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Billing

WorksLogic’s complete billing and order system module is designed and developed to accommodate all types of invoicing, billing, reporting, taxation and other types of day-to-day activity that is time consuming with high chances of error.
No matter which business you are in, WorksLogic will help you to manage your invoice, billing, collection and taxation. For greater flexibility, we support both sales order billing and contract billing, including progress billing and recurring invoices. Final price extensions, discounts, taxes, and expenses are all automatically figured in and itemized to create accurate customer invoices.

Invoicing

With WorksLogic’s invoicing module you can easily streamline and simplify the way to create, capture, manage, monitor, and route purchase orders and invoices. You can accept and track all types of invoices, including paper, electronic invoices, PDF invoices and e-mail invoices. You can also manage invoices in the cloud, automatically show when payments are due, provide on-line status reports for all invoices, improve cash flow, and greatly reduce the carbon footprint.

  • Auto creation based on payment terms
  • Create invoice manually
  • Invoice templates
  • Email invoices through software
  • Auto calculation of taxes on invoices based on rules
  • Track invoice with status
  • Create notification rules and alerts

Payments

WorksLogic enables you to accept and process multiple forms of payment with ease. Improve payment control. Access and manage all the payment types you offer customers, all in one place and save time and effort by eliminating redundancy through the below features

  • Automate Payment Reminders
  • Send personalized thank you notes on payment receipt
  • Manage credits and refunds easily
  • Run pending and paid payment reports
  • Single payment for multiple invoices
  • Ability to attach payment gateways in payment reminders for easy receipt of payment

Taxation

With WorksLogic you can configure taxes the way you want and calculate taxes automatically based on the tax zone assigned to the customer, employee, or vendor record, and the tax category assigned. You can also specify the frequency of tax reporting and generate tax reports with GST returns along with the below features

  • Add HSN/SAC code based on product/Service
  • Pre-defined HSN/SAC rates
  • Auto calculation of CGST, SGST, IGST based on HSN Sale type
  • Generate GST Return documents based on business type

Customer Portal

Give your customers a smooth transparent billing experience with WorksLogic’s customer portal for billing. Customers can view and access their bills, invoices, upcoming payments etc. This leads to better communication between you and your customer and saves time in manual communication. The customer portal comes with the below features

  • Provides Access to customer portal based on need
  • Customer can access invoices, payments, ledgers
  • Customers can make payment via customer portal
  • Hassle free customer communication
  • Reminders for payment dues on customer portal