Business Solutions

Invoice Generation System

Thomas Technologies has identified various business bottlenecks while working at our client sites. One such business bottleneck is proposal generation issues. Do you or your employees spend a considerable amount of time creating invoices? We can show you how to use Microsoft Office to streamline this business process. You can benefit in any of the following ways: 

• Increase billing accuracy.
• Increase billing turnaround time so your company gets its money faster.
• Increase customer service because your employees do not have to spend as much time creating invoices.
• Increase your bottom line by not having to pay an employee to create your invoices for you.
• For small business owners who create their own invoices this solution frees your time so you can focus on customer service or gain more personal time.  

Case Study:

Business Issue

A Chicago based security guard firm that provides security services for trade shows at major convention centers we developed a customer management system using Microsoft Office. The security firm had to track guard hours, type of guard and guard post for billing purposes. The security firm would manually log trade show guard information in a notebook. Then when the show was finished the security firm would use Microsoft Word to create an invoice and then log customer information in Microsoft Excel. The security firm would spend a considerable amount of time creating the invoice and logging customer information into Microsoft Excel. On a occasion invoice items were over looked and they had to submit a second invoice for the item.

Solution

Using Microsoft Excel we created a spreadsheet that contained customer information, guard posts, guard hours and tracked various billing information. In this spreadsheet we developed custom code to calculate all billing information, take all of the customer information and submit it into a Microsoft Access Database for customer tracking purposes and then generate a Microsoft Word document with all the invoice information.  

Benefits of the solution 

• Billing accuracy.
• Invoice turnaround time.
• Customer tracking increased because now all of the customer information was in the Microsoft Access Database. Which made for quicker customer query information.
• The office staff had more time for customer service purposes. Thus increasing office productivity and better client relationships.

 

If you would like to see how Thomas Technologies, Inc. can streamline your business processes to help your organization save money and grow please send an email to info@Thomas-Tech.com.

Address:

15774 S. LaGrange Rd. #130

Orland Park, IL 60462

Phone: 708-261-2805

Email: info@Thomas-Tech.com