Invoicing is a crucial step in the quote-to-cash process: it should get the cash in. VOGSY is designed to speed up all processes in your company that work towards invoicing customers.
Invoices are generated automatically in VOGSY. This can be done for all projects at once from the back office, or separately for one project if you are in the project team.
A draft invoice that is generated for a project is added as a PDF document to the Drive folder of the project. It should be approved by a manager of the project. When a draft invoice is approved, a final invoice is made, which is automatically sent to the the customer. Next to that an account receivable is created and the revenue is booked according to the settings of the account invoicing type of the project.
Deliverables for projects show how much has been invoiced so far, and the chart ‘Outstanding invoices’ shows which customers have not yet payed their invoices.