FX Invoicing

Close the Loop on Your Customer Accounts

The FX Invoicing module completes the quote-to-cash process, ensuring a four-way match between the price book, quote, ticket, and invoice. While FX Invoicing does not replace an ERP system, it will make 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 and issue credit memos in addition to tracking the customer’s available credit- giving you a 360-degree view of a customer’s account balance.

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FieldFX Invoicing: invoice view on desktop
FieldFX Invoicing: invoice items view on tablet

Give Your Customers What They Want

As a service provider in the energy industry, companies have to do work concurrently for many different operators. Each operator has a specific way they want their invoices to look. FX Invoicing allows for invoice creation in the format customers want to see, with the data they want included. In addition, the streamlined workflow and real-time data reduces Days Sales Outstanding (DSO) by eliminating errors and gaining efficiencies.

Features
  • Create single and multi-day field tickets and job orders with or without an internet connection
  • Associate driving directions to a job via Google Maps
  • Design price books for general use, specific customers, date ranges, offices, and business segments
  • Generate almost any form and customize it to look like your existing paper forms
  • Attach job documents such as customer stamps, receipts, safety forms, photos, etc.
  • Create custom reports that can be saved and re-used

Benefits
  • Preserves contract compliance
  • Reduction in billing errors
  • Less customer pushback and faster payment
  • Access to customers’ credit availability in the field
  • Streamline invoicing based on the customers’ business logic and timeline

Integration

FX Invoicing can be integrated with your current ERP/ accounting system to ensure financial compliance and accurate revenue recognition. The FX Invoicing module can also be integrated with several third- party sales tax calculation tools to ensure the proper sales tax is included on the invoice based on the location of the job.

Strategic Reporting

With the 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. That data can be rendered in many ways to create strategic reports for you and your customers.

See the Business Impact

Invoice Creation at a Base Level

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CFO Blueprint to Reduce Days Sales Outstanding

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Quote-to-Cash, Online and Offline, with FieldFX

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FX Invoicing

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Contact us to schedule a demo and our team will reach out to learn exactly what you’re looking for, and tailor the demo for your interest and industry.

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