One of the great advantages of using Qondor as your sales platform, is that you only need to register a price once and Qondor will automatically use it in several places:
Offer calculation
Customer offer
Customer contract
Customer invoice specification
You can create invoice specifications to your customer based on what has been accepted as well as add and reduce deposits and easily make final adjustments before invoicing.
GENERATE DEPOSIT INVOICE SPECIFICATION
When your customer has accepted an offer, you might want to issue a deposit invoice.
In the project, go to Invoicing -> Customer Invoicing -> Create new offer invoice
2. Add a deposit line
3. Preview invoice specification, make sure it is correct and check the recipient(s) you want to send the invoice specification to:
4. Click "Save". The invoice specification is sent by email with PDF attached, to the selected recipient(s). It is never sent directly to your customer.
5. You can create one deposit line per invoice. You will always have the overview in the Customer invoicing menu.
GENERATE FINAL INVOICE SPECIFICATION
Products must be accepted (green) to be included on an invoice specification.
In the project, go to Invoicing -> Customer Invoicing -> Create new offer invoice.
Include all accepted products you want to invoice by checking all to select all or one by one.
Add a reduced deposit line (if required).*
*The current invoice amount incl. VAT figure will be updated.
Preview invoice specification, make sure it is correct and add invoice specification recipient(s).
Click "Save". The invoice specification is sent by email with PDF attached, to the selected recipient(s). It is never sent directly to your customer.
Products included on an invoice specification (quantity and prices) cannot be edited. To edit, credit the invoice specification, make adjustments and create the invoice specification again.
VIEW YOUR INVOICE SPECIFICATIONS
For a full overview of all your customer invoice specifications, go to Invoicing -> Customer Invoicing. Qondor displays the following information:
Type (if it's an invoice, credit card payment (CC) or a credit note)
Created date
Created by
Order number
Status
Invoice: issued, paid, processed, paid and processed
CC: in progress, failed, paid, paid and processed
CC credit note: refunded and processed, refunded
Invoice credit note: Issued, ProcessedExternal reference (This is set by the back-office system upon processing an issued invoice specification from Qondor)
Internal remark
Amount (Incl. VAT)
Downloadable PDF
The possibility to delete or make a credit note (a credit note cannot be credited)
CREDIT INVOICE SPECIFICATION
In the project, go to Invoicing -> Customer Invoicing
2. Select the red icon on the invoice specification you want to credit:
3. An email dialog will appear where Project managers can define their own text and choose an email recipient to receive the credited invoice pdf. When clicking 'credit' Qondor will automatically send this email with the invoice pdf.
The invoice specification will be credited. Now you can make adjustments and create a new invoice specification.