Billing management

Simplified invoice tracking and management

Units simplifies accounting management by enabling the creation and tracking of customer invoices, with flexible customization options.

You can also create credit notes and bulk invoice generation via CSV file imports. Additionally, exporting data in Excel or PDF format makes it easy to collaborate with your accountant.

Different Billing Methods

Units allows you to issue invoices in various ways depending on your needs and workflow.

Direct Billing is the simplest and most common method. It allows you to manually create an invoice for a customer by selecting the relevant products or services. This method is ideal for one-time sales and offers complete flexibility in customizing these documents.

For businesses with a high volume of transactions, billing via import saves time by creating multiple invoices simultaneously. By importing a file containing product and customer information, Units automatically generates the documents, ensuring quick data entry.

Finally, billing from a shipment makes it easy to convert a shipped order into an invoice. This method is especially useful for businesses that handle regular deliveries and want to automate their billing process. Once the shipment is validated, Units automatically fills in the necessary information, avoiding errors and speeding up the accounting follow-up.

Each billing method is designed to meet your business needs, ensuring accurate tracking and seamless integration with other modules.