Clients
  • Clients
    Up to 99,999 client records
    Search by name, phone number, client number, or street address
    Set individual discounts for products & services
    Ability to block service charges
    Unlimited text notes per client
    Email notices & reminders
    Ability to assign credit limit
    Color coded warnings
    Ability to lock any field on client screen
    Store home, work, cell, fax, pager phone numbers & email address

  • Review Client Accounts
    Fast review of one client's account activity
    Print aging report for one or all clients

  • Statements
    Service charges - 2 calculation methods
    With or without invoice detail
    Shows account aging
    Past due messages