Invoicing and Filing Services
The process of Invoicing is done through our proprietary software which will be installed in your network. We will seek access to invoice module to handle backoffice accounting. The features help with generating estimates as well as credit and debit notes and receipts. Based on the stipulations in the contract, we either manage part of the invoice process and permit clients to oversee the entire process by invoking approval option. We ensure the prompt generation of invoices and monthly reports, aiding in adherence to statutory filing obligations. This guarantees that all deadlines are consistently met without fail. Highlights of our financial services back-office systems are listed below.
- Draft Estimate and Invoice
- Invoice linked with Time Tracker
- Monthly Compliance Reports
- Product and Service Estimate
- roducts and Services invoice
- Proforma Invoice
- Purchase Order and Vendor Management
- Real-time Access to Invoice Data Online
- Receipt to Cr / Dr Note in Single Line of Action
Frequently Asked Questions
Is there any limit on number of invoices per month?
Absolutely no limitation. However, we do not cater to ecommerce invoicing
Do you provide compliance reports?
Yes, our invoice processing services include sharing compliance reports according to local laws and regulations. Such reports will be submitted on periodical basis
Who will all get access to all our filing portals?
Separate agreements will be entered into with filing professionals for back office bookkeeping if their services are required for the filing process. These agreements will detail the necessary access and clarify the procedure involved. Should we handle the filing internally, we need such portal access and the Account Manager, and one designated employee will handle the same.
Who can all view our Clients and Vendors?
The feature in our software enables clients to provide comprehensive access to all clients or vendors, as well as access based on specific needs to us. Each client and vendor is assigned with a unique code, which our staff need to know while generating invoices and other vouchers. When creating an invoice or purchase order, the voucher will include the complete address, allowing our staff to view that much information. Clients have the ability to manage access levels on need basis. By keeping the option for adding or removing clients / vendors with the client, the client can limit such access in our financial services back office system.
Who can view the reports?
If the client grants access to view reports, then our staff will get access. Such access needs to be given to only filing professionals and no need to grant access to processing staff.
