1 |
Create templates for all the services provided with their price |
2 |
Set currencies to be used in this application |
3 |
User can edit and copy a template for future use |
4 |
Add new associate services and save their information |
5 |
Create new client and save information |
6 |
Create and send quotation to client |
7 |
Add more than one service in quotations |
8 |
Modify the pricing in quotations, set discounts |
9 |
All the quotations can be sent as a PDF file |
10 |
Track pending, closed and deleted quotations |
11 |
Follow up on pending quotations |
12 |
Calculate service tax and TDS |
13 |
Create and send invoice to clients electronically |
14 |
Add more than one service in the Invoice |
15 |
Calculate discounts |
16 |
Add Service tax, PAN number and account number details |
17 |
Track pending, closed and deleted invoices |
18 |
Follow up on pending invoices |
19 |
Generate reports |
20 |
Email notifications |