Invoices CDS
Transparent Invoice Management
The Invoices module gives customers a simple, clear view of their invoices directly from your ERP system (e.g. HubSpot, Bexio, SAP). Customers can view, filter, and download invoices as PDF.
Key Features
| Funktion | Beschreibung | Nutzen |
|---|---|---|
🔗ERP System Integration | Direct connection to common ERP systems such as HubSpot, Bexio, SAP, or others. | Real-time synchronization of invoice data without manual data maintenance. |
📊Filterable Invoice Overview | Clear presentation of all invoices with filtering and sorting by date, status, and amount. | Customers quickly find the invoice they're looking for without support requests. |
🏷️Status Tracking | Display of the current invoice status: Open, Paid, Overdue, Canceled. | Transparency about payment status reduces misunderstandings and inquiries. |
📅Due Date Overview | Clear display of invoice date, due date, and payment deadlines. | Customers receive timely reminders and can plan payments better. |
📄PDF Download | Direct download of the original invoice documents as PDF with all details. | Customers have access to their invoices at any time for accounting and archiving. |
💳Payment Status Display | Detailed information on payments received, outstanding amounts, and partial payments. | Complete transparency over all financial transactions. |
ERP System Integration
Beschreibung
Direct connection to common ERP systems such as HubSpot, Bexio, SAP, or others.
Nutzen
Real-time synchronization of invoice data without manual data maintenance.
Filterable Invoice Overview
Beschreibung
Clear presentation of all invoices with filtering and sorting by date, status, and amount.
Nutzen
Customers quickly find the invoice they're looking for without support requests.
Status Tracking
Beschreibung
Display of the current invoice status: Open, Paid, Overdue, Canceled.
Nutzen
Transparency about payment status reduces misunderstandings and inquiries.
Due Date Overview
Beschreibung
Clear display of invoice date, due date, and payment deadlines.
Nutzen
Customers receive timely reminders and can plan payments better.
PDF Download
Beschreibung
Direct download of the original invoice documents as PDF with all details.
Nutzen
Customers have access to their invoices at any time for accounting and archiving.
Payment Status Display
Beschreibung
Detailed information on payments received, outstanding amounts, and partial payments.
Nutzen
Complete transparency over all financial transactions.
Practical Application Examples
Self-Service Invoice Portal
Customers get a filterable overview of their invoices with status, due date, and amount. They can view invoices in detail and download them as PDF. This reduces support requests by up to 40%, since customers can access all invoice information themselves.
Automatic Payment Reminders
The system displays overdue invoices prominently and can send automatic reminders. Customers see at a glance which invoices are still open and can view the details directly or initiate payments.
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