Monthly bills and invoices for work completed
for a client, based on all data entered by your employees about transactions from the client's
orders over the course of the month.
The data is entered by different people at different
times, as different tasks are completed — and it's all brought together in one report and saved as a
form document in a couple clicks. No manual work — one continuous automation.
You can also
generate summary documents containing complex datasets from Planfix reports.