Invoice & Payment Automation with àbank
àbank integration
We added àbank integration to eliminate manual work with invoices and payments and make the financial stage of deals faster and more transparent.
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Invoice generation: invoices are created automatically when a deal moves to the required stage.
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Sending to customers: invoices are instantly sent to the customer via email.
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Payment tracking: CRM receives transaction data and updates the deal status.
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Financial records: all payment data is stored in CRM without errors or duplicates.
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