Oversigt

Flowtly Redaktionsteam1 min

Klienter er afgørende for fakturaoprettelsesprocessen og en effektiv administration af dine forretningsrelationer. Klientfunktionen i Flowtly fungerer som et centralt knudepunkt til administration af alle klientrelaterede oplysninger og interaktioner. Denne funktion giver dig mulighed for at opretholde en detaljeret database over dine klienter, herunder vigtige kontaktoplysninger, faktureringspræferencer, kommunikationshistorik og finansielle poster. Ved at centralisere klientdata sikrer du nøjagtighed, strømliner driften og forbedrer din evne til at betjene dine klienter effektivt.

Eksempler på anvendelsesscenarier

  • Onboarding af nye klienter: Opret en komplet profil for en ny klient, herunder alle nødvendige kontakt- og faktureringsoplysninger, som forberedelse til fakturering.
  • Administration af klientkommunikation: Spor kommunikationslogfiler og specifikke præferencer for hver klient for at opretholde stærke forretningsrelationer.
  • Generering af fakturaer og rapporter: Hent nemt klientdata for at generere præcise fakturaer og finansielle rapporter relateret til deres transaktioner.
  • Opdatering af klientoplysninger: Opdater hurtigt kontaktoplysninger, betalingsbetingelser eller andre klientspecifikke oplysninger, efterhånden som de ændres.

Forbindelseskort

Henviser tilForbrugerDel afUdledt af
Beskrevet herBeskrevet et andet sted
invoice faktureres til counterparty. invoice beskattes af tax-group. cost belaster budget. cost skyldes til counterparty. bank-transaction afstemt med invoice. contract planlægger payment-schedule-line. contract vedhæftet budget. budget dækker project. invoice faktureres fra project. project knyttet til budget. lead bliver til counterparty. deal solgt til counterparty.faktureres tilbeskattes afbelasterskyldes tilafstemt medplanlæggervedhæftetdækkerfaktureres fraknyttet tilbliver tilsolgt tilFFaktura — A sales document issued to a client: line items, dates, tax. It is created, reviewed, previewed and then sent.FakturaMModpart — The other side of a financial document — a client billed, or a supplier owed.ModpartMMomsgruppe — The tax treatment applied to a line, so rates are set once rather than per document.MomsgruppeOOmkostning — Money the organisation owes or has spent, tracked against a budget.OmkostningBBudget — The financial envelope an engagement is measured against — what was planned, versus what has actually been spent.BudgetBBanktransaktion — A movement on a connected bank account. Matching it to an invoice or a cost is what makes the books agree with the bank.BanktransaktionKKontrakt — The financial terms of an engagement: a structured set of payment schedule lines, in one direction or the other.KontraktBBetalingsrate — One dated amount on a contract, in a direction — money owed to a supplier, or due from a client.BetalingsratePProjekt — The core organizational unit for a business initiative, client engagement or internal work. Everything tracked — time, cost, invoicing, profitability — hangs off one.ProjektEEmne — A company you are working but that is not a customer yet. It sits at New, Contacted or Qualified, and everything done to it is logged against it.EmneSSalgsmulighed — A sale in progress: a customer, an amount, and the stage it has reached. It cannot exist without a customer, and its stage is never blank.Salgsmulighed