Relationships

Owned by Peter Drill
Last updated: Jul 09, 2014 by John Nairn (Unlicensed)
1 min read

Key features 

  • Automatic emails. Such as weekly reminder emails to customers with overdue balances. We have always found this significantly reduces customer overdue balances. Automatic emails of statements, invoices to customers or to head offices, sms messages when service work is ready to be picked up.
  • Full range of Transactions - Debits, Credits and Payments.
  • Payment and credits can be added to customer and supplier open items even if you do not know what is being paid or credited. The balance is adjusted. The allocation can be followed up and added as a sepearte step later.
  • Quick Payment feature. Tag items to be paid and click the pay button.
  • Quick Allocation feature. Allocations are automated where possible. Manual allocations are not required in most cases.
  • Batch Emailing Statement.
  • Unlimited Contact,Delivery and Mailing address type. 
  • One Invoice Per Month\ Per Order feature. All deliveries get a delivery docket. One invoice goes to the customer or to the head office each month or when each order is fully supplied,
  • One Click Reversal. The customer does not see the reversed invoice on their statement. They only see the correct transactions.
  • Allocation History. With drill down.
  • Display or Print Customer Balances. Sort and total a trial balance directly on the customer list view.
  • Tree view by customer type. Group similar types of customers on the screen.
  • Auto Supplier Cheque Run. Also automatic supplier payment run.
  • ABA File Generation from supplier payments or supplier payment runs.
  • Variety of Transaction Codes. Transaction codes control how the transaction needs to be managed.
  • Unlimited Contacts, Delivery and Mailing address Types.