The Work Behind the Invoice
Keep the stages of a service job in view.
- Prepare the quotation
- Follow the service job
- Break the work into sub-tasks
- Bring the job through to billing
Sigma Services
Follow the service job.
From quotation to billing.
Bring quotations, service jobs, sub-tasks and billing into a connected workflow for your professional services business.
For companies whose main requirement is invoicing and customer accounts, Sigma AR offers a simpler starting point. Where work needs to be followed before billing, choose Sigma Services.
Start with what
your business needs.
Professional services and management companies have different requirements. Some need customer invoicing; others need to follow the work that leads to the invoice.
Sigma AR — Invoicing & Accounts
For service businesses whose main requirement is customer invoicing, account balances and collections.
- Customer records and credit limits
- Quotations, invoices and credit notes
- Customer receipts and payment follow-up
- Statements of account and direct emailing
Sigma Services — Follow the Job
For service businesses that need to follow a job from quotation through its sub-tasks to billing.
- Service quotations
- Job follow-up
- Sub-tasks within the service job
- Billing connected with the work
Sigma AR is the Accounts Receivable application within the Sigma ERP suite. It is distinct from Sigma Invoicing, the limited web application for fiscalised invoices and credit notes.
Make the work visible.
Keep billing connected.
Sigma Services follows the service engagement as a job, including the sub-tasks involved in completing the work.
Quotation
Prepare the customer quotation at the start of the service workflow.
- Describe the proposed service
- Establish the quotation for the job
Job & Sub-tasks
Follow the service job and its constituent work.
- Organise the job into relevant sub-tasks
- Keep job follow-up within the service workflow
Billing
Bring the service job through to customer billing.
- Follow the work from quotation to billing
- Agree the relevant invoicing and account setup
Service operations.
Connected with financial management.
Choose the relevant Sigma ERP modules for customer accounts, supplier accounts, accounting and people management alongside your service workflow.
MRA eInvoicing
Discuss integrated fiscalisation within the Sigma ERP configuration appropriate to your service business.
Explore MRA eInvoicingStart with
your service workflow.
Our local team reviews how you quote, organise the work and bill customers, then agrees the appropriate applications and configuration.
Review the Requirement
Decide whether invoicing through Sigma AR is sufficient or whether service job and sub-task follow-up is needed.
Configure & Prepare
Configure the agreed applications, users and document layouts, with supported data imports and user training.
Test & Implement
Test the quotation, job and billing workflow before go-live, with support under the agreed arrangement.
Applications and implementation scope are agreed for each business. Additional development, detailed consultancy and third-party interfaces are reviewed and quoted separately where required.
Questions about Sigma Services
Do we need Sigma Services if we only want to invoice?
Not necessarily. Sigma AR can cover customer invoicing, balances, receipts and statements. Sigma Services is for businesses that also need to follow service jobs and their sub-tasks from quotation to billing.
Can a job include several sub-tasks?
Yes. Sigma Services supports sub-tasks within the service job, with the relevant workflow agreed for your requirements.
Is Sigma AR the same as Sigma Invoicing?
No. Sigma AR is the Accounts Receivable application in the ERP suite. Sigma Invoicing is a limited web application for customer records, fiscalised invoices and credit notes, printing and emailing, without customer statements or accounting.
Can this suit different professional service businesses?
The approach is generic: review the quotation, service job, sub-tasks and billing requirements, then agree the appropriate Sigma setup.
Let’s discuss
how your services are delivered.
Tell us how you prepare quotations, follow the work and invoice customers. We’ll help you assess the right Sigma setup.