Category Archives: Lesson
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 …
Forecast future income from collections
Use Collection Forecast to see what income you can expect from your collection efforts
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Monitor collection efforts
Keep your collection efforts on track by following up as scheduled and documenting your activities …
Send clients detailed collection letters
Send clients collection letters via email or traditional mail with all relevant details automatically filled in …
View all paid invoices for a set time period
Lists all invoices paid within the specified period, from first paid to latest paid …
