Lesson #37
Find targeted information fast
Need to find an invoice quickly? Want to know how much you billed a client last month? These questions and more can be answered in the Inquiry module. What you can do in this module includes:
- Instantly locate information about orders, invoices, clients, payments and transcripts.
- Generate a settlement amount for a particular case in seconds, no matter how long the case has been going on. Send a client a PDF of their invoices.
- Analyze aspects of your business, such as clients’ billing activity. Run monthly, yearly, and year-to-date total reports.
- Print labels for cards and gifts to send to clients celebrating upcoming birthdays and other anniversaries.
- Find who your best clients are, and which clients are new or inactive.
Inquiry functions by name
- Invoice Inquiry
- Client Activity
- Client Analysis
- Receivable Transaction Inquiry
- Anniversary Inquiry
- Marketing Inquiry
TL;DR: Use Inquiry functions to quickly look up information about invoices, clients, and transactions.
MR9 concepts in this lesson
