Deprixa Plus — Invoicing · Tips for Power Users
- Use bulk shipment import: For clients billed monthly, set up a workflow to pull all delivered shipments for the billing period directly into a new invoice with one click.
- Customize PDF templates: Go to Settings → Invoice Templates to adjust the PDF layout. Add custom fields, payment instructions, or terms and conditions.
- Monitor the Overdue list daily: A dedicated "Overdue" filter in the invoice list shows all overdue balances sorted by age. A quick daily review and follow-up call significantly improves collection rates.
- Use credit limits as a guardrail: Configure credit limits for each client in CRM. The system will warn you before a new invoice pushes them over the limit, prompting a proactive conversation.
- Set up recurring invoices for contract clients: Eliminate manual monthly billing by automating recurring invoice generation. Review the draft before it sends to catch any shipment discrepancies.
- Track payment reference numbers: Always record the bank transaction reference when logging a payment. This makes bank reconciliation in Accounting much faster.
- Export invoice history for tax filing: Use the invoice list CSV export at the end of each fiscal quarter to prepare tax filings. Filter by issue date and status for a clean dataset.