SaaS billing company sales process is an important part of it to undertake sales orders, and the back section and complement each other. The company's SaaS and billing and other industries are very different, and even the traditional software industry also has many small. SaaS company sells subscription products, services, products, membership product, its advance billing involves billing, invoicing by staging services, delivered by people day billing, monthly auto-renewal periodic automatic billing, and sometimes involves physical delivery of the press cargo billing and so on.
So many differences that Odoo + Anodoo is how to achieve it? Due to space limitations and more pictures, more space is divided into a series of articles introduced. In this paper, several aspects of CRM in how to create a down payment invoice function briefly. Other billing management related functions can refer to:
Odoo + Anodoo Features (20): How to Create an invoice for the sales order
Odoo + Anodoo Features (22): How in cycles automatically for subscription service invoicing
Odoo + Anodoo Features (23): How has delivered part by billing
Odoo + Anodoo Features (24): billing based on how people Heavenly
Odoo + Anodoo Features (25): How billing services based on stage
Online exchanges and interactions and how to achieve customer invoices: Odoo + Anodoo Features (26)
Odoo + Anodoo Features (27): billing and payment, dunning, verification, accounting and other aspects of integration
In the process of actual sales, SaaS companies often require advance payment in accordance with the sales order invoice. The following diagram, is a total amount of sales of 500 yuan +30 yuan sales order, this order is already in force, and had a relationship 100 SaaS subscription account.
How is it that this issue prepayment invoice sales orders?
Part I: prepayment invoice issued
The system supports a certain percentage or a fixed amount for the down payment invoice. For example, 30% in advance of the entire contract section or prepaid 300,000 and so on. If some project in accordance with a certain part of the contract, the delivery of prepaid accounts such as prepaid SaaS six months of expenses, refer to create invoices delivered products.
Below 30% of prepayment invoice (including 150 yuan, and 9 membered tax)
More complete advance billing, customer invoices for payment click here. That follow-up to the balance due upon invoicing, how to do it again?
Part II: final payment invoices issued
In fact, the balance due at the time of issuance of the subsequent invoice, the system will prompt deposit will be deducted after the billing section.
Below, the detailed invoice will initially display a complete 500, and advances deducted 150. In total invoice amount is 350 yuan +21 yuan tax
Ultimately, this sales order will display an invoice twice
Through the above two aspects, SaaS company on Odoo + Anodoo can easily achieve the advance billing.
SaaS is the future of the company's business-oriented online, all sales process automation, billing less important aspect is for the SaaS CRM industry must be strong support functions. The following article details the relevant billing related functions:
Odoo + Anodoo Features (20): How to Create an invoice for the sales order
Odoo + Anodoo Features (22): How in cycles automatically for subscription service invoicing
Odoo + Anodoo Features (23): How has delivered part by billing
Odoo + Anodoo Features (24): billing based on how people Heavenly
Odoo + Anodoo Features (25): How billing services based on stage
Online exchanges and interactions and how to achieve customer invoices: Odoo + Anodoo Features (26)
Odoo + Anodoo Features (27): billing and payment, dunning, verification, accounting and other aspects of integration