Account Pro Invoice is a network-capable multi-client invoicing program that can work closely together with the accounting software Account Pro (from Version 8). However, you can also operate Account Pro Invoice as a stand-alone application.
The software is most suitable for small to medium size businesses.
Using the data import function you can import your existing item and address data from other programs, if these are equipped with an export function for this data.
You can create all required document templates yourself. The program's sample client includes sample templates that you can adapt to your particular needs, but you are not limited to these at all and can create templates for almost any imaginable document. The sample templates supplied are:
Offer
Order confirmation
Invoice without discount information
Invoice with discount information
Bill of delivery
Credit note
Payment reminder
Order (purchase order)
Mail merge letter
Address label
You can print, export as .rtf or .txt files, and directly email the documents that you have generated.
You can manage your inventory and you can generate order documents (including purchase orders) automatically using the inventory accounting function.
You can automatically generate a summary invoice from the bill of delivery data of a certain time period.
Using the mail merge function you can generate circular letters easily by merging a document template with an entire list of addresses.
A lot of duplicate work is avoided by the close collaboration between Account Pro Invoice and Account Pro. The roles are assigned as follows:
Account Pro Invoice undertakes to:
- prepare the invoices and credit notes
- transfer the corresponding transactions to Account Pro marked as 'open items' by mouse click
- prepare payment reminders
Account Pro undertakes to:
- automatically take over the transactions made available by Account Pro Invoice
- account for the payments received
- provide information about any overdue payments
The normal sequence of events is as follows:
- An invoice is generated with Account Pro Invoice and sent out by postal mail or email
- One ore more transactions reflecting the invoice are handed over to Account Pro by mouse click
- The invoice gets paid - you are notified about a payment received by your bank or post office
- With Account Pro's 'Search for transactions' and 'Enter payment received' functions you can very easily add a corresponding payment received transaction
The 'not so normal' (and rather undesired) sequence of events is as follows:
- An invoice is generated with Account Pro Invoice and sent out by postal mail or email
- One ore more transactions reflecting the invoice are handed over to Account Pro
- The invoice is not paid in accordance with the terms of payment
- Using the Account Pro function 'Search for transactions'/'Open items' you can easily detect any overdue payments.
- You can then simply copy the invoice number from the memo of the Account Pro transaction, filter the Account Pro Invoice document list for it, and then very easily generate a payment reminder document by cloning the invoice document.
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