Quotes, purchase orders, invoices, and their statuses are automatically linked within the translation workflow. As a project progresses, the statuses of quotes and invoices also progress automatically. Quotes are sent, accepted, become invoice drafts, which become final invoices that are finally sent to the customer. These links essentially automate your quote and invoice creation, updating, and tracking, making sure that your billing is correct at every step depending on the progression of the project. For example, when quotes are rejected, they would not then accidentally become an invoice. This saves time and money for project managers, who can focus more on the localization tasks and less on remembering to mark quotes, POs, or invoices.
Synchronized Financial Management
by Theo Black | Dec 23, 2020