This benefit in invoicing can be decisive for the purchase

Save a lot of time and money when invoicing. What is still a complicated and time-consuming process in many companies with different data sources and programs, can also be done differently. Quite simply. Use the example of a typical customer conversation, we show how the invoicing process can be mapped in a system and designed efficiently.

It’s almost 4:00 p.m. The one-hour demo with a potential customer has gone very well so far. The open-ended question and answer session at the end of the presentation has also been completed. Vertec fits well with the company’s requirements. Both sides agree on this in principle. Nevertheless, the potential customer does not seem to be fully convinced. Silence and hesitation are in the air.

Then, all of a sudden, one of the decision-makers on the customer side himself gets to the point: “We can save about 3-4 days of work on each invoice run!” “I have just calculated that roughly.” He shows his notes to his colleague, who seems visibly impressed by the possible increase in efficiency with Vertec and the associated cost savings.

Someone would like to know whether this is also worthwhile if you only send a few invoices in a given month. Yes, it does. Because every time you save can be invested more meaningfully and productively elsewhere. In our Blog articles on invoicing, we show how such a cost saving in numeri can actually look like.

But back to the company and its initial situation.

Up until now, the key element for the company’s time tracking and invoicing has been Excel. A widely used functional system that can have some drawbacks. For example, many manual steps and extensions in Microsoft software make it difficult to integrate into business processes.

In addition, so-called media breaks can often occur. A vivid example: the company’s services are entered in different Excel spreadsheets, the subsequent charging is done in Word before the dispatch is made to Outlook. All this takes a lot of time and leaves room for error.

The approach in Vertec’s CRM and ERP system is different: There are end-to-end processes that are integrated into a single system and can even be automated. Media gaps are reduced. Billable services are entered directly on a project-based basis, invoices can be created and sent with just a few clicks.

Extensions to the most common Accounting Systems ensure easy integration into the operational work environment.

Completing invoicing in Vertec makes a decisive contribution to increasing efficiency in your own company. Since Vertec is an integrated CRM and ERP system, the data from customer administration is also available directly in the business software. Procurement from external sources is eliminated. Together with project-based time tracking, project management, billing and controlling, all relevant processes can be integrated in Vertec.

Create high-quality invoices that clearly list all items and can be created in just a few clicks with Vertec. Reduce the risk of errors by mapping your invoicing process in one system with Vertec. Reduce media disruptions also saves you valuable time and money.

Would you like to learn more about Vertec’s integrated CRM and ERP system? Arrange your no Demo Appointment obligation demo appointment now.