What is the best billing software for small business e-billing software?
1. Introduction
E-Billing is the bank accounting software for business for managing invoices, Inventory management, and Quotations. E-Billing software is not only CRM software it used to manage whole completed financial and business marketing. This software totally builds for business control only admin can permission granted user can be access. The purpose of this document is to reduce the manpower in managing the payment, customer, and billing.
2. Description
We are happy to provide the E-Billing software for all kinds of product-based industries who have worked so hard on the manual process of billing and customer transaction details. The main object of the E-Billing is to manage Invoice system, payment, customer, bills, transaction, and receipts. With the help of E-Billing, the admin can able to track all details.
E-Billing Invoices, Inventory, Quotations, Bank Accounts and Customers managed and accounted in one place. E-Billing is the smart way to make the business Quotations, product Invoices, Purchase Orders and warehouse stocks.
3. Functionality and features
E-Billing main feature is to Collaborate with your whole team using permissions for each member. Save the time you spend on the process and use it to explore new opportunities. E-Billing is user-based roles, where admin will give access control to the employee in the system, with the help of the teamwork will able to increase the more production in the business model.
3.1 User based roles
It all about the team effort where admin will have all the authority in the system, Admin will get all option to edit and add into the system. Admin can view the list of option in the system. Easily accessible admin panel so admin can view all the site statistics on the dashboard. Admin has full authority to control the site.
Admin will give the access control to the specified person in the organization; we can give a scenario to user roles will be like,
· Administrator (admin will get the control access to the down line user )
· Purchaser person (Purchase can be managed by the admin, with specified access)
· Manager person (Manager can be managed by the admin, with specified access)
· Salesperson (sales can be managed by admin, with specified access)
· Accountant person (Accountant can be managed by admin, with specified access)
3.2 Dashboard
Admin and all the specified down line user will have the access to view list features options like, with the graphical representation on the today, this week, this month and this year
· New Items
· Purchased Item
· Sold Items
· Purchased Value
· Sales Value
· Value in Warehouse
· Warehouse Products
Along with that admin can view the list of Yearly Sales in graphical representation where admin view overall structure of the CRM management
3.3 Product management
Admin can able to manage the list of product and tracks all the information of product added, list of the added product and also import product with the CSV file format
3.3.1 Manage Item Quantity: At the time of adding the number of product the admin should add the number of quantity for each product. After adding items from product details and number of stock details is shown in the admin panel only a specified person (based on access control) can see the items names and the total count of products.
3.3.2 Product Alert: At the time of product have been purchased the product alert will give the list of recent purchase list in the dashboard.
Purchase management it’s all about deals with monitoring the information and transactions of the product from the warehouse and customers. Editing, adding and updating of Records is improved which results in proper resource management of Payment data
3.4.1 Purchase returns: In purchase return where the admin will get to know about the list of purchase return lists, the admin can able to add and edit the list of purchase return list. Save time and ensure data accuracy when you create purchase orders that update inventory levels automatically.
There are several ways to record deposits to accounts but the most efficient way in go Billing is through the Bank payment system. Deposits from customers, miscellaneous sales, etc. can be entered here. Transfer money from one bank account to another.
Use this option to set up and configure your bank accounts. All accounts are used to reconcile customer payments and payments to Expenses.
· Bank Account Deposit Purpose Deposit may be saving account, current account or any other type of account that allows money to be deposited by the account holder.
· Bank Account Transfer Purpose Transfer money from one bank or cash account to another. If any account doesn’t have sufficient money at that time you can’t transfer money from one account to another account.
· Create Bank Account Purpose To setup and configure your bank accounts admin has to create bank account. The default bank account will be printed in the Invoice. All accounts are used for customer payments and payments to Suppliers.
· Accounting An accounting system that integrates seamlessly with your inventory and order management system. Automate your invoicing and gain greater visibility over costs and profits.
3.6 Sales management
In the sales management where admin will get feature options like to make the Stocks, warehouses, currencies, taxes and price-lists, expenses, bank accounts in one system.
· Sales
· Sales return
· Quotation
· Invoice
· Payment
Sales: Sale will give the list product have been sold in the recently, admin can add the list of sold product item in the system.
Quotation: When you want to create a Quotation, first create a customer. Use the Billing Address as an address. Admin can also able to add and edit the list quotation.
Invoice: Once you create an invoice one time you can’t change the Info but in the user profile, info will be changed. E-Billing allows you to keep track of your Quotations, invoices, payments and generate reports. The invoice with different taxes based on items.
Payment: Payment, the list of payment can be added by the admin based on the product purchased report and admin can add the profile of the organization
3.7 Report management:
Access and generate sales reports that offer accurate insights for better, more informed business decisions whenever and wherever all in real-time.
· Inventory Stock on Hand Reports
· Sales Reports
· Sales History Reports
· Purchase Reports
· Team Members Reports
· Expense Reports
· Income Report
· Income VS Expense Reports
3.7.1 Features on reports generation:
· It generates the report on Payment, Customer, and Login
· Provide filter reports on Bills, Transactions, and Receipts
· You can easily export PDF for the Payment, Login, and Transactions
· Application also provides excel export for Customer, Bills, Receipts
· You can also export the report into CSV format for Payment, Customer, and Receipts
Customers:
Easily manage your customers through a form or CSV import. Customer’s area is fully separated from the admin area. Customers have their own panel with all financial data from your company presented in clear view.
Users:
Users will able to add the list of user need to access the software along with the access controls for the every user based on the pay grade.
3.9 order management
Increase your business efficiency of handling orders with our order management software that makes it easy to track and fulfill orders. Order management admin need to added the product manually and in stock product in the warehouse, this will be managed by the admin
Multi Warehouse
Manage your inventory efficiently across multiple warehouses and locations all on a single platform.
3.10 general settings
· Cms page
· Company Setting
· Category management
· Branch
· SMTP Setting
· Discount
· Tax
· Ledger Name
We have lots of readymade scripts with user preferable customization, SEO-friendly URL, fully secure code, and brand-free site. In addition, we also offer 6 months of free update services with 2-year technical support and 24×7 technical support team help for your solution.
For Free Demo and other Price regarding details visit https://www.hwinfotech.com/
I hope this article would help you but if you need any more explanation then feel free to ask me.
If you want more knowledge to build your own website or mobile application then visit my Medium profile or visit https://www.hwinfotech.com/
If you like the article please follow me on Medium for more articles like these.
Thank you
