Customer Accounts Management

Product Overview

Managing customer accounts is crucial to your business. We feel it is important for you not to miss out on any customer activity. We’ve provided the options to assist you with not only successfully running your receivables department, but also assist you in storing important information. The extensive profile is extremely beneficial for your marketing efforts and includes valuable contact information and an extensive note option.

Product Features

  • Extensive account profiling
  • Map integration for profile address
  • Account notes and categories
  • Reprint all customer sales invoices
  • Unlimited purchase history
  • Unlimited contact information
  • Receivables management
  • Generate finance charges
  • Search for a customer by account number, name, phone number and location
  • View or add customer owned equipment with the integrated solution
  • Include invoice with statement
  • Email or print statements in one easy step
  • Statement Manager provides complete management of your statements including email and the capability to resend statements to your customers
Additional Details PDF

Pairs Well With

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During our normal business hours (7:30am - 5:30pm CT), our highly qualified team is available to assist you with any questions you may have.