Owning your own consultancy business already brings a lot of challenges. Managing invoices and adapting 10 other software programs to manage every activity does nothing, but simply adds to the task.
As a counselor, you need a dedicated consultant billing software that can automate and track your due payments, even when you are on the road. For a counsellor, accurate time tracking is critical to your business as non-compliance can lead to incorrect invoices and mistrust. In addition, a counsellor needs to actively manage each of their business aspects like any other business person, such as client management, task management, time tracking, inventory management, converting time into invoices and more.
To simplify business management and bring all 10 different areas of software into one account, we developed a fully customized, self-hosted solution for our counselling industry client.
Our client is in the recruitment management and consultancy business, supporting other businesses with their recruitment needs.
In order to efficiently manage the business, workforce and invoicing, we were given the key requirements here:
-Billing clients based on the number of workers provided.
-Time tracking for easy calculation of overtime.
-Creating a dropdown for overtime costs in the invoice template.
-A separate area to create an employee profile.
-Customisation of the invoice template according to the requirements.
-Generating reports to calculate profits and losses.
Taking into account all the requirements that were communicated to us, our team quickly created a customize consultant billing software for our client. Here you can see how the invoicing for the consultancy business took shape in this project:
Scope of work:
The scope of the project includes implementation of Invoicera consultant billing software in online mode using the existing features of the application with customized invoice template & functionality involved.
The application will include the following modules:
1. Created module for employee management:
A module created to allow the administrator to manually upload or import employees in CSV or XLS format.
>Employee name
>Employee number
>Record
2. Invoice management
A list of some custom additional columns has been added to the invoice creation page to make invoicing easier.
3. Client management
A completely separate section that allows the administrator to:
a) Add new customers
b) View, filter the client list: View all clients in the client management
c) Edit client, go to details, add credits
d)receive-online-payment manner
4. staff management
This section helps the administrator to
a) Adding staff members of the company
b) define permissions for each staff member
5. report management:
A dedicated area to create and analyze reports at irregular intervals:
(a) Customer report:
b) Employee management report:
(c) Invoice report:
(d) Staff report:
(e) Estimate report.
And many more.
6. technical support
Invoicera believes in providing technical support and guidance even after the delivery of the project. Our support staff is easily accessible through various platforms.
>Skype
>Go to Meeting
>Uberconference
>Email or telephone
>Remote maintenance via Teamviewer
Final words:
Invoicera has been developing invoicing platforms for businesses around the globe for 16 years. By customizing an invoicing software, you can host a completely self-hosted consultant billing software in your environment and have it customized to your system.
Do you also struggle with invoicing and business management with your manual setup? Host a customized consultant billing software, today.
Get in touch with our experts now!
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