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ERP>Billing & Invoicing
Billing & Invoicing:
Automated billing cycles have been an important part of any sales process for ages. Forgetting or neglecting to bill customers is essentially throwing away your hard earned revenues - and here at Salesboom On Demand hosted CRM we're all about saving you money with our online web based CRM software / web-based SFA solutions. That's why we introduced web based Billing management & Invoice management Automation* software. Simply input the needed information into the automated invoicing system and marvel as the system does all the legwork for you. Automatically generate correct and up-to-date invoices at the click of a button and then send them via email or print them off for mail-out.
We understand that every small
business has different processes,
which is why we designed our
billing feature to be so flexible.
Whatever your payment types
or billing cycle criteria are,
Salesboom's web based CRM Billing management & Invoice management (Small business Accounting Software) software is
flexible enough to adapt to
anything you can imagine. Why
rely on paper trials and worry
about human error when you can
let Salesboom On Demand hosted CRM's on demand
Billing management and Invoice management system
take care of everything for
you?
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Automated Web based Billing Software
Salesboom hosted CRM's Billing management & Invoice management system will empower you to automatically create invoices as part of your billing cycle. Use numerous rules to customize a billing cycle for each account i.e. monthly, quarterly, annually etc. Once each invoice is reviewed, it can be emailed to the recipient or printed so that it can be mailed to them.
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Custom Invoices
Create custom invoices for each of your accounts. Once created, each invoice can then be scheduled to generate automatically according to your corporate billing cycle. Once an invoice has been sent, it is automatically changed to Read-Only status to ensure that no one tampers with it. You'll also be able to change the status of overdue accounts i.e. Second Notice, Third Notice, Collections etc.
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Incorporate Product Database
Salesboom's web based CRM
Billing management & Invoice management system
uses the Product Database
to create invoices. When
creating an invoice, simply
select the products from
the Product Database that
the customer is being billed
for. Easily find the product
you're looking for by navigating
through the Product Categories
that you've already defined
so that creating your invoice
is simple and painless.
The Salesboom On Demand hosted CRM On demand hosted CRM software / Web-based SFA Software Billing management & Invoice managementsoftware tool does all the
work so that you don't have
to.
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Invoice Reports
Run an invoice report to get a list of pending invoices. Each invoice must then be reviewed and approved before it can be sent. Also run timely reports to check on the status of all your accounts - see which ones are frequently delinquent on paying the invoice and which ones are always timely!
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Overdue Invoices
Run a report to have an instant view of overdue accounts. Check their status. How long have they been overdue? Is it time to call a collection agency? Perhaps you would like to send the invoice again as a final notice. Salesboom's web based CRM Overdue Invoices report will help you to keep track of non-paying customers.
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Tax Rules
It is likely that you have to charge tax on the goods and services you provide. Salesboom On Demand hosted CRM allows you to incorporate various tax rules based upon a variety of situational rules that you define. Just set up the tax rule and it will be applied to all invoices that match your specified criteria automatically and hassle free!
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Discount Rules
Sometimes you need to give
your customers a discount.
Maybe it's a promotion that
you've been keeping track
of in the Salesboom's web based
On demand hosted CRM software / Web-based SFA Software Campaign
Management Software tool,
which gives your customers
a certain percentage off
of their desired products.
Perhaps you just want to
give a long time customer
a loyalty bonus, or maybe
you're negotiating a better
price on a large quantity
order. Whatever the reason,
Salesboom's on demand Billing management & Invoice managementSoftware is
there to help you out. Easily
figure in a percentage based
discount for a particular
item or across the entire
invoice itself, then let
Salesboom On Demand hosted CRM automatically
calculate the final values
for you.
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Payment Method Information
Some Customer's prefer to pay by credit card, others by check. Some pay immediately,
others pay on a particular date of the month. Find it hard to keep track of all that
information? Most people do. Easily store and reference all of your customers' payment
information within the Salesboom's On demand hosted CRM software / Web-based SFA Software Billing management & Invoice management Automation
feature. Credit card information, payment types, dates and amounts; you'll find there's
more than enough room for all the necessary data to help make your small business thrive.
Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Take a Free CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at sales@salesboom.com.
 
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