Customize each invoice with items, descriptions, quantities, rates, and applicable taxes. This feature streamlines the invoicing process, ensuring accuracy and efficiency in billing, while allowing you to tailor invoices to meet specific client needs.
Recurring Invoices
Set up recurring invoices to automatically generate at specified intervals, ensuring consistent and timely billing for your repeat customers. Manage and track these cycles with ease, including viewing the next invoice date and the number of remaining cycles, helping to maintain a steady cash flow and reduce manual workload.
Batch Payments
Process payments for multiple invoices simultaneously, significantly reducing the administrative effort involved in payment recording. This feature allows you to enter payment details such as payment mode, transaction ID, and amount received, streamlining the reconciliation process and improving overall efficiency.
Invoice Status Tracking
Monitor the status of all your invoices with visual indicators for drafts, unpaid, and overdue invoices. This feature allows you to filter and sort invoices based on their status, providing better control and oversight over your billing processes, helping you prioritize collections and follow-ups.
Automated Overdue Notices
Automatically send reminders for overdue payments, ensuring that collections are timely and reducing the risk of late payments. This feature allows you to customize the content and frequency of overdue notices, making your communication with customers both consistent and effective, which improves cash flow management.
Invoice Export
Export invoices and payment records in bulk for easy sharing, reporting, or archiving purposes. This feature allows you to filter exports by date range, status, or customer, ensuring that you can efficiently manage your invoice data and provide accurate financial reports when needed.
Invoice Merging
Merge multiple invoices into a single, consolidated invoice to simplify customer payments and reduce the chances of missed payments. This feature helps manage complex billing scenarios without creating gaps in your invoice history, ensuring that your financial records remain consistent and accurate.
Payment Recording
Record payments against invoices with detailed transaction entries, automatically updating the invoice status upon payment. This feature ensures that all financial transactions are accurately tracked, providing real-time updates to your billing system and reducing the likelihood of discrepancies in your records.
Customizable Email Notifications
Send invoices directly to customers via email with PDF attachments, using customizable templates for different stages of the invoicing process. This feature helps you maintain a professional and personalized approach in your billing communications, improving customer satisfaction and ensuring timely payments.
Invoice Tags
Organize and categorize invoices using tags, making it easier to search, filter, and manage your billing records. This feature enhances the organization of your invoicing system, allowing you to quickly locate specific invoices and maintain a well-structured financial database.
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Frequently Asked Questions
What is the BizCore Invoices Module?
The BizCore Invoices Module is a tool designed to simplify and optimize your invoicing process. It allows you to create, manage, and send invoices efficiently while ensuring accuracy in your billing operations.
How do I create an invoice in BizCore?
To create an invoice, navigate to Sales > Invoices and click on “Create new invoice.” Select a customer, add the necessary billing details, items, and any applicable taxes, then save and send the invoice.
Can I set up recurring invoices?
Yes, BizCore allows you to set up recurring invoices. You can configure the frequency, start date, and duration of the recurring cycle, ensuring timely billing for your customers.
Can I send overdue notices automatically?
Yes, BizCore can automatically send overdue notices through the Cron Job settings. You can configure when and how often these notices are sent, helping to ensure timely payments from customers.
How does the invoice merging feature work?
The invoice merging feature allows you to combine multiple invoices into one, simplifying customer payments. Available invoices to merge will be shown when creating or editing an invoice, and you can select which invoices to merge into a single document.
What happens if a customer pays an invoice?
When a customer pays an invoice, you can record the payment in BizCore. The invoice status will automatically update based on the amount received, changing to “Paid” if the full amount is received or “Partially Paid” if only a portion is received.
Is it possible to customize invoices?
Absolutely. You can customize invoices by adding items, descriptions, taxes, and notes. You can also use custom email templates to tailor the communication sent with each invoice.
Can I export my invoices?
Yes, BizCore allows you to export invoices and payment records in bulk. You can filter by date range, status, or customer to target specific data for exporting.
What payment options are supported for invoices?
BizCore supports various payment modes, which can be selected when creating or managing an invoice. Online payment gateways integrated with BizCore are also available for customers to use.
How can I track the status of my invoices?
BizCore provides visual indicators for invoice statuses such as drafts, unpaid, and overdue. You can easily filter and sort invoices based on their status to manage them effectively.
Can I cancel an invoice after it has been sent?
Yes, you can cancel an invoice. BizCore allows you to mark merged invoices as canceled instead of deleting them, ensuring that your invoice history remains intact without creating gaps.
How do I manage invoice payments in BizCore?
To manage payments, click on the “+ Payment” button when viewing an invoice in the admin area. You can record payment details such as the amount, date, payment mode, and additional notes.
