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Purpose of the deals

Billing via Deals

Through Deals, you can track work, various types of fees, and materials issued. The output can be a final invoice, which you can manually or automatically transfer to your ERP system. The second option is an invoice that you use for internal purposes. Alternatively, you may not invoice deals at all and use the structure created within the deals solely for reporting purposes.

Figure: Illustration of the billing structure via Deals

Viewing the status of a smaller project via the Deal

The Deals module can also be used to organise work on smaller projects, so you can track the gradual fulfilment of planned activities.

Image: Viewing the status of a smaller project via the Deal