Core2 Invoices is a complete cross platform invoicing and payment module that can be added on to any FileMaker Pro database system, purchased as an optional add-on module for Core2 CRM or used as a stand alone Invoices solution.
It is completely preprogrammed to be tightly integrated with QuickBooks using our FM Books connector plug-in. Plus it is 100% customizable so you can modify it to fit your specific business needs.
With the Core Invoices you are able to manage:
- INVOICES: Create and track customer invoices as well as send invoices via mail, e-mail or print to PDF (supports unlimited invoice line items and invoice pages).
- PAYMENTS: Create and track customer payment history (supports multiple payments across multiple invoices).
- REPORTING: Includes aging reports, sales reports, customer balance reports and graphs.
- DATA EXCHANGE: designed to exchange data with QuickBooks. The easy push button maintenance process assists you in importing and refreshing your customer list, invoice history, payment history, chart of accounts, payment methods, sales reps, payment terms, shipping methods, customer messages, and invoice items. Smart QuickBooks logic identifies which transactions are already in QuickBooks vs. ones that are not. By integrating with QuickBooks you can greatly reduce processing time and eliminate double entry.
Plus much more...!
What is new in this release:
Requirements:
Limitations:
This demo is a locked runtime solution and does not require FileMaker to test. You are limited to 20 invoices and Items. Should you want a more in-depth view please complete our Request for Quote form so that a representative can show you how the Core2 Invoices can be customized to fit your specific needs.
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