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Software manufacturer seeks web-based invoicing software

IT project from: software manufacturer (Germany)Project no. 16/583: finished
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Ihr Ansprechpartner für diese Recherche
Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

We are a medium-sized software manufacturer and also offer services. We are looking for web-based invoicing software for our company.

The software should meet the following requirements:

  • DATEV interface on both sides
  • Outgoing invoice book, OP reconciliation
  • Set date for invoice run
  • Import data from previous system
  • Evaluations by article sales, monthly sales, total sales (controlling lists)
  • Import of master data
  • Outgoing invoices: paper and email
  • Dunning process (automatic and manual)
  • Cancellations and credit notes, order confirmations, quotes
  • Transfer of quotes to AB and invoices
  • Direct debit
  • Separate email assignment for invoices, reminders, AB, etc.
  • Customer history
  • Creation of different users with history
  • Discount system
  • Partial payment
  • Commission allocation / representative regulation (optional)
  • Billing type: one-time, monthly, annually
  • Web-based
  • Multi-client

At least 5 employees should be able to work with it.

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