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Billing
   and Work in process

 

 

BILLING

Progress invoicing:

The entry of progress percentages can be global or detailed. Situation invoices are automatically generated by taking into account last situations and potential change orders.

 

Billing schedule:

a billing schedule per date or situation enables to set an invoice proposal. NaviOne includes functions enabling to define the billing frequency and to generate the related invoices.

 

Direct billing:

Easy creation of an order from the quotation, and of an invoice from the order streamlines the billing process from “small” jobs/contracts.

 

Contracts and recurring services:

The contract management module enables to periodically release the related invoices.

 

FINANCIAL CONTROL

accounts payable and accounts receivable include features related to contract management and especially:

  • Commitment follow-up per contract

 

  • Guarantee tracking in order to launch bank guarantee requests, to control guarantee in process per bank and to perform withdrawal at due date.
  • Consideration of payment withheld as a guaranty to ensure proper accounts receivable follow-up and to timely perform customer dunning.

 

ACCOUNTING STATUS

In order it becomes a real control tool, it is essential for an efficient contract management to identify at any time:

  • Details of expenses per contract, either actual or in progress (invoices not received, orders not received).
  • Completion status of each contract or item, whether it is similar or not to the billing progress status.
  • Progress and acceptances not invoiced yet.

 

WORK IN PROCESS

NaviOne® enables to:

  • Ind icate for each cont ract or each cont ract item the completion percentage.
  • Precisely identify details of accepted orders not invoiced yet.
  • Automatically post the related accruals.
  • Display or print at any time the results of each contract, considering the expense commitment balance.

 

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