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.

See a short video of how to create invoice specifications, or read on below.



DEPOSIT INVOICE SPECIFICATION

When your customer has accepted an offer, you might want to issue a deposit invoice.

  1. 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 add invoice specification recipient(s)

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 as many deposits as you wish, and you will always have the overview in the Customer invoicing menu.



FINAL INVOICE SPECIFICATION

  1. Products must be accepted (green) to be included on an invoice specification
  2. In the project, go to Invoicing -> Customer Invoicing -> Create new offer invoice
  3. Include all accepted products you want to invoice
  4. Add a reduced deposit line

5.  Preview invoice specification, make sure it is correct and add invoice specification recipient(s)

6. 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.

7. 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, Processed
  • External 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

  1. 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.

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