Project-oriented billing is possible based on project costs, cost estimates, offers or project activities. Ongoing billing and invoices for part payments and advance payments on account are supported by a flexible invoice administration facility. The status of each invoice can be viewed across projects. Invoices can be issued at the touch of a key, for example to Microsoft Excel or Microsoft Word or as an Adobe PDF document.

     


An invoice is created within Outlook. Each invoice can consist of any number of line items and is assigned a unique number automatically. Project invoice data is structured ready for transfer, for example to financial accounts.

 

 

     


Once costs are already on file for a project, a new invoice can be created from an existing budget document - one click is enough.

 

 

     


InLoox records automatically and right down to single item level which costs are to be billed and which have already been passed on. Thus ongoing billing is possible at any time without the risk of an item being forgotten or charged twice.

 

 

     


Invoices can be accorded a status, as can costings and costs elements. It is possible in this way to see open transactions within a given time period or rejected customer offers.

 

 

     


InLoox includes a flexible report generator. Single invoices or cross-project reports such as overall transaction lists, invoice lists, open items and capital requirements, can be exported.