Financials

The Financials module manages the issuing of invoices and payments received from customers. The integrated invoicing system is a quick and convenient way or generating and managing invoices providing improved cash flow and management reporting to give a greater control of the business. 

Financials Features in JobTrack

• Create and print Invoices and email direct to your client
• Integrated with the Inventory module to manage stock on hand
• Generate invoices directly from jobs at time of completion
• Invoice for all or part of materials and completed activities to date
• Receive alerts on overdue invoices
• Separate Control Panel with pre-built reports and searches
• Record payments by cash, cheque or bank transfer and issue refunds and returns
• Record payments received by customer and invoice
• Report on Invoices and payments received and outstanding
• View quick lists of overdue invoices and recently paid
• Export data to financial packages

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