We are a roofing company and are looking for invoicing software.
The software should meet the following requirements:
- Extremely user-friendly – self-explanatory user interface – similar to MS Word or MS Excel
- A database is required for at least customers, materials, quotes, and invoices
- It must be possible to record and transfer incoming invoices. This means that the program must be able to log into our bank accounts. Then, if necessary, 10 invoices can be paid in a single step with a TAN via a collective transfer.
- Collective transfers must be possible
- Entered incoming invoices must be displayed as open
- Paid incoming invoices must be displayed as paid after the account movements have been retrieved, not immediately after the payment process via the program. Only after confirmation from the bank that the invoice has been paid.
- Verifiability of when and by which bank an invoice was paid.
- Our letterhead must be printed on invoices, quotes, etc.
- Quotes and invoices must be extremely flexible in their presentation/design. Just like in MS Excel – or even better. At least the column settings, column width, formatting of invoice numbers, for example. It must be possible to use R 21 / 2 instead of R 21 / 000002. The user must be able to decide what is/can be entered in which column. We do not need wide position columns
- Incoming invoices must be sortable by name/invoice number/amount
- Query mode
- It must be possible to create pro forma invoices so that they can be further processed as copies.
- Invoice numbers must be easy to assign and change if necessary.
- Option to query > open invoices > by vendor > by invoice number.
- Recognize payments on outgoing invoices and mark these invoices as paid. Manual assignment of incoming payments to outgoing invoices
- Integration of multiple business documents (different business areas) – so that invoices and quotes are printed on the appropriate/correct business forms
- Bank transaction retrieval
- Reminder module
- Letter module
- Cash register is not necessary
- On-premises, local installation
Two software workstations are planned. We work with MS Windows 10.