Convenient panel in the customer card
The client card includes a convenient panel for working with invoices, where all financial transactions are visible. You can easily track the status of invoices: paid, unpaid, or overdue, as well as get a complete history of mutual settlements. This allows you to quickly analyze the client's financial activity and keep everything under control without any extra effort.
Add and track payments
Track all payments against invoices in a convenient way. You can easily add information about the received payment, link it to a specific invoice, and monitor the customer's balance. The system automatically updates the invoice status after payment, and allows you to analyze financial data for a clear picture of income and debts.
Quickly create invoices
Creating invoices in Homex CRM is a quick and convenient process. All customer and order data is automatically filled in, which avoids errors and saves time. You can add taxes, discounts, or personalized comments, and the finished invoice is instantly generated in PDF format and sent to the customer directly from the system.
Easy viewing and printing of invoices
Viewing and sharing invoices has never been easier. In Homex CRM, you can open any invoice in a convenient format, ready to print or save. The system allows you to quickly generate invoices in PDF format and send them to customers via email or other channels without any additional steps.
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