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Flexible document numbering. Choose between global document numbers and document numbers per user. |
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Document names can be customised including the supporting document. |
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Process quotations and sales orders. Link multiple quotations or sales orders to invoices.
Link the entire document or part of it into the invoice automatically. |
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Auto-create purchase orders directly from within customer documents. |
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Auto-manufacture an item directly from within customer documents |
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Auto-create a back order for a customer if there is insufficient quantity to invoice. |
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Quick-mode invoicing can be used to speed up processing. Capture or scan the item code
or enter a ‘hot-key’ abbreviation and Pastel completes the entire line with defaults. |
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Specify tax per item for defaulting at time of invoicing. Can be overridden. |
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Email or print all customer documents. Print on plain or pre-printed, single sheet or
continuous paper. |
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Design your own invoices with your name, logo, etc., or modify the default formats. |
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Modify an invoice after printing but before posting (password protected option) and re-print
if necessary. Print multiple copies on laser printers. |
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Credit control messages warn if credit limits are exceeded. Credit data displays on the
screen. Block bad accounts and Pastel will allow no further invoicing on the account. Credit
control reports allow follow-up of overdue accounts. Notes attached to customer records
can be viewed at any time. |
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Warning messages display if minimum gross profits are not achieved. Set invoicing line
limits to check data capture. |
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Show specific messages on any document (free format) - these have defaults but can also
be edited when invoicing. |
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Customer specific prices / volume based pricing. Create price matrices per customer
category per inventory group or create customer specific prices per customer per inventory
item, based on volumes. For foreign currency customers, enter prices in their currency. |
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Invoice exclusive or inclusive of tax. Choose either method when invoicing or set up
defaults per customer. Print tax amounts or percentages per line or suppress tax printing on lines. |
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Give discounts on any single line of an invoice. |
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Calculate and show settlement discount (early payment discount). |
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Enter financial lines on an invoice - use this to invoice out charges direct to the general ledger (delivery, services, handling fees, agent's commission, etc.). |
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Capture unlimited narration lines on an invoice - this can be entered line-by-line or in a
‘text window’ format, with automatic word-wrap facilities. |
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Analyse sales by rep or area. |
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Set up a commission structure for each salesperson with volume breaks. Print rep sales commission reports based on sales or gross profit. |
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Enter one invoice and auto create it for all customers of a specified category. Use this for
fee billing, invoices, subscriptions, etc. |
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Create recurring invoices and auto-generate them once a month / quarter / year. Use this
for easy invoicing of contracts (e.g. rents, levies, subscriptions etc.). |
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Store all invoice history for as long as required. Look up invoice details for any customer,
for any period. Optionally display gross profit. |
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Inventory levels of items being invoiced always display on the screen. Add or modify
inventory items at any time while invoicing (password controlled). Pastel will optionally
warn you if the quantity of items on hand fall below their re-order level. |
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Design your own customer invoices using Pastel’s forms designer. Import your own
company logo for professional looking invoices. |
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Put invoices on hold. Invoices on hold do not update until they are taken off hold. |
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