The KORONA Invoicing Package enhances your POS system with powerful tools designed to improve efficiency, automate key processes, and optimize business operations. Below is a breakdown of the key features and their benefits.
- Quotes
- Rentals
- Delivery Notes
- Invoices
- Collective Invoices
Quotes
Easily create and manage customer quotes directly within KORONA. Quotes allow you to provide customers with a detailed estimate before finalizing a sale. Once approved, quotes can quickly be converted into invoices or sales orders, saving you time and reducing errors.
- Present customers with polished, accurate estimates.
- Seamlessly convert quotes into invoices without duplicate entry.
- Quickly look up and edit existing quotes to keep records up to date.
Rentals
The rental feature makes it simple to track, edit, and manage rented items. From short-term equipment rentals to long-term agreements, KORONA provides full visibility into rental periods, customer details, and outstanding items.
- Simplify rental creation, editing, and tracking.
- Maintain accurate customer and rental history for repeat business.
- Prevent losses by monitoring due dates and outstanding rentals.
Delivery Notes
Delivery notes give you an efficient way to track items being delivered to customers. Generate, edit, and search delivery notes to ensure accuracy and transparency in your fulfillment process. Reports provide insight into delivery performance and outstanding notes.
- Provide customers with clear documentation of what was delivered.
- Improve accuracy by keeping records consistent and easy to search.
- Gain insight into deliveries with summary reports and tracking.
The Delivery Note Summary report can be found under the Evaluations tab.
Invoices
The invoicing feature allows you to generate and manage invoices for any completed sale. Keep records organized, print or email invoices directly to customers, and simplify your accounts receivable process.
The menu for your invoices can be accessed by navigating to Invoicing > Invoices. Once you are on that screen, any paid invoices will not be shown. However, you can view all of your invoices by clicking the filter button.
Also, invoices that have not been booked will not have a number. If an invoice has not been sent, a red “X” will appear in the ‘Sent’ column. If it has not been paid, a red “X” will also appear in the ‘Paid’ column.
- Issue polished invoices with detailed line items and totals.
- Keep customer billing records organized in one system.
- Print or email invoices directly for faster payment collection.
Collective Invoices
With collective invoices, you can combine multiple transactions or deliveries into a single invoice for a customer. This helps simplify billing for recurring or grouped services, ensuring a smoother customer experience and reducing administrative workload.
- Simplify billing by merging multiple orders into one invoice.
- Save time by reducing administrative work for frequent customers.
- Provide a better customer experience with clear, consolidated billing.
If you have multiple customer orders that you want to convert to Invoices, you can first set them to be ready for pickup and then create Delivery Notes for them. If a customer has multiple Delivery Notes booked, when one of them is selected, a Collective Invoice can be created. After selecting one of the Delivery Notes, mouse over ‘More’ and select ‘Create Collective Invoice.’
In the above instance, we are only choosing to combine two of the Delivery Notes into one Invoice, but all could be chosen if preferred.
Conclusion
The KORONA Invoicing Package includes a range of advanced tools designed to simplify operations, optimize inventory, and enhance reporting accuracy. These features help businesses save time, increase efficiency, and maintain profitability with minimal effort.
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