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Wise Proforma Invoicing

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Review, edit and approve job proforma invoices before creating sales invoices.

Enable project managers to review, edit and approve proforma invoices with Wise Proforma Invoices

Wise Proforma Invoicing is an extension to Wise Jobs and provides the possibility for project managers to review, edit and approve proforma invoices before the job sales invoice is created.


Benefits

  • Enables project managers to review and approve prices, discounts, and number of hours to be invoiced.
  • Allows for cancelling and transferring hours to the next billing period.
  • Makes it possible to create proforma invoices for a specific period, customer, job, or using other filters.
  • The system contains several roles that give project managers a better overview of their jobs and related proforma invoices.

  • Setup wizard is included.


Prerequisite:

  • Wise Proforma Invoicing has dependency on Wise Jobs in AppSource.

Supported Editions:

This app supports both Essential and Premium editions of Microsoft Dynamics 365 Business Central.

Supported Countries:

Iceland.

Supported Languages:

Icelandic (Iceland) and English (United States).

Dintr-o privire

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