type F to go full size - invoiceit! has a Contact Manager for your customers, prospects, creditors, vendors and sub-contractors
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<-- The
invoiceit!
contacts
screen allows you to
maintain all your contacts and provides much additional information.
You can quickly review their sales history, lists of quotes, contracts
and jobs.
From here you can send e-mail to customers and others, set up calls (appointments),
and maintain customized sales person lists, client groups, price levels,
shipping addresses and more.
Instantly write an invoice from here (or Quote, Purchase Order or set up
a job or auto-billing)
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type F to go full size - invoiceit! Customer credit manager
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<--
Customer credit manager. Manage the credit you allow your customers. This dynamic feature will
not permit sending further invoices to some-one on stop credit and warns
if the next invoice will exceed the credit limit you set.
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type F to view full size - invoiceit! printable customer note pad with unlimited space and searchable
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<-- extensive client notepad, with
automatic sorting by date. Click on the time stamp and a new date/time
is added and older entries move down. You can print this separately and
call this pad from most places where you select customers, vendors or
creditors.
You can also print a complete client profile, which includes everything
you have on that client, even recent sales stats.
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type F to view full size - invoiceit! gives you instant customer sales stats
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<-- a look at the product
sales stats for a customer. It shows what they buy from you and the
last time they did. A similar screen shows what YOU buy from a vendor
and the last time you did.
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type F to view full size - invoiceit! create your own contacts list report or use built-in report writer for complete flexibility.
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<-- the contacts list
report can be filtered
and sorted in many different ways, with this filter box. You can
also save specific list reports using the report writer feature.
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