E-Invoicing Module for Worksuite CRM

Introduction

The E-Invoicing Module in Worksuite CRM is a powerful tool that enables businesses to streamline their invoicing process, improve accuracy, and reduce administrative burdens. This module integrates with the CRM's accounting and financial modules, allowing users to create, manage, and send electronic invoices to customers directly from the CRM.

In this tutorial, we will guide you through the process of setting up and using the E-Invoicing Module in Worksuite CRM. We will cover the step-by-step procedures for configuring the module, creating invoices, and tracking their status. By the end of this tutorial, you will be able to efficiently use the E-Invoicing Module to improve your business's invoicing process.

Setting up the E-Invoicing Module

Before you start using the E-Invoicing Module, you need to configure it. Follow these steps:

1. Log in to your Worksuite CRM account and navigate to the "Settings" menu.
2. Click on "Modules" and select "E-Invoicing" from the list of available modules.
3. Click on the "Configure" button to launch the E-Invoicing Module setup wizard.
4. In the setup wizard, select the accounting period and fiscal year for which you want to use the E-Invoicing Module.
5. Choose the payment method you want to use for your invoices (e.g., bank transfer, credit card, etc.).
6. Enter the payment details, such as the payment account number, payment description, and payment currency.
7. Configure the email settings for the E-Invoicing Module. You can choose to send automated email notifications to customers for invoice creation, payment, and payment reminder.
8. Click on the "Save" button to save your configuration settings.

Creating an Invoice

To create an invoice using the E-Invoicing Module, follow these steps:

1. Navigate to the "Sales" module in Worksuite CRM and click on the "Invoices" tab.
2. Click on the "New Invoice" button to create a new invoice.
3. Select the customer and the sales order for which you want to create the invoice.
4. Enter the invoice date, due date, and billing address.
5. Select the products or services to be included in the invoice. You can choose to include or exclude taxes and discounts as needed.
6. Review the invoice details and adjust as necessary.
7. Click on the "Create" button to create the invoice.

Editing and Viewing Invoices

To edit or view an invoice, follow these steps:

1. Navigate to the "Sales" module in Worksuite CRM and click on the "Invoices" tab.
2. Select the invoice you want to edit or view from the list of invoices.
3. Click on the "Edit" button to make changes to the invoice. You can modify the invoice date, due date, billing address, and included products or services.
4. Click on the "View" button to view the invoice details, including the invoice number, date, and total.

Tracking Invoice Status

To track the status of an invoice, follow these steps:

1. Navigate to the "Sales" module in Worksuite CRM and click on the "Invoices" tab.
2. Select the invoice you want to track from the list of invoices.
3. Click on the "View" button to view the invoice details.
4. Check the invoice status, which can be "Created", "Paid", "Partially Paid", "Overdue", or "Cancelled".
5. You can also use the "Invoice Status" filter to view invoices with a specific status.

Sending and Receiving Payments

To send and receive payments, follow these steps:

1. Navigate to the "Sales" module in Worksuite CRM and click on the "Invoices" tab.
2. Select the invoice for which you want to send a payment.
3. Click on the "Pay" button to send the payment. You can choose the payment method and payment details as needed.
4. Receive payments by entering the payment details in the "Received Payments" tab.

Troubleshooting Common Issues

If you encounter any issues while using the E-Invoicing Module, refer to the troubleshooting guide below:

• Issue: The E-Invoicing Module is not visible in the CRM.
  • Solution: Check the module configuration settings and ensure that the E-Invoicing Module is enabled.
• Issue: The invoice is not being sent to the customer.
  • Solution: Check the email settings for the E-Invoicing Module and ensure that the email address is correct and the customer is subscribed to receive invoices.
• Issue: The invoice is being sent to the wrong customer.
  • Solution: Check the customer's contact information and ensure that the invoice is being sent to the correct email address.

Conclusion

In this tutorial, we have covered the step-by-step procedures for setting up and using the E-Invoicing Module in Worksuite CRM. By following this tutorial, you should now be able to efficiently create, manage, and send electronic invoices to customers using the E-Invoicing Module. If you encounter any issues or have further questions, refer to the troubleshooting guide or contact our support team for assistance.