License sales and service agreements
This feature complements Vertec with features for selling, managing and charging licenses and service agreements
How this feature creates benefits
This feature allows companies to map sales of their software licenses, as well as the management and billing of service contracts, such as maintenance or support contracts, directly to Vertec.
Thanks to structured entering and tracking and charging procedures, license sales and service agreements can be managed efficiently, documented in a traceable manner and invoiced automatically. This saves time, reduces manual errors and creates transparency throughout your processes. Scaled prices, discounts and recurring invoices can be flexibly taken into account. Legal Requirements such as VAT changes are also implemented correctly.
How it works
This feature allows you to flexibly configure license types, contract models, and billing intervals in your Vertec environment. This integrates seamlessly with existing projects and supports both quotation and automatic invoicing.
- Easy set-up with configurable license sales and service contract outlay types
- License sale: new fields such as product, supplier, price (internal/external)
- Service contract: Definition of notice period, invoice interval, calculation of license amount or unit prices
- Licenses and contracts are entered in projects and phases with an appropriate type (license sale or service contract)
- Automatic overview in separate folder
- Quotation creation as PDF via integrated report template
- Automatic generation of invoices with QR code
- Adjustment in case of VAT changes is supported
Knowledge Base Articles
Licence sales and service agreements
Prerequisites
Modules "Services & CRM", "Purchases"
Related features
Supply management and forecasts, From the order to onward charging, Opportunities
Frequently asked questions
Is Vertec a suitable billing software for service providers?
Yes, because Vertec has been developed specifically for service providers. When invoicing, you can still edit the services to be invoiced, and you can invoice both at fixed prices and depending on expenditure (hours and material). Of course, you can also invoice travel expenses and other expenses, too.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
