Customer Accounts
- Create, modify and delete customer accounts
- browse and find customers
- View outstanding balance, credit and turnover
- Print out or export accounts
- Create and print invoices
- Service type invoices
- Product type invoices
- Issue Credit Notes
- Record payments receipts
- View account activity (sales)
- Issue Account Statements
Invoices, Credits, Payments:
- Enter Invoice Items from predefined services or products
- Select VAT rates
- Add carriage option
- Print and Save invoices
- Product Invoicing linked to product database with stock control
- Invoices automatically increase respective customer account balance
- Issue credit notes and record payments (customer account balance adjusted)
View Transactions:
- All documents (invoices, credits and payments are saved to database and can be looked up later at any
time and printed out or exported
Products Database:
- maintain list of products with product code, description, price and quantity
- Control product stock level (record adjustments in and out)
- Product stock reduced as invoices are issued.
- User cannot issue invoices on products that are out of stock
- Print out or export product price list
Services Database:
- maintain list of services with serivice codes, description and price
- Print out or export customer price list
Company Settings:
- Enter and edit your company name, address, telephone and fax numbers that will appear on invoices, credit notes account statements and price lists
Extensive Reporting: Generate and Print various reports:
- Customer List
- Transaction List
- Invoices List
- Credits List
- Payment List
- Full Product List
- Full Service List
BackUp and Restore functions
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