Lotus Notes Project Invoicing Software - Genius Project for Domino

Lotus Notes Project Invoicing

Lotus Notes project invoicing software. Billing made easy.

Invoicing module lets you manage project invoicing from start to end. You can define rules and upstream project deadlines, such as preparing and sending invoices during the active project period or at its end.

You can manage invoicing of time spent on projects, as well as invoicing of products and merchandise. This provides a better overview of margins and project results and a better estimate of cash flow.

The new Invoicing option is comprised of the following elements: Invoicing plan (deadline definition), Billing milestone (planned invoicing date), Invoices, Invoicing details (specific details of items invoiced), Customer data (billing address, client number, etc…)

Lotus Notes Project Invoicing Highlights and Benefits

Invoicing plan (deadline definition)
Billing milestone (planned invoicing date)
Invoices
Invoicing details (specific details of items invoiced)
Customer data (billing address, client number, etc…)

Invoicing Plan & Billing Milestones

The Invoicing Plan lets you define the invoicing rules and steps for a project, such as: fixed price or advance invoicing, 30% on order, 30% on delivery and 30% on production start. All imaginable variables can be defined, as needed, for each project. The Invoicing milestones let users define a plan for when billing will occur and what will be billed.

These Billing milestones can be managed and planned in Genius Planner Gantt chart, the same as any other milestone.

Client File

The company description function in the Resources tab has been expanded to include the client’s standard information, such as billing address and more.

Mark-up Definition

To simplify billing rate management it is now possible to define Mark-up, which defines what will be the margin for each kind of job activity for goods.

Invoices

Genius Project for Domino lets you create MS-Word format invoices. The template is customizable and the content can be changed after the invoice is generated (from template). This makes managing and editing invoices a highly flexible process. There is also an invoicing history for backup purposes.

Invoicing Details

Genius Project for Domino invoicing lets you export the details of an invoice (benefits and product or invoiced merchandise) to an MS-Excel worksheet after the invoice is generated.