Workbooks enables you to easily create Customer Invoices manually or by converting a Sales Order into an Invoice, at the click of a button. Workbooks supports VAT schemes enabling you to create different VAT schemes and currencies for the geographies your business operates in.
Workbooks enables you to create invoices in a variety of formats, including PDF format, to support your needs. You may also email, using Email Templates, to deliver your invoices.
Creation and posting of invoices is control through permissions so you can restrict access and processing of invoices to authorized users.
Invoices work like any other Transaction Document in Workbooks. This means you can schedule and record activities against an invoice, such as scheduling a call to chase payment or record an email exchange.
Invoices can also be shared with other teams such as sales or customer services, allowing them to see the status of an invoice when deal with a customer.
Invoice details can also be exported using the Export Tools, this allows you to easily export invoice details and import them into your accounting system.
We also have a number of third-party providers who have a built synchronisation tools, which will synchronise Invoice information between Workbooks and Sage.
Workbooks SageLink allows users of Workbooks to synchronise orders, credit notes, new accounts and invoice information from Workbooks directly with Sage Line 50 and Sage Line 200, via the Workbooks API.
SageLink has been developed by Eiger Group, a leading supplier of accounting, CRM and e-business solutions and specialists in Sage integration. The SageLink product can be purchased directly from Eiger Group.