Streamline your billing process by integrating the Proforma add-on with TRAVERSE®. Improve your organization’s cash flow and internal management by sending your customer deposit or proforma invoices. The Proforma system also enables you to send quotes as well invoices. The system utilizes TRAVERSE standards to make a smooth transition to going live.
A separate history is maintained for Proforma transactions. This enables you to manage and track open quotes and transactions. Easily review your customers activity and trends by analyzing the history information. Payments however can be applied to the Proforma invoices to ensure the customer balance is correct. The transactions can also be exported to your website.
Click here to see a list of all available TRAVERSE® applications
