Información general

Equipo editorial de Flowtly1 min

El módulo de Facturas en el sistema de gestión empresarial (BMS) de Flowtly ofrece una forma ágil y eficiente de gestionar todas las actividades de facturación. Permite a los usuarios crear, gestionar, enviar y rastrear facturas con facilidad, garantizando pagos puntuales y registros financieros precisos.

Ejemplos de uso

  • Crear y enviar una nueva factura a un cliente por servicios o productos completados.
  • Rastrear el estado de pago de una factura pendiente para garantizar el cobro puntual.
  • Adjuntar una factura a un presupuesto de proyecto específico para mantener la supervisión financiera.
  • Revisar un registro histórico de todas las facturas enviadas para informes financieros y auditorías.

Mapa de conexiones

Hace referencia aConsumeParte deDerivado de
Documentado aquíDocumentado en otro sitio
invoice facturado a counterparty. invoice gravado por tax-group. cost imputa a budget. cost adeudado a counterparty. bank-transaction conciliado con invoice. contract programa payment-schedule-line. contract adjunto a budget. budget abarca project. invoice facturado desde project. project vinculado a budget. lead se convierte en counterparty. deal vendido a counterparty.facturado agravado porimputa aadeudado aconciliado conprogramaadjunto aabarcafacturado desdevinculado ase convierte envendido aFFactura — A sales document issued to a client: line items, dates, tax. It is created, reviewed, previewed and then sent.FacturaCContraparte — The other side of a financial document — a client billed, or a supplier owed.ContraparteGGrupo de impuestos — The tax treatment applied to a line, so rates are set once rather than per document.Grupo de impuestosCCoste — Money the organisation owes or has spent, tracked against a budget.CostePPresupuesto — The financial envelope an engagement is measured against — what was planned, versus what has actually been spent.PresupuestoMMovimiento bancario — A movement on a connected bank account. Matching it to an invoice or a cost is what makes the books agree with the bank.Movimiento bancarioCContrato — The financial terms of an engagement: a structured set of payment schedule lines, in one direction or the other.ContratoVVencimiento de pago — One dated amount on a contract, in a direction — money owed to a supplier, or due from a client.Vencimiento de pagoPProyecto — The core organizational unit for a business initiative, client engagement or internal work. Everything tracked — time, cost, invoicing, profitability — hangs off one.ProyectoCCliente potencial — 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.Cliente potencialOOportunidad — 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.Oportunidad

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