Is there a way to create/generate A/R invoices right in Adagio?

Hello:

Are you looking to produce invoice documents that can be sent to Customers? Would it be a form with addresses, product/services, prices, taxes etc?

If so, there are 2 modules that are commonly used for that purpose: Adagio Invoices or Adagio Order Entry. Both produce invoice forms to be sent to Customers, either by email or on paper.

What are trying to achieve and do you bill for products or for services?

They would be invoices for services. At this point we generate detailed invoices in excel and then enter basic info into the invoice module to generate an a/r balance

Tricia:

That is a very common situation and the Adagio Invoices module is perfectly suited for that purpose. It can handle a variety of businesses, has a form designer so that you can design the layout of your invoice, has a recurring invoice feature and links directly to Adagio Receivables. An Invoice can have as many detail lines as you require and each detail line can have a description up to 750 characters in length. If you need to track stock quantities, you can optionally link the Invoices module to the Inventory module.

For an overview, see: Invoices product sheet . For detailed information, speak with your Adagio consultant.

Tricia:

Your best option would be to show your Adagio dealer the spreadsheet you are using and ask him/her if it can be replicated in Adagio Invoices.

The look of your invoices can definitely be replicated but if Excel is doing some special calculations then this will require some hands on Adagio expertise to sort out.

Thank you. So Adagio Invoices is not the same or part of Adagio Receivables? It's a separate module?

Yes although it is extremely tightly integrated.