Invoice, discounts and warranty at engineers
In this webinar, Vertec and Spektra Netcom will demonstrate live in the system how engineering firms use dynamic fields, multi-level discounts, and warranty holdbacks to process invoices accurately and with little maintenance.
Dynamic fields covered with a template
In the project, you simply define which fields are needed and what they should be called. If a field is not filled in, it does not appear on the invoice. The result: a single template that fits every customer.
Multi-level discounts without chaos
Whether special discount, warranty retention or safety retention, the engineering industry knows many variants. Vertec maps them all. Discounts can be predefined for each project and overridden on the invoice.
Retention of warranty: keep track
What is agreed at the start of the project should also be reclaimed at the end of the project. Vertec displays outstanding warranty reservations in a comprehensive list. Once the project is complete, the entry disappears automatically.
Three messages from the webinar
- Dynamic fields replace individual invoice templates and permanently save maintenance effort
- Multi-level discounts can be freely named in Vertec and calculated on different bases
- Open warranty reservations are visible at any time across projects, without manual compilation
If you want to see what this looks like live in the system: The webinar recording shows everything step by step, including Q&A on expenses and ancillary costs.
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