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Invoice Integration

EmployEz Invoice Integration Streamlined Time Entry, Accounting, and Project Management
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    Seamless Data Flow and Real-Time Updates

    The EmployEz Invoice module seamlessly integrates time entry, accounting, and project management functionalities. This integration ensures that data flows smoothly between these modules and is automatically updated in real time.

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    Fixed Purchase Order Management

    EmployEz allows you to create and maintain fixed purchase orders for both “Time & Material Purchase” and “Project-Based Sales of Employees.” This feature enables accurate tracking and management of expenses related to these purchase orders

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    Automated Calculation and Detailed Invoicing

    Our system automates the calculation of hours, billing rates, and expenses. This automation ensures accuracy and efficiency in generating detailed invoices for your clients. The invoices provide a breakdown of hours worked, billing rates, expenses incurred, and any other relevant details.

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    Flexible Billing Rates and Terms

    EmployEz enables you to manage flexible billing rates, payment terms, discounts, incentives, overtime payments, and out-of-scope bill rates for consultants. This flexibility allows you to accommodate varying billing arrangements and ensure accurate invoicing.

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    Comprehensive Invoice Data Capture

    You can capture essential invoice details such as invoice date, due-date, rate, hours worked, and contract association attachments. This level of specificity ensures that all relevant information is included in the invoice, providing clarity to both you and your clients.

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    Automated Customer Invoicing

    EmployEz offers the convenience of automated customer invoicing based on your pre-set scheduling. This feature eliminates the need for manual intervention, ensuring prompt and timely invoicing for your clients

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    Recalculation of Invoices

    Whenever time entries or other relevant data are updated, EmployEz automatically recalculates the corresponding invoices. This functionality guarantees that invoices accurately reflect any changes made, providing transparency and accuracy in your financial processes.

By leveraging the EmployEz Invoice module, you can streamline your invoicing process, maintain accurate purchase orders, automate calculations, and ensure timely and detailed invoicing for your clients. The integration of time entry, accounting, and project management modules ensures seamless data flow and real-time updates, enhancing efficiency and accuracy in your billing processes

QuickBooks Integration for Invoice Generation,
Payment Acceptance, and Seamless EmployEz Integration

Our platform offers seamless integration with QuickBooks, allowing for efficient invoice generation, payment acceptance, and smooth integration with EmployEz

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  • Invoice Generation

    Generate professional and accurate invoices directly from our platform.

    Automatically sync invoice details, including customer information, products or services rendered, quantities, and pricing, to QuickBooks.

    Streamline the invoicing process by eliminating manual data entry and reducing the chances of errors.

  • Payment Acceptance

    Accept payments from customers through various methods, including credit cards, bank transfers, and online payment platforms.

    Ensure secure and convenient payment processing directly within our platform.

    Automatically update payment information in QuickBooks, keeping your financial records up-to-date.

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  • Seamless EmployEz Integration

    Integrate seamlessly with EmployEz to synchronize employee data, payment details, and other relevant information between the two platforms.

    Eliminate the need for duplicate data entry and ensure consistency across systems.

    Enable efficient payroll processing by seamlessly transferring payment information from QuickBooks to EmployEz.

  • Payment Acceptance

    Accept payments from customers through various methods, including credit cards, bank transfers, and online payment platforms.

    Ensure secure and convenient payment processing directly within our platform.

    Automatically update payment information in QuickBooks, keeping your financial records up-to-date.

By integrating with QuickBooks, our platform streamlines the invoice generation process, facilitates secure
payment acceptance, and seamlessly integrates with EmployEz. This integration not only saves time and reduces errors but also provides you with accurate financial data for reporting and analysis,
empowering you to make informed business decisions

Customer Invoicing and Mass Invoice Generation

Our platform offers a robust invoicing solution, allowing you to generate and manage customer invoices with ease, including the ability to perform mass invoice generation.

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  • Customer Invoicing

    Create professional and customized invoices tailored to your branding and business requirements.

    Include detailed line items, quantities, prices, taxes, and any applicable discounts or promotions.

    Customize invoice templates to showcase your company logo, contact information, and payment terms.

    Generate invoices in various formats, such as PDF or electronic formats, for easy distribution to customers.

  • Mass Invoice Generation

    Streamline your invoicing process by generating multiple invoices simultaneously.

    Utilize batch processing capabilities to create invoices for multiple customers or transactions in just a few clicks.

    Set specific criteria, such as billing cycles, date ranges, or customer categories, to generate invoices in bulk.

    Save time and effort by eliminating the need to create individual invoices manually.

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  • Invoice Management

    Track and manage the status of each invoice, including payment due dates and outstanding balances.

    Automatically update invoice statuses based on payment receipts or overdue notifications.

    Send automated reminders for overdue payments to ensure timely collections.

  • Integration with Payment Gateways

    Seamlessly integrate with popular payment gateways, allowing customers to make secure online payments directly from their invoices.

    Enable easy payment reconciliation by automatically updating invoice statuses and recording payment details in real-time.

  • Reporting and Analytics

    Gain valuable insights into your invoicing activities through comprehensive reporting and analytics.

    Access key metrics, such as invoice aging, revenue trends, and customer payment behaviors.

    Make data-driven decisions based on accurate financial information and improve cash flow management.

With our customer invoicing features and mass invoice generation capabilities, you can streamline your invoicing process, save time, and improve cash flow. The integration with payment gateways ensures efficient payment collection, while reporting and analytics provide valuable insights for informed decision-making.

See EmployEz in action

Witness the seamless integration with other EmployEz modules.

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