1.4 Invoicing functions

1.4 - Functions of the invoice/cashbook

Quotations, orders, invoices, delivery bills, credit notes or reminders can be entered for each customer in the billing section of the program. With gFM-Business you are equipped for the future: Invoicing includes an integrated cash book with data export in DATEV format, management of bank postings with an interface to common online banking programs as well as SEPA mandate management and data export in SEPA XML format.

  • Invoicing with quotations, orders, invoices, delivery bills, returns, credit notes, inquiries, orders and reminders.
  • Order management for recording orders for goods and services, posting on receipt of goods as a complete document or individual items for partial deliveries. Entry of an inventory product from an order or individual item.
  • Automatic entry of payment dates from order management in the Group calendar.
  • Freely definable sequential document numbers with individual prefix and suffix.
  • Separate billing and delivery address with automatic data transmission.
  • Any number Positions per document with direct entry via article number as well as entry and multiple entry via full text search.
  • Any number VAT rates.
  • Interactive information for customers and article items directly in the voucher mask.
  • All documents can be viewed in different currencies are generated.
  • Own Barcode type for all receipts.
  • Any number Payment methods stating the due date and dunning levels 1 and 2.
  • Consideration of Price groups from the CRM and the Article management for customer-specific sales prices.
  • Any Graduated prices in connection with price groups.
  • Advanced article search when entering new line items with full text search and adding several line items in one step with configurable sorting.
  • Recording of Belegrabatten as a percentage or absolute amount.
  • Any internal Remarks as well as any comments that appear on the receipt.
  • Support from Alternative positions in quotation documents.
  • All receipts can be printed or by e-mail as a PDF attachment send.
  • Management of the tracking number in delivery bills and invoices with integrated shipment trackingfor any number of logistics companies.
  • Document archiving as a PDF file with automatic sorting into configurable directories.
  • Automatic creation of a Order from an offer out.
  • Automatic creation of a Invoice from an offer out.
  • Automatic creation of a Request from an offer out.
  • Automatic creation of a Order from an offer out.
  • Automatic creation of a Delivery bill from an order out.
  • Automatic creation of a Invoice from an order out.
  • Automatic creation of a Returns from an order out.
  • Automatic creation of a Request from an order out.
  • Automatic creation of a Order from an order out.
  • Automatic creation of a Delivery bill from an invoice out.
  • Automatic creation of a Invoice from a delivery bill out.
  • Automatic creation of a Credit note from an invoice out.
  • Automatic creation of a Reminder from an invoice out.
  • Automatic creation of a Credit note from a return out.
  • Creation of Collective orders from several offers.
  • Creation of Collective invoices from several offers.
  • Creation of Collective delivery bills from several orders.
  • Creation of Collective invoices from several orders.
  • Creation of Collective invoices from several delivery bills.
  • Duplicating documents with all included positions.
  • Automated localization open item with display in the main menu.
  • Inventory write-off either per item or over the entire document.
  • Management of Batches of all posting documents and delivery bills, batch posting according to the FIFO principle.
  • Invoices and credit notes with Booking system and change protection in accordance with the principles of proper accounting.
  • Recurring invoices with arbitrary intervals.
  • Up to 15 freely definable fields in each document type with individual labeling, input type and optional Value list.
  • Automated dunning run with display in the main menu.
  • Order items with Stock reservation and display of reserved items in item management.
  • Automated Allocation of paymentsif bank entries have been imported in the Cashbook module.
  • Automatic dunning system with two dunning levels and delivery to Debt collection or judicial dunning procedure.
  • Cash book with automatic posting of all documents entered and posted in invoicing.
  • Export of bookings in the DATEV (EXTF/CSV) format, MonkeyOffice and as an individual format.
  • Bookings with Change protection in accordance with generally accepted accounting principles.
  • Management of bank entries/account statements with import from Bank X, MacGiro, StarMoney or as MT940 file.
  • Import from Bank X and MacGiro conveniently directly via the clipboard.
  • Administration of direct debits with export to Bank X, MacGiro, as a DTAUS file or as an individual export.
  • Management of SEPA transfers with export to Bank X, MacGiro, SEPA-XML or as an individual export.
  • SEPA mandate management for customer-related administration of SEPA mandates. Automatic generation of approved SEPA mandates.
  • Scanning and archiving of outgoing from incoming receipts as a PDF document in the cash book with support for all scanners with 32-bit drivers under Mac OS X and Windows.
  • Import of orders from Gambio GX2 online stores possible via interface, either as an order or as an invoice.
  • Recording of Status messages for store orders in the Gambio GX2 online store directly in gFM-Business via the included interface.
  • Event logthat any change to the Database records.