What it is
Invoice once, in the system that raised the job
Invoicing that comes out of the job and goes into the accounting package, rather than being typed twice and reconciled later.
What it does for a dealer
In practice
- Raised from the job or the deal, not rebuilt.
- Straight into Xero, MYOB or QuickBooks depending on your market.
- Split invoices where a job is paid by more than one party.
In practice
What you can do with it
Invoice once, from the system that raised the job, and let the accounting package be an accounting package.
- Invoice straight from the job, with parts and labour already on it.
- Quotes converted to invoices without rekeying.
- Deposits, part payments, split payments and refunds handled on the invoice.
- Send by email or SMS, or save as a PDF.
- Reorder lines so the invoice reads the way you want the customer to read it.
- Notes against a product or job code already on the invoice.
- Attachments on the invoice, and an activity log of what changed.
- Internal invoices for work you do on your own units.
The invoice for a unit sale and the invoice for a workshop job come out of the same system, which is the whole argument for buying one system rather than two.
See it working
Invoicing in the product
Recorded in Workshop Software. DealershipSoft is the same platform with unit sales added, so this works the same way.
Give it two weeks. We'll help you get set up.
There's nothing complicated about getting started, and you won't be doing it alone. We'll show you how to set it up around the way your dealership already runs, then stay in touch while you find your feet.