This complete invoicing and payment module can be added on to any FileMaker® Pro database system or purchased as an optional add-on module for Core² CRM. It is completely preprogrammed to be tightly integrated with QuickBooks® using our FM Books connector plug-in. Plus it is 100% customizable so you can modify it to fit your specific business needs.
Create and track customer invoices, as well as send invoices via mail,
e-mail or print to PDF (supports unlimited invoice line items and invoice pages).
Create and track customer payment history (supports multiple payments across multiple invoices).
Includes aging reports, sales reports, customer balance reports and graphs.
The easy push button maintenance process assists you in importing and refreshing your customer list, invoice history, payment history, chart of accounts, payment methods, sales reps, payment terms, shipping methods, customer messages, and invoice items. Smart QuickBooks logic identifies which transactions are already in QuickBooks vs. ones that are not. By integrating with QuickBooks you can greatly reduce processing time and eliminate double entry. Please note integration with QuickBooks is available only on the Windows platform.
Subscribers will be given remote access and thus benefit from having all data "in the cloud." The following products are available on a month-to-month subscription or Software as a Service (SaaS)* basis.
Core2 CRM with Invoices:
This complete invoicing and payment module is now available as a subscription or Software as a Service (SaaS).
FileMaker Pro subscription requires a commitment of at least 1 year to a Software as a Service (SaaS).
* FREE 30 day trial of any Software as a Service (SaaS). Please contact our Sales Department for more information.
FileMaker Pro 9.0v3 - 12
Adobe Flash Player 6
Plug-in specs may vary
Mac OS X 10.4-10.8
Core2 Invoices Site: $499.95
Site + 1 FileMaker Pro License: $791.48
Site + 5 FileMaker Pro Licenses + 1 Yr. Maintenance: $1,889.33
Site + 5 FileMaker Pro Licenses + Server + 1 Yr. Maintenance: $2,692.73
Site + 10 FileMaker Pro Licenses + 1 FileMaker Server + Maintenance: $3,278.70
Core2 CRM With Invoices: $999.95
1 Hour Training: $99.99
Installation Support: $499.00
FileMaker Pro - Single User: $291.53
Core2 CRM w/ Invoices Subscription - Single User - Per Month Price: $20.00
FileMaker Pro Subscription - Single User - Per Month Price: $15.00
Plug-ins must be purchased separately. Successful integration of FileMaker plug-ins requires the creation of integration scripts within your FileMaker solution. A working knowledge of FileMaker Pro, especially in the areas of scripting and calculations is necessary.
Please Note This demo is a locked runtime solution and does not require FileMaker to test. You are limited to 20 invoices and Items. Should you want a more in-depth view please complete our Request for Quote form so that a representative can show you how the Core2 Invoices can be customized to fit your specific needs.