Every company in the CRM has a Finance tab on its card, part of the free CRM. It holds what that customer pays you: their subscriptions and their payments.
Subscriptions
- A subscription is income that repeats: every period it adds a payment line to Income payments below.
- Each has a short Reference, a period (monthly or yearly), its products and the day it starts.
- A monthly subscription runs until cancelled. A yearly one renews, and a renewal task reminds you before the day.
- End subscription takes a day and a reason; Resume subscription brings it back.
Income payments
- Each payment is one line: where it comes from (One-off, or its subscription), what it holds, the total with VAT and the day it is due, in red once it is late.
- Confirm records the day the money arrived, and the payment's Trail keeps who did what and when.
- A payment's menu holds View, Download pro-forma, Send pro-forma and, once it is late, Write a reminder. Send pro-forma and Write a reminder open your e-mail app with the message written, or copy it; nothing is sent for you.
- A pro-forma invoice takes one click, in Bulgarian for a buyer in Bulgaria and in English otherwise. It says it is not a tax invoice: that stays your accountant's.
When you win a deal, its products arrive here by themselves: the one-off products as a payment, and each subscription as a subscription.
+ Add new subscription and + Add new payment sit at the top of each box. Every price is without VAT, and the VAT follows your organisation's settings.