• You can use nice standard built-in invoice layouts. Or you can go all the way yourself with the built-in and advanced report builder. This allows you to really customize everything such as font, colors, text, line spacing, logos and fields used.
• You can also provide invoices with an iDeal payment link and a QR code. So your invoice gets paid even faster.
• You can also credit invoices / credit notes make
• quotations can also be made.
• There is an adjustable invoice number. You can enter a from value and at the end of the year counting start from a desired value or just let the count of last year continue. This is also adjustable per company.
• Invoices can be scheduled automatically (periodicity)
• Invoices can be provided with attachments
• Invoices are configurable for private or business market (show lines incl. or excl. VAT)
• Multilingualism supported (8 languages)
• Currency in invoices ( with rate ) support
• Invoice lines can be hidden and summarized into 1 item.
• Invoices can also be in UBL 2.1 format sent with email or stored on your PC
• You can combine multiple quotes into 1 new invoice
• You can use PERIFACT-XL to work on the same data from multiple workstations via your internal network
• Discounts possible ( percentage or amount)
• You can indicate whether an account has already been paid in full or in part. Payment moments are stored.
• You can provide each invoice with introductory text or closing text.
• Add reminders or reminder texts.
• Of course, you can also save as a PDF or send directly from the program via email
• A invoice create easily by double-clicking on the selected contact
• The number of invoices you want to print can be set.
• Invoices can be mailed to you.
• Invoices can be sent to Microsoft Excel be exported
• Invoice numbers can be provided with various configurable codes. For example, prefix each invoice number with year and month.
• Invoices you can easily assign to another contact. For example of 2 very similar names you have chosen the wrong one. No big deal! You can easily convert this with 1 push of a button.
• You can also create a draft first. Useful if you want to 'save' invoice data and process it at the end of the month.
• If you need a packing slip, work order or warehouse receipt to go with your invoice, you can, of course, easily print that out in PERIFACT as well.

MAKING INVOICES

How do you create your first invoice?

Creating an invoice can be done in 2 ways. It depends on whether your contact is already in PERIFACT. If not, you must first create a new contact.  

CREDIT NOTE

Then go to the main menu FACTORS, search for the desired name if necessary, immediately all invoices of that customer will also be shown. Select the invoice you want to credit and press the 'New credit invoice' button in the menu bar. Done!

RECORD PAYMENTS

Of course, you can also record customer payment moments. Go to the FACTORS main menu and press the [PAYMENTS] button. Here you can add your payment moments (max. 5). Of course you can indicate whether the payment is via BANK, CASH, cash or ..... (self-completion).