Category Archives: Function
See which miscellaneous services your clients are buying
View miscellaneous sales charges totals & averages by client …
Analyze clients’ reward point activity
Get a breakdown of clients’ point activity …
View clients’ reward points history
Get an overview of clients’ point activity …
Manage clients’ reward points
Manage your company’s reward points program …
Generate sales tax reports
View all invoices having sales tax charges generated for a specific period …
Override default sales commissions
Override the calculated commissionable amount on a single invoice without changing your commission rates …
View sales commissions as a report
View all invoices that include a commission, grouped and subtotaled by sales rep (account executive) …
Forecast future income from collections
Use Collection Forecast to see what income you can expect from your collection efforts
…
Monitor collection efforts
Keep your collection efforts on track by following up as scheduled and documenting your activities …
