The Account Details subsection provides Account information and options to edit an account, create a New Invoice, and instant login to the system as an account user. In account details, you can see precisely listed and enumerated details regarding a user’s account.
If you are going to sell a product and services with recurrent pricing, you have to create Packages, which will be used for creating subscriptions. Every item added to a package should have a recurrent price. Add-ons to these items may have recurrent and one-time prices.
A user account can be given, or be stripped of a certain amount of billing funds. These funds are used for paying purchased products and services. Credit/Debit history shows the history of Credit or Debit for the user.
Report Invoice, Payments and Other
In Report Live section various reports are generated to provide valuable information to management on the financial situation through a specific time period, related to invoice, payments and credit notes. You can follow all billing tasks displayed graphically in real time.
Acc. Managers Report
List of reports that are showing sales of all Account Managers for a selected period of time. Reports can be filtered per date, account manager or additionally per currency, and converted to the default currency. You can also select only one currency. This report also allows you to generate invoices and credit notes for a specific month.
The system is able to accept unlimited currencies. Also, it enables you to add a currency. However, the system has to have a “base” currency from which other currencies will take its value using the exchange rate field value.
a must-have puzzle piece for a Turn Key Service Provider Business Billing, CRM & Customer Ticketing, CMS & Shopping Cart…and much more.