News feed
News feed
Tuesday 06 october 2020

Latest News
🔧 A new maintenance page
📝 More complete preventive reports
💲 More options on quotes
and soon ... a new design for the mobile ✨

Monday 22 june 2020

Latest News
✨ Yuman gets a new design,
📅 A monthly view on the calendar,
🛠️ A new module Stocks and Purchasing,
📊 Clear and precise KPIs!

Wednesday 13 may 2020
Monday 11 may 2020
Monday 11 may 2020
Monday 11 may 2020
Tuesday 05 may 2020
Monday 04 may 2020
Monday 04 may 2020
Saturday 02 may 2020

Invoicing

Sending the invoice to the client

Yuman's maintenance management software allows you, thanks to the "Billing" module, to invoice the interventions carried out by your company, whether it be emergency repairs, maintenance or interventions under contract, and to send them to the customer directly from the application.


Once the invoice has been created, via the list of interventions or via the list of contracts, go to the "Invoices > Invoice list" tab of the software. You then access the list of invoices with different statuses: in preparation, generated, paid. The filters allow you to search for an invoice by status, by customer or by date.


You can click on the "Email" button in order to send the pro-forma or final invoice to the customer, without having to leave the software. Feel free to customize the text of the emails sent to customers, from the CMMS preferences.


The invoice is sent in PDF format, accompanied by your General Terms and Conditions of Sale and possibly the intervention report in PDF format including the date of the intervention, the description of the service, the photos, etc.


You will then be able to see from the list of generated invoices which have been correctly delivered and opened or not. You can thus easily optimise the management of invoicing within your company.


Maintenance