Intelligent Invoicing: Generation & Tracking
Transform your invoicing process from a tedious administrative chore into a streamlined, automated, and powerful driver of your company's cash flow. SmartBaise's Intelligent Invoicing system is engineered to eliminate manual work, reduce errors, and give you complete visibility over every penny you're owed, from the moment an application for payment is raised to the second it's marked as paid.
Effortless Invoice Generation
Creating professional, accurate invoices takes just a few clicks. Our intuitive "Raise New Invoice" form is designed for speed and flexibility.
Flexible Invoicing Methods
Choose how you want to bill. Create an invoice for a specific fixed value, or automatically calculate the amount by invoicing a percentage of the total contract value—perfect for interim payments and valuations.
Automated Document Creation
Once you've entered the details, the system instantly generates a clean, professional PDF invoice document, complete with your company logo and all necessary job and client information.
Customizable Terms
Set custom payment terms for each invoice and easily apply industry-standard retention percentages. The system handles all the calculations, ensuring accuracy every time.
Centralized Storage
The moment an invoice is created, its PDF is automatically saved and categorized within the job's central "Documents" widget, creating a perfect, permanent audit trail.
Powerful Invoice Tracking
Gain complete, real-time visibility over your accounts receivable across every project and the entire company.
At-a-Glance Job Financials
On every job detail page, a dedicated "Invoices & Variations" widget lists all associated invoices, showing their status ('Outstanding', 'Paid'), amount, and due date.
One-Click Reconciliation
Simply click the "Mark as Paid" button next to any outstanding invoice to update its status across the entire system. This instantly reconciles your accounts and updates all related financial reports.
Dashboard Integration
The data from every invoice automatically feeds into your main dashboard. See your company's total "Outstanding Invoiced" value in real-time, and watch the financial charts update as payments are received, giving you a live pulse on your business's financial health.
Automated Alerts & Proactive Chasing
This is where SmartBaise turns your invoicing process into a proactive cash flow engine. Use the "Rules & Alerts" system to put your accounts receivable on autopilot.
Automated Due Date Reminders
Set up a rule to automatically notify you or your accounts team when an invoice is approaching its due date, ensuring you can send a polite reminder before it becomes late.
Instant Overdue Alerts
Create a rule to trigger an immediate notification the moment an invoice becomes overdue, allowing for prompt follow-up.
Recurring Chaser Alerts
Stop manually tracking persistently late payments. Configure a rule to send you a recurring reminder (e.g., every 7 days) for any invoice that remains unpaid, ensuring nothing ever slips through the cracks.
By integrating generation, tracking, and automated alerts into a single, seamless system, SmartBaise's Intelligent Invoicing feature drastically reduces administrative overhead, improves your professionalism, and gives you the tools you need to ensure you get paid on time, every time.