While creating a Structured/Adhoc bill you can make it as a Proforma invoice (An estimated invoice used to request payment from the client for services before they are supplied).
You can convert this to regular invoice once you receive the payment/as per the requirement from the action drop down in the bill register.
In this video you will be able to understand the process.
ERPCA is one of India’s best practice management software for chartered accountants, CA firms, Corporate Secretarial firms, and other financial professional services firms. Make your office management efficient and effective with features like task management, time sheet management, billing and invoice management, and plenty more. Ensure complete digital office automation of your practice with workflow management and process control. Transform your practice – schedule a demo / register for a FREE trial now.
We also offer custom-branded, white label office management software that is perfectly suited for large enterprises and financial services KPOs. E-mail us at [email protected] to discuss.
ERPCA works seamlessly with several software and can easily integrate with applications like Tally, Dropbox, OneDrive, RazorPay, Google Drive and PayPal.
ERPCA India’s top office and practice management solution for Chartered Accountant (CA) firms, tax consultants, financial services consultancies and allied professional services firms
You can also use the feature to change the voucher status as Paid or Unpaid. It is by default unpaid and can be marked as paid when the payment is made to the respective resource person who has created the voucher
