ode Purple Recurring Billing Solution For Sage 50 Accounts
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1 ode Purple Recurring Billing Solution For Sage 50 Accounts Have you ever forgotten a bi-annual, annual, 6 monthly, quarterly, monthly, 28 daily or weekly invoice? Code Purple hasn t.ever! Code Purple was written 5 years ago to provide a simple, functional and professional way of producing repeat Sales Orders and/or Invoices in Sage 50 accounts. It is mainly used by businesses that provide and bill for the same service and/or products on a regular basis. Their administration concerns are Have we missed any customer invoices this time or Are our invoices precise and easy to understand? They want a simple yet powerful Repeat Billing Solution that links directly to Sage 50 accounts standards features such as customers, invoicing and SOP Monthly billing wins more customers/contracts as they prefer it. ~ Monthly billing is misery without Code Purple, we advise against it! ~ Monthly billing creates near effortless contract retention. Bluestone Computing Page 1 22 July 2009
2 A typical invoice generated by Code Purple can look like this. Code Purple Recurring Billing Bluestone Computing Page 2 22 July 2009
3 Code Purple is a robust recurring billing solution - In Just 4 Steps One Select the customer from with in Sage 50 Two Enter the Start Date Enter the Finish Date (if at all) Select how often you want to create the bill e.g. monthly quarterly etc Select which type of document you want, a Sales Order or an Invoice Three Enter the sales item lines Four Select Process and Code Purple will create the bills in Sage 50. That s the Invoicing Done Bluestone Computing Page 3 22 July 2009
4 Everything else in Code Purple Recurring Billing simply makes your life even easier. It also however makes Code Purple a market leading billing solution. And New In 2009 Copy a Sales Order or Invoice from Sage straight into Code Purple Code Purple is a Total Recurring Billing Solution. It manages and controls reoccurring contract billing and generates invoices and sales orders in Sage. It is a feature rich upgrade from Sage s Memorise utility offering complete control. Save hours of retyping dates in the details area of the invoice with our automatic date text generation system. Here if the Next process date is 01/09/2007 so the text #MONTH# will show on the invoice as September as seen below You can alternative select to a host of other automated date formats Bluestone Computing Page 4 22 July 2009
5 Key Features & Business Benefits Simple to setup: Create a customer specific schedule for an invoice or sales order, specify the start and finish dates for the schedule and the frequency at which you want the invoice or sales orders to reoccur and the system replicates it. You can choose to replicate an invoice or order on a weekly, 2 weekly, 4 weekly, monthly, quarterly, 6 monthly, annually or biannually basis. Powerful automatic dating function: Each invoice can have date information within the text that is calculated at the time of the invoice production. Full audit trail: Forward forecasting/plann ing (maximum 5 years). A report detailing all scheduled invoices. A summary of income and profit per month is provided at the end of the report which can be exported to excel. Contract control with renewal solution: Enables you to record actual contract details against the recurring invoice. Split data report: Assuring compliances to FRS 15 tangible fixed assets applying it using UITF abstract 23. Adhoc items with go live date. Additional one off invoice lines to be added at the next invoice generation. If the go live date has not been reached it will be ignored. Open tables: Write directly into Code Purple s data tables, Microsoft SQL Version. Group invoicing: Import into adhoc invoices, useful when data is supplied from external applications. Automatic Pro-rata feature where you can enter both a start and finish date. Bluestone Computing Page 5 22 July 2009
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Workplace Suite Recurring Billing and Automated Payment Processing Solution Have you ever forgotten a 5, 4, 3 yearly, bi-annual, annual, 6 monthly, quarterly, monthly, 28 daily or weekly invoice? Workplace
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