This is an advanced module which can be purchase individually or with other advanced modules to complement the MCA core accounting package. It integrates fully with every relevant MCA module.
Our Sales Invoicing module produces invoices, credit note production and applications for payments. Any invoice layout required by the client can be produced automatically without the need for separate manual processes. Client debt is managed by reporting invoice due dates against the contract terms and producing aged analysis, statements, and where necessary the credit control action letters automatically. Further risk is avoided with active credit limits and credit control notes held against the client.
Our module has been developed with the facility to set up repeat invoicing if required. Invoices to clients can be configured to be either a fixed or variable value. The period between reoccurrences is defined by a number of periods. Where an invoice is for a term of more than one accounting period, the option of creating the accrued income for future periods is also available. An invoice can be raised for up to 36 occurrences or until further notice. Invoices can be automatically uplifted by a percentage defined at time of invoice production, with the new value being stored in preparation for the next period.
The following functionality is included:
- Application for payment production
- Invoicing and credit note production
- Auto generation of invoice references
- Invoicing of products held in the system
- Invoices can be contract or commercial
- Emailing and faxing of documents
- Repeat invoicing
- Facility to spread turnover across multiple periods
- Settlement discount and retention
- Ability to create and adapt sales invoices from templates
- Free format text library
- Standard text library
- User defined documents
- Debtor Management
Reporting
Our Sales Invoicing module enables extensive drilldown enquiries on the current year, previous year or all years. A key feature within MCA is our complete transaction archive, this means that no transaction is ever deleted and a full audit trail is available for every transaction. As with all MCA modules, extensive reporting in multiple formats is available, including bank statement format. All reports can be stored as PDF documents and also include a “1-Click” to Excel feature.