E-Invoice Automate invoicing – simplify tax reporting

Feature Introduction

Electronic invoicing is a key feature of GTG CRM that helps businesses manage all incoming and outgoing invoices centrally, automatically, and efficiently.

Why is Electronic Invoice Management Necessary?

In business, there are two most important concepts:

GTG CRM makes generating and managing invoices incredibly easy!

Key Features

1. Managing Input Invoices

Manual invoice upload

• Drag and drop or select the invoice PDF file.
• The system automatically identifies and extracts information.
• Supports complex invoices with multiple products.

Automatically collected from Email

This is a special feature of GTG CRM!

• Connect your business email to GTG CRM.
• Enable the "Automatic invoice collection" feature.
• The system automatically retrieves invoices from emails and imports them into the system.

💡 Benefits: No more manually downloading invoices every month! All input invoices are neatly collected; accountants simply download them and prepare tax reports.

2. Issue Output Invoices (VAT)

GTG CRM has partnered with reputable electronic invoicing providers:

Create invoices easily

• Choose the appropriate invoice template.
• Enter buyer information (name, tax identification number, address)
• Add products/services with unit price, quantity, and tax rate.
• Product-based discount support
• Preview the PDF before exporting.

3. Replacement Invoice

When it's necessary to adjust an issued invoice (customer returns, errors, etc.):

• Create a replacement invoice directly from the original invoice.
• Adjust product information, quantity, and price.
• The system automatically links to the original invoice.

4. Synchronization & Management

• Synchronize invoices from suppliers to GTG CRM
• Download the issued invoice PDF
• Edit invoice information as needed.
• Track payment status (Paid / Unpaid)

Benefits for Businesses

Integration with GTG CRM

Electronic invoices are deeply integrated with other modules of GTG CRM:

• Customer Relationship Management (CRM) : Linking invoices to customers
• Order management : Automatically generate invoices upon order completion.
• Report : Revenue and expense statistics by invoice

Conclude

GTG CRM's Electronic Invoice is a comprehensive solution that helps businesses:

• ✅ Automated input invoice management
• ✅ Easy VAT invoice issuance
• ✅ Saves time for accountants
• ✅ Comply with tax regulations

Experience it today!

This document is part of GTG CRM - a comprehensive customer relationship management system.