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 …
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
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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 …
