Reformat and reconfigure your data effortlessly with iCount’s records management system. Our system will dynamically update your records in real time as you change balances and information on linked and corresponding records.
For example, let’s say you create proforma invoice for $100 and then decide that you want to instead invoice $25 of that transaction as a tax invoice receipt. As you make the changes, you system will automatically update the original proforma invoice to $75, keeping your records up to date with little effort on your part.
When you produce a document for a customer, it is likely based on another document, For example – You produce a customer quote and now you want to convert it to a tax invoice, a tax invoice receipt, a receipt ,etc.
How Does It Work?
- Click Documents in the main menu- > then press “New”. In the new pop up window choose the document type you’d like to create.
- Once you pick a document type, find a customer and transaction that you would like edit.
- After choosing a customer, the system will ask if you want to attach existing documents to new document you are creating. Click “yes” and watch as your existing records automatically update.
Make as many changes as you like! Our system can handle it! Once your new documents represent the full amount allocated in the original document, our system will hide the original document to avoid any confusion. But don’t worry! That document is not lost forever. It can be easily located on the documents page.
