In the industry we are in, it could take a day to complete a job or several months, so we currently use Quick Bill. Currently Quick bill invoicing is a very manual process. We have multiple customers that have specific billing instructions or separate bill to addresses because the client might be, for instance a management company, but the bill to would be each separate Condo Association. We currently have to manually enter that data because we want to be able to see our client's over all history under one account, but also to be able to send their invoices out to each association as instructed. We also have a lot clients that have separate billbox numbers that need to show up on their invoices. These numbers identify the customer location and our vendor number with them. This is another item that needs to be added manually to the invoice in billing because most of these clients also have purchase order numbers that need to be added to their invoices as well. It would be nice to have a customer set up and then be able to link several different bill to addresses for each client rather than having to remember to change the bill to information in the billing screen.

by: Rachael O. | over a year ago | Other