InvoicingInvoices no longer delayed
Before
Ovision had no CRM — their pipeline lived in Trello. Invoices were created manually in Merit Aktiva: the accountant copied client data, verified registry codes, calculated reference numbers, and entered product lines. Each invoice took 10–15 minutes and was regularly delayed.
- Each invoice done manually — 10–15 minutes
- Invoices regularly delayed, especially after Friday production
- Business registry data checked manually
- Owner's time consumed by paperwork
Solution
We connected the sales system directly to the accounting software. When an order moves to the 'awaiting invoice' stage, the invoice is created automatically — with official data pulled from the Business Registry, correct dates, and calculated reference numbers.
- GHL → Merit Aktiva automatic connection
- Business registry data pulled automatically
- Reference numbers calculated by the system
- Invoice generated the moment the order is complete
Results
Martin can now focus on sales and production instead of paperwork.
- Invoices generated in seconds, not days
- Invoice date is always correct
- Business registry data is always up to date
- Accountant no longer needs to do anything manually
Seconds, not days
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