At Inventrar, we believe financial workflows shouldn’t slow you down; they should fuel your growth. Our invoice management module blends automation, flexibility, and insights so that every invoice is not just a document, but a strategic asset.
Flexible Invoice Generation
- One-Click Conversion: Turn any shipping manifest, sales order, or purchase order into a fully branded invoice in a single click—no manual data entry, no errors.
- Brand-Consistent Templates: Leverage Inventrar’s drag-and-drop template builder to design HTML/CSS invoice layouts that carry your logo, colors, and payment instructions. Footer blocks can be customized with regulatory disclosures or promotional messages (e.g., “Ask us about our volume discounts!”).
- Dynamic Line-Items & Bundles: Beyond simple SKU lists, support product bundles, tiered pricing, and service-hour line-items. Conditional sections (e.g., “Warranty Terms”) appear only when relevant, keeping each invoice clean and precise.
Benefit: Empower your sales and procurement teams to focus on relationships and negotiation—not on tedious document formatting.
Multi-Tax & Exchange Handling
- Jurisdiction-Aware Tax Rules: Define and assign VAT, GST, withholding tax, or special local levies at the item, customer, or region level. Tax calculations update automatically when you clone or edit invoices.
- Real-Time FX & Gain/Loss Tracking: For cross-border trade, Inventrar pulls live FX rates at invoice creation—and again at payment—so your finance team sees exactly where foreign-exchange gains or losses occurred. Automated journal entries post the revaluation, eliminating month-end surprises.
- Tax Reporting & Filing Exports: Generate pre-formatted tax reports (e.g., VAT returns, GST summaries) in your country’s standard file formats—ready for electronic filing or your accountant’s review.
Benefit: Stay audit-ready and compliant globally, while maintaining the agility to sell in any market or currency.
Automated Payment Matching
- Seamless Bank & Gateway Integration: Connect any bank via secure APIs or upload daily statement files. Link popular gateways—Stripe, Paystack, Flutterwave—so that incoming receipts flow straight into Inventrar.
- Smart-Rule Reconciliation: Leverage configurable matching rules (amount tolerance, date range, reference keywords) to auto-reconcile payments to their corresponding invoices. Partial payments and prepayments are accurately applied, with unapplied balances tracked in a holding account.
- Exception Management: Payments that can’t be matched trigger configurable alerts—via email, Slack, or in-app notifications—so your AR team can resolve mismatches before they snowball.
Benefit: Reduce DSO (Days Sales Outstanding) by cutting manual matching time by up to 80% and minimize human error.
Dunning & Collections Automation
- Multi-Stage Campaigns: Define drip sequences—Day 1 friendly reminder, Day 7 firmer notice, Day 15 “legal escalation”—all with custom templates and sender identities (e.g., “Your Account Manager”).
- Behavioral Triggers & A/B Testing: Use open-rate and click-through data to pivot messaging—if a customer ignores reminders, automatically escalate tone or involve a collections specialist. Test subject lines or send-times to optimize engagement.
- Integrated Dispute Handling: Allow customers to click “Dispute” in reminder emails, which automatically opens a support ticket in Inventrar’s helpdesk. Attach all relevant invoice and payment data for fast resolution.
Benefit: Maintain healthy cash flow while preserving customer goodwill through personalized, data-driven communications.
Aging Analysis & Executive Dashboards
- Real-Time Aging Buckets: View receivables and payables across “Current,” “30–60,” “60–90,” and “90+” day buckets, with drill-down by customer, region, or product line.
- Custom Alerts & Thresholds: Set aging-based alerts—for example, notify finance leadership when any single invoice exceeds 60 days past due, or when total past-due AR crosses a % of monthly revenue.
- Automated Reporting: Schedule Excel, PDF, or CSV exports of AR/AP aging reports. Push them via email or SFTP to stakeholders, or embed them in your weekly executive briefing.
- Predictive Cash-Flow Forecasting: By combining aging data with sales pipeline and historical collection trends, Inventrar projects your near-term cash flow—so you know whether you can afford that new equipment or need to tighten credit terms.
Benefit: Give CFOs and owners crystal-clear visibility into liquidity, risk, and working-capital needs—turning reactive fire-drills into proactive strategy sessions.