Invoices and Credit Notes

Invoices and credit notes can be entered manually or automatically into FACT.pilot. In order to minimize the expenditure of time and to avoid type errors, we highly recommend the automated data transfer via dynamic interfaces.

If during the data migration any discrepancies should arise like double invoice numbers or debtors who cannot clearly allocated, the responsible clerk receives an error log with the corresponding advices. Each of the listed errors can directly be revised out of the error log – it is not necessary to change the menu item.

In order to provide your customers a better transparency and an easier reconciliation process, all external document information like your client’s invoice and customer number will be taken over during the data transfer. Of course, FACT.pilot generates also your own numbers for each document.

Each invoice automatically consumes your customer’s limit. Credit Notes set limit free.