The situation
Time leaves no receipt
What you sell is time and attention.
Retainer, hourly, one-off
The same client is often on more than one at once. Some bill on coefficients.
The work lives somewhere else
It has to become an invoice without anyone retyping it.
What lands is different
Payments in dollars and euros never match the amount invoiced.
Terms live in somebody's head
Which client has which service is written down nowhere.
Acts are produced by hand
Every delivery needs its acceptance act.
Debt grows quietly
Delivery continues while unpaid, because stopping is awkward.
What Adviso takes over
- Turning the retainer, the hour and the one-off job into an invoice
- Calculating on coefficients for the work actually delivered
- Producing the acceptance acts
- Accounting for the currency difference
- Which client has which service, written in the system rather than in somebody's head
The ways of working
Way one. Where there is a CRM.
It feeds Adviso, as in construction.
Way two. Where there is not.
Adviso is the source and holds the clients, the services and the terms itself.
Downstream, your accounting software or Adviso Accounting.
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