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Billing

Support for different invoice models

Support for different invoice models
We have different invoice templates compatible with different user needs. Each invoice template is customizable, allowing to change the user's logo, the background, foreground and font color as well as other characteristics.

Management of charges and payments

Management of charges and payments
The tool allows you to manage which invoices have been collected and which invoices have been paid. The functionality allows managing different payments for the same invoice so that for each payment you can see the date it was made. The invoice is not marked as paid until all the payments made reach the total of the invoice.

Export invoices

Export invoices
Contasimple United States supports different export types. For individual invoices, we allow the export in PDF format.
For your accounting, we allow you to export summaries in Excel or compatible format.
For your accounting, we also allow you to export all your invoices at once in compressed PDF format in a ZIP file.

With these tools, the customer can always have his accounting in Contasimple United States and a backup on his personal machine.

Attach files to invoices

Attach files to invoices
Contasimple United States offers the possibility of uploading files to the tool and associating them with an invoice. This functionality is very useful to have grouped documents that conceptually go together, as for example a praise to an invoice. In this way, we also offer the possibility of having a backup copy of the files of the users. This functionality is also known as Virtual Disk.

Automatic billing

Automatic billing
Contasimple United States offers the possibility of sending the invoices to the clients at the same time as the user inserts it in the platform, in this way it is made easier and faster the management of billing processes.
The user will be able to personalize the message of the invoice, as well as to put in a hidden copy if he wishes it to guarantee that the shipment has been made correctly.

Generation of fertilizers

Generation of fertilizers
Generate your invoices in a single click in less than five seconds.

Support for different currencies

Support for different currencies
We offer support for different currencies and countries. When registering, you select the country with which you want to work and the fiscal region. In said process will automatically select the currency associated with your region.

Dropbox integration

Dropbox integration
We integrate with Dropbox and Google Drive, offering the user a functionality that allows each invoice created in the tool to be automatically copied to his Dropbox account.
In this way, the user has an automatic backup system. security in your personal Dropbox account.

Integration with Google Drive

Integration with Google Drive
We integrate with Google Drive offering the user a functionality that allows each invoice created in the tool is automatically copied to your Google account.
In this way the user has an automatic backup system in your personal Google Drive account.



Estimates

Support for different budget models

Support for different budget models
There are different models of budgets compatible with the needs of users. Each budget model is customizable with the user's logo, as well as the background color and other characteristics. If the user wishes, our technical team can implement a budget model on demand.

Management of budget statements

Management of budget statements
The tool allows you to see and associate different invoices to a budget and manage the different states that this may have.

Export of budgets

Export of budgets
We support different types of export. For individual budgets, allow us to export in PDF format.
For your accounting, we allow you to export summaries in Excel or compatible format.

With these tools, the client can always have their budgets in the cloud and a backup on your personal machine.

Automatic delivery of budgets

Automatic delivery of budgets
We offer the possibility of sending budgets to clients at the same time as the user inserts it into the platform, in this way it becomes easier and faster to manage the billing processes.
The user will be able to personalize the message of the budget, as well as to put in hidden copy if it wishes it to guarantee that the shipment has been made correctly.

Generate invoices from a budget

Generate invoices from a budget
You can invoice a budget in a single click.

Generate delivery notes of a budget

Generate delivery notes of a budget
It offers the possibility of generating a delivery note through a budget with a single click.

Support for different currencies

Support for different currencies
Support is offered for different currencies and different countries. When registering, you select the country with which you want to work and the fiscal region. In this process, the currency associated with your region will be automatically selected.

Integration with Dropbox and Google Drive

Integration with Dropbox and Google Drive

Integration with Dropbox and Google Drive
We integrate with Dropbox and Google Drive offering the user a functionality that allows each budget you create in the tool to be automatically copied to your Dropbox account.
 In this way, the user has an automatic Backup system in his personal Dropbox account.



Delivery notes

Support for different models of delivery notes

Support for different currencies
There are different models of delivery notes compatible with the needs of users. Each delivery note model is customizable with the user's logo, as well as the background color and other characteristics. If the user desists, our team can implement a budget model on demand.

Management of delivery notes

Management of delivery notes
The tool allows you to see and associate different invoices to a delivery note and manage the different states that this may have. By default, a filter will be applied to show all the delivery notes except for Rejected, Closed and Billed. This default filter can be deleted in Settings -> Preferences.

Export of delivery notes

Export of delivery notes
Different types of export are supported. For the individual delivery notes, we allow the export in PDF format.
For your accounting, we allow to export summaries in Excel or compatible format.

With these tools, the client can always have their budgets in the cloud and a backup on your personal machine.

Attach files to delivery notes

Attach files to delivery notes
It offers the possibility of uploading files to the tool and associating them with a delivery note. This functionality is also known as Virtual Disk.

Automatic delivery of delivery notes

Automatic delivery of delivery notes
It offers the possibility of sending the delivery notes to the clients at the same time as the user inserts it into the platform, in this way the management of the billing processes is made easier and quicker.
The user will be able to personalize the delivery note message, as well as to make a hidden copy if he wishes to guarantee that the shipment has been made correctly.

Generate invoices from a delivery note

Generate invoices from a delivery note
You can invoice a delivery note in a single click.

Support for different currencies

Support for different currencies
Support for different currencies

Integration with Dropbox and Google Drive

Integration with Dropbox and Google Drive

Integration with Dropbox and Google Drive
It integrates with Dropbox and Google Drive offering the user a functionality that allows each delivery note that he creates in the tool to be automatically copied to his Dropbox account.
In this way the user has an automatic backup system in your personal Dropbox account.



Accounting



Accounting
Our tool performs the management of all the books of records necessary for the presentation of taxes according to the needs imposed by the Treasury. Among these books are:
  • Record Book of Issued Invoices
  • Receipt of Invoices Received
  • Investment property register book
  • Expense record book

Management of the Issued Bills Registry

Management of the Issued Bills Registry
This functionality supports the creation of invoices in PDF, the posting in the Register of Issued Invoices, the sending of invoices by email directly to your customers, etc ...

Management of Receipt of Invoices Received

Management of Receipt of Invoices Received
This functionality supports the posting of the received invoices and their inclusion in the Received Invoices Registry.

Management of the Record of Expenses

Management of the Record of Expenses
This functionality supports the posting of those expenses without an invoice, for which you only have a simplified invoice or proof of purchase.

Management of the Registry of Investment Property

Management of the Registry of Investment Property
This functionality supports the accounting of the invoices supported by the purchase of goods that exceed € 300, and therefore, that can be amortized. It allows selecting the amortization period and calculates the amount to be amortized in each period.

Management of the Budget Register

Management of the Budget Register
This functionality supports the creation of budgets in PDF format, the posting in the Budget Register, the generation of previously created budget invoices, the sending of budgets by email directly to your clients, etc ...

Management of the Record of Delivery Notes

Management of the Record of Delivery Notes
This functionality supports the creation of delivery notes in PDF format, the posting in the Delivery Notes Register, the generation of previously created invoices, the sending of delivery notes by email directly to your customers, etc ...



Reports



Profit and loss report

Profit and loss report
This report allows you to see the status of your company.



Others



Customer / supplier management

Customer / supplier management
This module allows you to complete the management of your supplier clients, and streamlines the process of creating invoices when selecting who generates the invoice and to whom it is addressed.

Help and Support

Help and Support
All modules and screens of the platform have a Help section to explain in a simple way what each function means and what it is for.

Annotation management

Annotation management
To make the web platform more complete, an annotation system has been integrated that helps you to have that information that is important for you wherever you want.

Messenger service

Messenger service
The platform integrates a messaging system to contact directly with our customer service department or with users of "daughters" accounts in the event that several accounts are managed.

Virtual disk

Virtual disk
We offer Virtual Disk functionality, a tool that allows the user to upload files to the cloud to maintain a copy in the cloud. If the user wishes, he can associate said files with invoices already existing in the tool.





Contasimple - The web of billing, accounting and taxes.

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