Customer

CUSTOMER | Link to all necessary information about customers

The customer module allows our users to link all necessary information to their customers, making order management and billing both efficient and easy.

No matter how big or small their company is, or which industry it is in, users always a need to store information about each of their customers. In Uniconta, all customer data is stored in the customer list, allowing our users to quickly and easily view each customer’s data.

E-mail management

Invoices can be sent via email using Uniconta’s built-in mailing system. The company can mail forms using either Uniconta's mail server or the company’s own mail server. When forms are mailed, other standard documents can be attached, for example, sales and delivery terms, marketing campaign offers etc. Basic invoicing can also be performed using Uniconta’s Quick Invoice function, whereby the user enters the invoice details and prints/mails it to the customer.

Quick Invoice

Uniconta’s Quick Invoice function can be used to invoice direct sales without having a sales order first. This function allows our users to avoid going through the whole sales order process. A Quick Invoice can, however, not be saved for future invoicing. Quick Invoices must either be invoiced or cancelled before closing the screen. If inventory items are already set up, then they will be drawn from inventory upon invoicing. If the user wishes to be able to set up sales orders and add inventory line items on an ongoing basis, they need to include the sales order module in their Uniconta subscription.

Invoicing

When invoicing in Uniconta, the system obtains the information that is to be included on invoices directly from the customer and inventory lists, etc. So the user does not have to enter the customers’ basic information, inventory item descriptions, prices, etc. every time they create an invoice. If a credit note is required, it can be created simply by copying and pasting from the original order, so there is no need to re-enter information. It is also easy to reprint and resend invoices.

Public sector suppliers

Companies that supply the public sector may need to send their invoices electronically using UBL files. Invoicing public institutions or companies that require electronic invoicing is easy in Uniconta, as electronic invoicing is set up for the UBL standard. Uniconta allows the user to select a UBL file directly upon invoicing.

Currency management

Uniconta includes total currency management, allowing our users to efficiently trade with customers abroad. Users can choose to allow Uniconta to update exchange rates automatically or set a fixed rate themselves. All transactions in Uniconta can be conducted in the local or a foreign currency.

Subscriptions

Uniconta has built-in subscription management, so users can always ensure, for example, that their monthly invoices are sent on time. The subscription management function also allows users to perform mass invoicing.

Ideal solution for sales representatives out in the field

Uniconta WebPortal is an ideal solution for sales representatives out in the field.

Your sales reps can create new sales orders at lightning speed as well as monitor total revenue from customers, outstanding balances and other developments.

Everything is updated online, so the bookkeeping is up-to-date too.

Uniconta WebPortal allows you to create sales orders, purchase orders, financial accounts, debtors and creditors and last but not least, to take photos and scan in attachments directly to Uniconta’s inbox.

Customer Features

Master data

  • Manual allocation of account numbers or automatic allocation according to the customer group number series
  • Set up customers using EU national company number registers
  • 4 fields available to enter the company name and address as well as postal code look up
  • Customer groups available for accounting set up – statistical view/print filters are also available
  • VAT management for Danish users – other countries coming soon
  • Currency management by customer
  • Unlimited number of contacts – determine which contacts receive which forms
  • Unlimited number of delivery addresses
  • E-mail address set up for invoices – the invoice will then be sent by e-mail directly from Uniconta if the e-mail address is entered
  • Show sales prices for each customer – in local or other currency
  • Edit forms for different layouts and contents than, for example, our standard invoice
  • Attach files for notes and documents on the customer, for example, contracts etc. – PDF files, Office documents, picture files and e-mail files can also be attached
  • Editing page available for editing several customers at once
  • Create new customers using Microsoft Excel and the Uniconta clipboard
  • Advanced filters for searching the customer list
  • View customer data using different layouts
  • Change account numbers directly on the customer list
  • Aggregate account numbers, for example, if a customer has been set up twice
  • Set up document messages for example, info about summer holidays, address changes, etc.
  • Enter a 0% sales tax code on an invoice
  • Account proposals for customers are only available for invoicing
  • Collection letter fees can be sent in foreign currency
  • Create XML for invoicing
  • Simulation in Customer balance lists
  • Internal documents can be saved together with the invoice

E-mail setup

  • Built-in e-mail management for invoices so they can be sent, for example, as a PDF attachment
  • E-mail can be sent either via Uniconta’s mail server or the user’s own mail server
  • Attach other documents to e-mails, such as terms of sale and delivery

Quick Invoice

  • Create basic invoices and send
  • Create templates – insert text and line items using the template
  • When entering long texts, Uniconta automatically starts a new line and the entire text will then be printed on the invoice
  • Print invoices and pro forma invoices
  • Invoices can be sent or printed without having to view them first
  • Attach documents
  • Invoices are automatically sent to the e-mail that is set up for invoices on the customer card – users can also choose to insert an e-mail address upon viewing the invoice

Reports

  • Customer and period statistics available by customer including contribution margin and contribution ratio
  • Inventory item statistics by customer – which inventory items has the customer bought and the contribution margin and contribution ratio
  • Invoice archive – re-printing, copies of invoices, electronic invoicing etc.
  • Customer transactions by customer – statement, transaction list, open transactions, list of customer balances
  • Uniconta pivot table available for statistical analysis
  • Interest and collection letters
  • Print-outs, exports to Microsoft Excel and Word, exports to CSV files

Forms

  • Invoices and credit notes
  • Updates – new fields, new lists, new function buttons, new reports
  • Standard Uniconta tool kit included in the basic package
  • New fields in customer module, e.g. set up insured value, classification etc.
  • New reports available, for users who require more than the standard Uniconta reports

Read more about our other modules

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