Jortt connected to 4planning: from completed project to invoice

Your project is complete, the client is satisfied, but then the invoice still needs to be manually created in your accounting. With the new link between 4planning and Jortt, that final step becomes a lot easier. You can now forward quotes and completed projects directly from 4planning to Jortt, allowing you to invoice faster and reduce the need for duplicate data entry.

This handles the integration for you: Send accepted quotes directly: as soon as a customer has agreed to a quote, you can easily send the relevant details to Jortt. Prepare completed projects for invoicing: is a project finished? Then you can send the associated customer, project, and invoice details to Jortt to process the invoice further. Automatically import customer details: prevent having to re-enter names, addresses, and contact details repeatedly. Keep quote and project details aligned: amounts, work, and other important information from 4planning are carried over to your invoicing process. Fewer errors: by no longer manually retyping data, you reduce the chance of duplicate entries and administrative errors.

This way, the step from quotation to project, and from project to invoice, aligns better. You keep the entire process manageable in 4planning, while Jortt is used for financial settlement. This saves time, prevents completed projects from being left behind, and ensures that invoices can be sent out more quickly.

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