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HelloCRMby DField Solutions

Invoicing module

In short

Invoicing is a HelloCRM module: invoices through Számlázz.hu or Billingo, reported to NAV. A paid module that can be tried for 3 days; its price is coming soon. You switch it on next to the free core CRM, and cancelling it deletes none of your data. Instead of a separate invoicing program you invoice from the CRM: your own Számlázz.hu or Billingo account issues the invoice and reports it to NAV.

Updated:

From a draft to an issued invoice The clip shows the Hungarian interface; every screen is also in English.

Fact sheet

What it is
A HelloCRM module: invoices through Számlázz.hu or Billingo, reported to NAV.
Who it is for
Suggested for these trades: Private clinic, Garage and workshop, Agency and services, Accounting office, Law firm, Construction and trades, Insurance broker, Property manager, Forwarding and import, Manufacturer, Farm, Event organiser, Installer and service company. It can be switched on in any account.
Price
A paid module that can be tried for 3 days; its price is coming soon. Bought on its own, monthly.
Limits
The account's limits depend on the plan; on the free plan: Users: 3, Contacts: 2,000, Emails / month: 500, Storage: 1 GB.
Cancelling
Cancel any time; the module stays until the end of the paid period, and none of your data is deleted.
Languages
Hungarian and English, chosen per user.
Where it runs
In the browser today (app.helloteam.hu), on a phone too; Windows, macOS, iPhone and iPad, Android apps coming soon, none in a store yet.
Where the data is kept
Germany (Falkenstein), Hetzner, EU: the cloud version of HelloCRM keeps its data and uploaded files in Hetzner's Falkenstein data centre. The Self-hosted plan: the same system on your server.
Status
Not launched yet; pre-registration is open. Launch: the date has not been announced.
Maker
DField Solutions, Hungary

Invoicing module: facts, as of

What does the Invoicing module do?

  • Invoices, recurring invoices, and NAV reporting via a provider or directly.
  • Supplier invoices read from NAV daily, with the deducted VAT per invoice.
  • Overdue items aged: who owes, and since when.
  • A foreign-currency invoice at the rate it was issued at.
  • A cash book with printable vouchers and daily reports; a deleted payment leaves a counter-entry.
  • An accounting journal and trial balance that book themselves when a document is issued or paid.

What does it cost, and can I try it?

Details

Invoicing: paid module, price coming soon.

Bought on its own, monthly, on top of the free core CRM. It can be tried for 3 days first.

Who is the Invoicing module for?

Questions

How much does the Invoicing module cost?

Paid module, price coming soon.

Can I try the Invoicing module?

Yes, for 3 days, once, without paying. After that it is bought on its own, and cancelling it deletes none of your data.