Systembaker

Streamline Invoicing

The system allows you to issue invoices and then transfer them to accounting systems, thanks to the ISDOC standard. For each project and task, you can set either an hourly rate or the value of the entire project. Based on the hours worked on tasks in the project, it is then possible to issue invoices to the client entity directly from the project.

Invoicing with a few clicks and bank integration

In Companybaker, you can easily generate an invoice directly in the project - select the period and the hours for that period are immediately transferred to the invoice. With another click, send the invoice to the client.
The system also verifies, thanks to bank integration, whether the invoice has been paid or is overdue.

It is possible to configure automatic operations according to the specific needs of clients that the system should perform at a certain time.
For example, if an issued invoice is not paid by the client and is overdue, the system can automatically send a reminder to the client.

If the invoice is still not paid, the system can send a second reminder (e.g., after 14 days) and at the same time create a task for the sales director to contact the client personally. If the deadline passes without payment, it can automatically block the provision of services to the client (e.g., access to subscribed content).