Category Archives: Modules
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 …
View monthly client activity reports
Easily view each client’s financial activities for a month, including the balance on any unpaid invoices …
Remind clients of overdue invoices
Send clients monthly statements listing their overdue invoices to prompt payments. Include the current invoices or send overdue invoices instead of statements …
Find overdue invoices & act on them easily
Set collection priorities by finding the clients who owe you the most for the longest amount of time or by using features in this interactive report to target past due clients. Then use the tools in the report to contact clients with all the facts at your fingertips …
