How does daily billing work?

Users cost 15 EUR per month. All persons listed under 'Active Persons' are counted as users. If persons are added or deactivated in the middle of the month, MOCO calculates proportionally on a daily basis. For this reason, the number of users or the amount on the invoice may be odd.

Are the costs dependent on user roles?

The costs are independent of the functions used. Access rights can be reduced or expanded at any time.

Cost control for freelancers / externals?

Users can be deactivated at any time. For example, freelancers can be activated only during working hours and MOCO will only calculate this activated time.

How does support work at MOCO?

MOCO is a Software-as-a-Service (SaaS) with > 40'000 users without a contract. As a product team, we personally take care of all your concerns. This has proven itself for the following reasons: Ensuring the best possible service quality. Problems and suggestions come directly to us (further development closely based on general needs). The subscription costs can be kept low for everyone. All users can contact us via the in-app service at the bottom right in MOCO. We respond promptly. Tip: Describe the request well and send a screenshot – this is the most efficient way to clarify a question for both sides!

Is there an online demo?

Yes. You can test MOCO for 30 days free of charge. The demo account can be converted into a paid account at any time.

Are training sessions possible?

Yes. On request, MOCO offers individual online sessions.

Where can I find a kind of "manual"?

On the website under » Features all areas and topics are illustrated and described.

Do you also have videos?

On our » Vimeo video portal you will find tutorials on various topics (regularly updated).

Can I also subscribe without a credit card?

Yes, MOCO can also be subscribed via SEPA direct debit. The option is only available in EURO countries. Attention: In case of withdrawal, penalty fees are incurred, which we pass on.

Do I have access to backups?

Backups are created twice a day. However, access to the backup is only possible with a Private Cloud (booking of your own server instance). Each account can regularly use the export options and if very important data has been deleted by a user by mistake, we can restore an earlier state from the backups on request. » More information on security & operation

Will I be informed about further development (included in the subscription)?

In the app, always click on the bell in the top right corner when it turns red! In addition, we send an overview of the latest updates to the account holder 4 times a year.

Can I manage two companies within one account?

If the companies are legally separate or if you need a separate invoice number range and separate reports, it is recommended to create one account per company. If persons are registered with the same e-mail address, they can simply switch between the accounts at the top right (globe symbol) .

Where can I access my subscription invoices?

All invoices are available for download in the settings under 'Subscription'. If you also provide an e-mail address for the invoice address, MOCO will automatically send the invoice to this e-mail address as well.

Reminders

Creating Reminders / Reminder Stages | Dunning for Partial Amounts | Bulk Creation and Dispatch of Reminders | Debt Collection / Receivables Management

Creating Reminders / Reminder Stages

Reminding requires tact
Customers are different. Most of the time, the customer has simply forgotten to settle the invoice within the deadline. Usually, a short phone call is enough to remind them politely and firmly of the delay. Or you can create a reminder in MOCO (1).

In MOCO, there are three predefined reminder stages
The first reminder is usually titled kindly as "Payment Reminder". It reminds the customer of an outstanding amount – assuming an oversight that merely requires a reminder.
If no payment is made after the first reminder, the second reminder should follow after 14 days – with a deadline of typically 14 days. The third reminder should be the final notice and can also name consequences.
Predefine the texts for the reminder stages

Creating reminders in MOCO
As soon as created invoices are overdue, the "+ New Reminder" button (1) appears in the invoice detail view, through which one or more reminders can be created. MOCO always automatically fills in the predefined texts of the next reminder stage.

If at least one reminder has been created, it will also be listed in the gray area.

Dunning for Partial Amounts

If an invoice has been paid only partially and one wishes to dunning a specific partial amount, this should be clearly quantified and demanded in the dunning letter. MOCO currently does not offer automation for this.

Bulk Creation and Dispatch of Reminders

Invoicing > Invoices

With the bulk actions, reminders can be created and sent out in one go for all overdue invoices.

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Creation

Under the Smart Filter "Overdue" (1) select individual or all overdue invoices (2). Then click on "Continue" at the bottom right (3), check the selection and create the reminders.
Note: Invoices with at least 3 reminders are ignored. These special cases need to be managed manually.

Dispatch

Reminders that have not yet been sent can be accessed via the Smart Filter "Send Reminders" (4). Select all or the relevant invoices (5). Then initiate the check (for existing email address) before dispatch by clicking "Continue" at the bottom right (6).

Debt Collection / Receivables Management

Ordered, delivered – but your client hasn't paid the invoice? With a click, you can submit the invoice to the debt collection service.

The service is free for you as a MOCO user. You will receive the full amount back via the collection partner paywise. The debtor bears the collection fees.

Inkasso kostenlos Rechnungen MOCO ERP Agentursoftware

Inkasso kostenlos Rechnungen MOCO ERP Agentursoftware

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Process

1. Activate Collection Option
Create a free account with paywise and then activate the option under "Invoicing" > "Collection" in the settings.
Terms and Activation

2. Submit Invoice

On the invoice, you can click the new "Collection" button (see illustration) to submit the receivable to the collection service and, if necessary, add information about the previous process. The information will be transferred to paywise.

3. After Submission

All orders are visible and traceable for you in your paywise client portal.

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