Introducing Invoice Module & New Feed Pane
Hi there,
We’re excited to introduce our latest advancements in Wello FSM Solution: Adding Invoice Module and the newly developed Feed Pane.
These enhancements are designed to support invoice and communication management, providing comprehensive oversight of each project’s lifecycle from start to finish, thereby improving both transparency and operational efficiency.
Invoice Module: Your Gateway to Seamless Invoice Management
Our updated Invoice Module simplifies the invoicing process, delivering clarity on the source and outcome of every work order and object. Whether originating from a helpdesk ticket, preventive service contract, or manual entry, you gain complete insight into each work order’s genesis and resolution. Additionally, converting invoice outputs into credit notes is now straightforward, ensuring fluid financial transactions.
Key Enhancements:
- Automatically create invoices from work orders, sales orders, or service contracts.
- Create Invoices Effortlessly: Generate invoices with a few clicks, ensuring accurate billing for your services.
- Add Parts to Invoices: Itemize parts and services, providing detailed and transparent billing to your clients.
- Billing hour types are converted into an item. Register actual working hours and apply rounding on the service report, then convert them into an item on the invoice.
- Invoice Management Simplified: Search, manage statuses, and customize, all from one centralized module.
Feed Pane: Centralized Interaction Tracking
The Feed Pane complements the Invoice Module by centralizing the tracking of all related communications, including comments, emails, and file attachments. This feature ensures that nothing slips through the cracks, fostering better communication and documentation of every step in the overall process.
Benefits:
- Enhanced Communication: Monitor all interactions associated within, from client queries to internal notes.
- Streamlined Attachments: Easily access and manage all files related ensuring that crucial documents are always at your fingertips.
- Traceability: With a complete history of comments and emails, you’ll have a comprehensive view of the communication flow.
The integration of the Invoice Module with the Feed Pane provides a powerful solution for addressing the complexities of invoicing and client communication. By offering an in-depth view of each project phase, these tools are designed to increase billing accuracy, boost client satisfaction, and streamline operational processes.
Source & Output
We are adding extra information to each object. Invoices and credit notes will display the origin (source) of the document and its destination (output). You will see the same source and output for every object, making traceability very easy.
Discover how our latest product enhancements can transform your invoice management approach. Elevate your business’s transparency, control, and efficiency starting today.
We’re committed to continuously improving and updating Wello Solutions to meet your needs and exceed your expectations. Explore the new features today and see how they can transform your field service management experience.
Note: You have the flexibility to seamlessly switch between the new release and the previous version at any time by clicking on the ‘?’ icon located in the top-right corner.
Stay tunеd for a morе dеtailеd and еnrichеd usеr еxpеriеncе as we continuе to еnhancе our product in thе upcoming rеlеasеs!
