Exact Online linked to 4planning: from completed project to invoice

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

This handles the integration for you: Forward accepted quotes directly: as soon as a customer has agreed to a quote, you can easily forward the relevant data to Exact Online. Prepare completed projects for invoicing: is a project finished? Then forward the associated customer, project, and invoice data to Exact Online to further process the invoice. Automatically include customer data: prevent you from having to re-enter names, addresses, and contact details repeatedly. Align quote and project data: amounts, activities, and other important information from 4planning are carried over to your invoicing process. Reduced chance of errors: by no longer manually re-typing data, you reduce the chance of duplicate entries and administrative errors.

This way, the transition from quotation to project and from project to invoice is better aligned. You maintain an overview of the entire process in 4planning, while Exact Online is used for financial processing. This saves time, prevents completed projects from being left behind, and ensures that invoices can be sent out more quickly.

See the link here