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- 6.16.0 Account Lockout
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- Invoicing Assistant Screen
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- 31 Jan 2023
- 1 Minuto para leer
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- PDF
Invoicing and Accounts Receivable
- Actualizado en 31 Jan 2023
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- PDF
El área de facturación y cuentas por cobrar se ocupa de la facturación de clientes y la recepción y seguimiento de pagos. El flujo de trabajo básico para las cuentas por cobrar se muestra en el siguiente diagrama.
A medida que los usuarios completan los tickets de trabajo, Aspire realiza un seguimiento de los costos gastados por los servicios prestados para cada trabajo. En función de esta información y del tipo de factura que el usuario asigna a cada trabajo o servicio, el Asistente de facturación de Aspire le ayuda recomendando facturas que deben enviarse a los clientes a lo largo de cada mes. Cuando crean facturas, se colocan juntas en lotes en función de la selección de facturas que crean y procesan juntas. Cuando reciben pagos de los clientes, registran la recepción de esos pagos en Aspire. Los pagos se pueden seleccionar y registrar juntos como depósitos en el banco. Aspire también admite la creación y el envío de estados de cuenta mensuales a los clientes que resumen el estado de pago de la cuenta general.