Limits
The invoice holds the customer, the contract, the unit, the plan, and the payment status. The collection case stays outside it.
Invoice Management
Connect invoices and payment status with customers, contracts, units, payment plans, collections, and financial follow-up.
Why the invoice matters
An invoice stays on one record with its customer, its contract, and its unit. Payment status and the payment plan stay there, and collection follows that invoice.
Connected view
Keep the invoice, the customer, the contract, and the unit on one record.
Right context
Show the payment status and the payment plan before collection starts.
Workflow data
Read what has already been collected to see what the invoice still needs.
Shared pipelines
Hand the invoice into financial follow-up with the payment status and the plan still attached.
Financial follow-up
Keep collection on the invoice, so financial follow-up can be read back to the payment status and the plan.
Related Features
Why Amarnex?
Handoffs
An issued invoice goes into collection, and financial follow-up returns with the payment status still attached.
Confirm first
Confirm the customer, the contract, the unit, and the payment plan before an invoice is issued.
Limits
The invoice holds the customer, the contract, the unit, the plan, and the payment status. The collection case stays outside it.
Handoffs
An issued invoice goes into collection, and financial follow-up returns with the payment status still attached.
Confirm first
Confirm the customer, the contract, the unit, and the payment plan before an invoice is issued.