If you’re sick of spending hours doing your invoicing, relax - there’s an easier way.
ATB Partners is recommending BankLink InvoicePlus – a system designed to make managing invoicing, quotes, statements and accounts receivable as quick and simple as possible.
Creating invoices and quotes
Preparing a professional GST compliant invoice in BankLink InvoicePlus is a simple three-step process:
- Select the customer from the customer list
- Select the items of sale from the products and services list
- Print, email or fax your invoice and it is automatically saved to the customer’s account.
BankLink InvoicePlus produces highly professional invoices which easily line up with window envelopes. Invoices also feature a remittance advice at the bottom.
You can easily create quotes the same way. You can then convert a quote to an invoice with a single keystroke.
Creating receipts and credit notes
When a customer pays you with cash, cheque or credit card, the amount paid is simply applied to the customer’s outstanding invoices. It doesn’t matter if customers overpay or underpay, or pay by instalments.
BankLink InvoicePlus makes it easy to see exactly who owes you what at any point in time. Credit Notes (GST adjustment notes) can also be created in seconds.
“I don’t need a complex system. I just want to raise professional looking invoices and keep track of who owes us money. BankLink InvoicePlus keeps it quick and simple.” John Mortimer, Electrician
Tracking your customers
BankLink InvoicePlus is all about making it easier to deal with your customers.
The front screen shows all of your customers – including their contact details and account balance. Click on any customer and you immediately see their complete account history – invoices, payments, credits and balances.
Statements and Letters
Customer statements are easily produced with BankLink InvoicePlus – simply select the required date range and hit go!
Likewise, it’s easy to send letters and emails to your customers. BankLink InvoicePlus has mail-merge and letters built in. This means that you can send one of the standard letters provided, or create your own. The letters can easily be printed or emailed to one or many of your customers. This can be a quick way to chase up those late payers!
Informative Reports
Understanding who owes you money is critical to running any business. That’s why BankLink InvoicePlus provides a range of reports at the touch of a button. You can see what’s been invoiced, what’s received – and who has an outstanding balance.
GST
BankLink InvoicePlus is fully GST compliant and invoices can consist of both GST and non-GST items.
Get started with BankLink InvoicePlus and start managing your invoicing and debtors the easy way – download BankLink Invoice Plus today and then contact us for an activation code. (Note that you must be an ATB Partners BankLink client to use this software).
Turn the hours you spend on your accounts into minutes.
Installation Instructions
