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Accounting

Right arrow Loan Manager
  • Create New Loan
  • View Existing Loans
  • Right arrow Payables
  • Entering Bills
  • Paying Bills
  • Vendor Credit Accounts
  • Recurring Bills
  • Right arrow Receivables
  • Invoicing
  • Customer Payment Receipts
  • Customer Payment Receipts (Bulk)
  • Pending Receivable(s) to be Created
  • Receivables Awaiting to be Applied
  • Customer Credit Accounts
  • Recurring Invoicing
  • Customer Statements
  • Process Customer CC/ACH Payment
  • View Recurring Statements
  • Recurring Customer CC/ACH Payments
  • Right arrow Banking
  • Reconcile...
  • Create Misc. Adjustments
  • Registers...
  • Transfer Funds
  • Deposit Funds
  • Deposit Slip Printing
  • Spend Cash
  • Spend Cash (Bulk)
  • Right arrow Expense Report Rules
  • Create Expense Report Rule
  • View Expense Report Rules
  • Right arrow Targets & Budgets
  • Create Target
  • View Targets
  • Create Budget
  • View Budgets
  • Right arrow Fixed Assets
  • Create / View Asset
  • Right arrow Period Closeouts
  • Accounting Period Closeouts
  • Right arrow Financial Reports
  • Financial Report Features
  • Balance Sheet
  • Right arrow Printing & Reports
  • Reporting Features
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    Invoicing

    Customer Invoicing

    Create invoices with flexible options.  Default adjustments for misc charges or discounts can be set at the customer, division and / or parent company level and then pulled into the invoice.  Upload supporting documentation.  Add services / products with contract pricing. Internal note taking for recording information not to be shown on the invoice.  Real-time tax updates. Automatically send invoice direct to customer via email or txt msg and setup reminder alert to customer in advance of invoice due date.  Invoice duplication for faster entry.  For those past due invoices, you can enable automatic late fees.  Once late, fees will automatically be applied to the invoice.


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    Quick Add Links

    Quick Add Links allows for adding customers, divisions, etc. on the fly without having to go out to setup for additions.


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    Invoice Printout

    Invoice printout with toolbar for printing, save as PDF or emailing.


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    Email Invoice



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    Supporting Documents

    Click Supporting Documents to quickly view all other transactions associated with this invoice.  Purchase Orders, Sales Orders, Item Documentation, Statements, Cash Receipts, Etc. Display / Print out all Supporting Documents at once.


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    If you have any questions about the software that we offer, please contact our team today!
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    Direct: 864.556.6962