Create an everlasting Invoice with the professional standard in an easy way
Solid Performers not only provide lead and client details management but also helps you with creating and managing invoices and payments in a simple way. You can have customized tax options based on your Country Standards and currency can be changed based on your client requirement but everything can be managed in a single panel.
Here are some of the primary features which will help you to simply your work.
Multiple Header Options
We have provided your with the flexibility to choose your own letter head template while creating a proforma invoice. Currently, we have provided you with 5 different formats to choose from for your PDF downloaded proposal.
You can choose the header format from the Default Proforma Invoice Settings and can change the format whenever required as well.
Kindly note that the header for proposal, proforma invoice and invoice can be of different format.
Default Invoice Settings
As well all know that most of the content in the invoice remains the same for every client, we have provided you with options to set default settings for your customized invoice and whenever you create a new invoice, this will be fetched automatically and this will save your time and maintain the same standard.
Add Multiple Payments
With Solid Performers CRM, you can add multiple payments to a single invoice on different dates and can also add the payment directly to income while adding the payment in invoice itself. In general, it will show the total, payment received and pending payment for a particular invoice in the overview page itself.