Credit Control
- Real-time aged debtor reporting with definable time periods.
- Setup automatic credit control rules, which send emails based on age and level of debt.
- Import payments received (CSV file).
- Export payments received in general/SAGE ready format.
- Register a manual payment recieved (cheque, cash, PO etc).
- Apply credit to an account.
- Create credit control rules globally or specific customers.
- Account balance summary.
- Financial overview reporting.
- Payment transaction report - details of communication with your payment service provider.
Features
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Branding the site for your business
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Managing the Security of your information
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Maintaining your Customer information
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Creating Quotations for your products and services
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Time Tracking for your invoicing
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Price Lists for your products and services
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Invoice your customers for products and services
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Accept Payments from your customers
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Credit Control functions to address non payments
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Reporting suite
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Your Customer's Experience
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Business to Business Integration services