It may be time for holiday cheer, but it's also time for gathering data and cleaning it up for the end of the year.
if you're using SmartPay, you're in luck. Here are some of the things SmartPay can do for you:
- Import a mass customer list
- Create, edit or delete an invoice
- Create, edit or delete a statement
- Import a list of invoices
- Send an invoice or group of invoices
- Send a statement or group of statements
- Edit a customer’s information
- Record a payment made outside of SmartPay
- View a list of customer payments
- View a list of outstanding invoices
- Export customer, invoice, or statement data to excel
- Search or filter for a specific customer, invoice or statement
Whether you're tidying up the accounts, gathering sales and revenue data for 2010 marketing plans and sales projections, chasing down slow paying customers before the end of the year, or finding specific details for strategic planning, SmartPay will make it surprisingly easy.
If you need any assistance with the details of these operations, contact us for support.