WeFact integrated with 4planning: from completed project to invoice

Your project is finished, the client is satisfied, but then the invoice still needs to be manually created in your accounting system. With the new link between 4planning and WeFact, that final step becomes a lot easier. You can now forward quotes and completed projects directly from 4planning to WeFact, allowing you to invoice faster and re-enter less data.

This arranges the link for you: Forward accepted quotes directly: as soon as a customer has agreed to a quote, you can easily forward the relevant details to WeFact. Prepare completed projects for invoicing: is a project finished? Then forward the associated customer, project, and invoice details to WeFact to process the invoice further. Automatically include customer details: avoid having to re-enter names, addresses, and contact details repeatedly. Quote and project details in sync: amounts, work, and other important information from 4planning will be carried over to your invoicing process. Less chance of errors: by no longer manually typing in data, you reduce the chance of duplicate entries and administrative errors.

This way, the step from quote to project and from project to invoice is better aligned. You keep the entire process clear in 4planning, while WeFact 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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