Integrated into S3 CRM's customer management is invoicing and quoting software which is invaluable when you are creating a database of customer quotes and invoices. Invoicing and quoting tools include-
- Quoting - add quotes to customer's accounts so they can be accessed by employees at any time. If a customer accepts a quote change its status so that you can then create an invoice and a project if needed.
- Invoicing - invoices are created automatically and they include all services and products as separate lines which can then be seen as a total. VAT is also added as part of the feature.
- Have increased control over your bottom line by being able to see at a glance which invoices are outstanding - no more missed payments that go undetected.