SmartPanels

A real-time view of your invoice, payment and customer situation at a glance.

There are dedicated SmartPanels for customers and invoices.

Simple Interface For Quotes, Invoices and Credit Notes

With SMARTEDGE you get a simple and straight-forward interface to create quotes and invoices. Quotes can seemlessly be converted to invoices without re-entering any data.

SMARTEDGE uses stages to track your sales. Therefore you only need to enter the information once. From there you simply process the sale from quote to invoice without any effort, and making changes to the quote before it is invoiced can be done withouth hassle. Simply open the quote and make the necessary changes and a revised quote document can be created and e-mailed on the fly.

One-click action to produce professional looking Quotes, Proformas and Tax Invoices in PDF format. All documents can be e-mailed to your customer, rather than printed.

Keep Track of Payments

Just as important as getting the invoice out is getting the payment in. Included in our Invoicing system is customer statements and age analysis of outstanding payments.

An easy to use interface to capture payments as you get them from customers, with the option to match the payment to an invoice. Now you know who as paid and who has not.

Tracking payments properly makes it effortless to send statements to customers, either on a regular basis or when a customer request as statement. Your business will look much more professional, and you will have more control over your money.

Customers, Contacts and Items

Store your customers and contacts for re-use. You can also create different products and services to track sales of individual items, offering you superb understanding of what you are selling and who you are selling it to.

Storing and re-using this information removes any errors that often occur if you use a manual based system, for example invoicing using Excel. It also makes you much more efficient since you can quickly and easily add products to your invoices.

Invoice Reporting

Easy to read reports give you full view of your quotes and invoices. The reports can be customised to view data for different time periods.

You get the following lists:

1. Quote and Order List (not-yet invoiced invoices) containing total values for open invoices
2. Quote and Order Detail List containing item line details for invoices
3. Invoice List containing due dates and invoiced amount

Sales and Profitability Statistics

With SMARTEDGE you can produce statistics showing total profitability, or sales and profitability by customer or products/services.

You get the following sales statistics reports:

1. Sales Totals with many grouping options
2. Total Sales by Customers
3. Detailed Sales by Customers
4. Total Sales by Items
5. Detailed Sales by Items