Invoice Management
When a works instruction has been completed and the correct labour and material costs allocated you have the facility to select your payment terms from a drop down menu either 7, 14 or 30 days your worksplanner will then generate an invoice, this can be done on either on an individual basis or by using a batch print facility.
This information can be exported as either an
excel file or in a CSV format which is compatible with most accounting software
Once issued, the invoices can then be managed by
printing either group or individual account statements each statement sets out
the age profile of all outstanding invoices i.e. current, 14, 30 and 60 days.
Letter Headed Paper
This facility will allow you to print off plain letter headed paper using user defined logos.
Batch Print Letter
The facility to batch print and store letters taking information directly from the client details already stored on the system giving the user the ability use pre set letters and select recipients using a simple tick box eliminating the need to use mail merge.
Waste Carrier Duty of Care Notices
The facility to pre print waste carrier duty of care notices to ensure compliance with the Waste carrier legislation these are printed using the clients detail’s and address so can be printed off at the same time as a works instruction to ensure the accurate recording of waste materials generated and transferred to a disposal point
Customising and Setting up Worksplanner
This facility allows the user to create up to three unique services within the data base each one with its own logo, each user can customise the colour of the data base records and screen images to suit their own company logo or style.
Appointment Sheets
This facility allows the user to create multiple
appointment screens, these can be viewed as a group or on an individual basis,
these will record and manage individual times which are then inked into works
orders allowing the manager to view the resources and available work slots
