Blog, page 3
Practical guides for Hungarian small businesses on choosing a CRM, selling, invoicing, email marketing and online shops, with official sources.
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Invoicing and NAV Online Számla: what to know when you invoice from a CRM
If you invoice from a CRM, since 1 January 2021 the data of your invoices must, as a rule, be reported to NAV's Online Számla system, and the invoicing software does that reporting. So the CRM should not report by itself: it issues the invoice through invoicing software that reports to NAV. HelloCRM uses your own Számlázz.hu or Billingo account for this.
Payment reminder template: three letters for an overdue invoice
Three letters, each firmer than the last, are usually enough for an overdue invoice: a friendly reminder a few days after the due date, a second one a week or two later, and a final notice with a deadline. Each states the invoice number, the due date, the amount still open and how to pay. All three templates are below, ready to adapt.
Phone sales in a small business: calls, call-backs and reminders
In phone sales most opportunities are lost not on the call but on the call-back forgotten afterwards. The fix is a simple routine: after every call, take half a minute to record whether you reached the person, what you discussed and when the next step is. HelloCRM's call window asks for this with the call, and the call-back becomes a task with a reminder.
Proforma or advance invoice? The difference, and when you need each
A proforma is a request for payment, not an invoice, so it does not go to NAV; an advance invoice is an invoice, issued once the advance has arrived. If an advance arrives on a proforma, the Hungarian VAT Act requires VAT and an invoice for the advance too. The usual order: proforma, transfer, advance invoice, delivery, final invoice.
Quote template: what goes into a quote, and how to send it
A good quote states ten things plainly: who is offering, to whom, what, for how much (net, VAT, gross), on what terms, by when, how long it is valid, what is not included, whom to contact, and how to accept it. This article goes through the parts, gives a template you can adapt, and shows how an accepted quote becomes an invoice without retyping.