Coupling

Connect WeFact to 4planning

Easily transfer quotes and completed projects from 4planning to WeFact for quick and clear invoicing.

Description

The link between WeFact and 4planning connects your project administration directly to your invoicing process. As soon as a quote is accepted or a project is completed, the associated customer, project, and invoice data can be transferred to WeFact. This way, you don't have to re-enter data manually, and the step from execution to invoicing becomes faster and more efficient.

The integration ensures that important information from 4planning is directly available for invoice creation. This includes customer details, quote amounts, project information, and completed work. This prevents duplicate entries, reduces the chance of errors, and ensures your project administration and invoicing are better aligned.

For businesses, the integration with WeFact means less administrative work and more control over the invoicing process. Completed projects are not left lingering unnecessarily and can be processed into an invoice more quickly. This makes invoicing a logical part of your central workflow in 4planning, and you maintain an overview of projects, turnover, and work yet to be invoiced.

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Features

  • Forward accepted quotes to WeFact
  • 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 invoicing 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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