Invoicing

Automated invoice generation

In Toscana, the process of creating invoices is automated rather than manually typed. Invoices are generated automatically from project data. After the completion of a project's production phase, it is automatically added to the "to be invoiced" list. This eliminates the need for invoicing personnel to cross-reference production records to determine which projects are ready for invoicing. Instead, they can directly access the list and generate invoices effortlessly.

With just a few clicks, an invoice is generated from the project details. The system captures all project components, customer information, and applicable discounts (either customer-specific or project-assigned). The generated invoice also factors in the appropriate Value-Added Tax (VAT) based on contact details. If no tax rate is specified, the system defaults to the automatic tax percentage for the designated country.

Customization and email delivery

Customization options are available to tailor the invoice further, such as adjusting the letterhead, specifying payment terms, and selecting invoice type. Once customized, the invoice can be conveniently dispatched to the customer using Toscana's integrated email system. The system recognizes both the customer's and your own email addresses, attaches the invoice document, and includes a predefined email message with your signature.

E-invoicing

Moreover, Toscana ERP extends its support to e-invoicing systems, catering to countries where legal regulations mandate electronic invoicing. This capability allows for the direct transmission of e-invoices from within the Toscana platform.