Invoicing from the CRM – with the LOGIN Invoice module
Invoicing from CRM: An Efficient Alternative to ERP-Based Billing
Fakturierung aus dem CRM: Eine effiziente Alternative zur ERP-basierten Rechnungsstellung
Invoicing is a core business process in every organization. While ERP systems have traditionally been used for invoicing, there are now compelling reasons to create invoices directly from the customer relationship management (CRM) system. This approach offers significant advantages, especially for certain types of companies and use cases.
When does it make sense to invoice from the CRM?
CRM-based invoicing is particularly suitable for the following scenarios:
Companies without an ERP system
Not every company needs the full functionality of an ERP system. For many companies, a CRM system with integrated invoicing is a more cost-effective and efficient solution.
Specialized Products and Services
For unique customer configurations or products that are not stored in the ERP system, invoicing from the CRM greatly simplifies the process. This also applies to smaller, recurring invoices such as
Membership fees
Event registration fees
Customized services
Modern CRM Billing Solutions
The LOGIN Invoice module for SugarCRM demonstrates the power of modern CRM-based billing solutions. The system offers
- Integration with customer and prospect management
- Complete sales support
- Flexible billing on a single platform
- Support for single and recurring invoices
- Automatic management of multiple VAT rates
- Flexible VAT handling through:
- Definition of tax liability (taxable yes/no) in the product catalog
Definition of VAT at the product or invoice level
Automatically apply the VAT rate of the invoice recipient, if defined there
- Definition of tax liability (taxable yes/no) in the product catalog
Future proof with e-invoicing
From January 2025, the system will be extended to include the option of electronic invoicing. This means that companies will be well prepared for future legal requirements.
Synergy with Event Management
A particular strength is the combination with the LOGIN Event module. This integration enables
- Seamless organization of events
- Efficient attendee management
- Automated billing for event attendance
Conclusion
Invoicing from the CRM system is an efficient alternative to traditional ERP-based invoicing for many companies. In particular, manufacturing companies, software and IT providers, healthcare associations, and universities benefit from the integrated solution. Not only do they save time and effort, but they can also streamline their processes and reduce costs.
Yours, Frank Tjaben
Senior Specialist CRM
frank.tjaben@login-software.net
+49 89 2020447 25
login-software.net