FX Invoicing Overview

The FX Invoicing module completes the quote-to-cash process, ensuring a four-way match between the contract, quote, ticket, and invoice.

While FX Invoicing doesn’t replace an enterprise resource planning (ERP) system, it makes integration with an ERP less complicated while supporting the intricacies of each customer’s invoicing requirements and ensuring contract compliance – specifically to rental jobs and equipment.

FX Invoicing provides the ability to track payments to track the customer’s available credit – giving you a 360-degree view of a customer’s account balance.

Features

Benefits

  • Preserves contract compliance.

  • Reduction in billing errors.

  • Less customer push back and faster payment.

  • Access to customers' credit availability in the field.

  • Streamline invoicing based on the customers' business logic and timeline.

Seamless Integration

  • FX Invoicing can be integrated with your current ERP/accounting system to ensure financial compliance and accurate revenue recognition.

  • FX Invoicing also be integrated with several third party sales tax calculation tools to ensure the proper sales tax is included on invoices based on the location of job.

Strategic Reporting

  • With invoicing data located within FieldFX, FX Invoicing provides the capability to generate custom reports on data from the contract, quote, ticket, as well as the invoice.

  • Data can be rendered in many ways to create strategic reports for you and your customers.

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