Category Archives: Inquiry
Know your market
Find who your best clients and which clients are new or inactive …
Celebrate your clients’ important events
Print envelopes and labels for cards and gifts to send to clients celebrating upcoming birthdays and other anniversaries. …
Search payment histories
Look up a single check payment or view payment histories that match other search criteria
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See what services a client is using
Summarize a client’s billing activity by the service items they purchased instead of by invoices …
Focus on a single client’s invoices
Look up invoices by client using search filters to narrow the results …
Find any posted invoice in the system
Even if you don’t know an invoice’s number, you can quickly find it in MR9 using the wide variety of search criteria in Invoice Inquiry. Then get detailed information about the invoices including payment history. …
