Coupling

Link SnelStart to 4planning

Easily transfer quotes and completed projects from 4planning to SnelStart for swift and clear invoicing.

Description

The integration between SnelStart and 4planning directly links your project administration to your accounting. As soon as a quote is accepted or a project is completed, the associated customer, project, and invoice details can be transferred to SnelStart. This eliminates the need for manual data re-entry and makes the transition from execution to invoicing faster and more efficient.

The integration ensures that important information from 4planning is immediately available for invoice preparation. This includes customer details, quote amounts, project information, and work carried out. This prevents duplicate data entry, reduces the chance of errors, and ensures your project administration and financial administration are better aligned.

For businesses, the link with SnelStart means less administrative work and more control over the invoicing process. Completed projects don't remain unnecessarily pending and can be processed more quickly in the accounting. This way, invoicing becomes a logical part of your central workflow in 4planning, and you maintain an overview of projects, revenue, and work yet to be invoiced.

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Features

  • Forward accepted quotes to SnelStart
  • Prepare completed projects for invoicing
  • Automatically transfer customer and project data
  • Prevent duplicate entries and manual errors
  • Speed up the invoicing process
  • Keep project administration and accounting connected
  • Better control over completed, but not yet invoiced, projects

Costs

This coupling is included on request in all 4planning packages.
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