![]() No matter how simple your business logo is, take the famous ‘tick’ by Nike, it is important that you create a visual impression of it on your customer on each transaction you make with them. ![]() It's usually private and secure, requiring log-on.For any sort of business, whether it’s small or big, a catchy name and Logo is of great importance. Customer Portal A customer portal is a website designed to give current customers access to services and information they need.Dunning Management Helps to manage complications of credit card payment decline and inform the customer of failed charges.Offline Payments Helps to record cash and credit payments on retail operations.Multi-Currency Multi-currency means using more than one currency (such as Canadian currency and American currency) in a multi currency bank account.Contingency Billing Handling of bills related to contingencies.Some software offer customizable invoices that allow you to put details like contact information, due amount, due date, product description, payment details, additional notes, terms & conditions, etc. Customizing the templates allows you to change the way invoice information is presented. Customizable Invoices The information on the invoices you make is shown using a template.It involves dynamic generation of billing records for projects, bringing together time, expenses, retainer balances, amounts owed and paid, and other information. Hourly Billing Hourly billing is the most common billing method across service industries. ![]() It helps you to quickly identify and review a detailed list of all activities pertaining to a specific invoice including all payments, gain/loss, credit/debit memos, and discounts. Invoice History The Invoice History Report is needed to justify the balance for a given range of invoices.Mobile payment technology can also be used to send money to friends or family members, such as with the applications PayPal and Venmo. Mobile Payments A mobile payment is a payment made for a product or service through a portable electronic device such as a tablet or cell phone.It is user-administered and therefore can be easily customized by your in-house staff according to your business needs. Online Invoicing Online Invoicing is performed using an Online Invoicing and billing Software, which automates all kinds of invoicing operations for your business.Online payment usually is the transaction that results in transfer of monetary funds from the customer bank or credit card account to your bank account. Online Payments Online payment refers to money that is exchanged electronically.Project Billing Project billing is the ability to quickly generate invoices based on project details and design billing schedules meeting your customer demands is the final piece in maximizing the profitability of your projects.Recurring (Subscription Billing) Billing consumers on a time determined basis for products or services received.When contact information is collected in a single, easy-to-use database, it provides a central location and a straightforward way to locate this type of information. Due to a large number of contacts and workers dealing with these contacts, many organizations often encounter duplicate data or incomplete details on contacts. Contact Database A contact database allows a company to handle and coordinate information about its clients, customers, and other contacts more efficiently.Payment Processing Helps to manage automated transactions across various online channels.Finally, they'll allocate prices, which they normally do by soliciting quotes from other vendors. They'll then go over the resources and materials required to complete the project. A construction contractor, for example, may collaborate with the customer to determine their requirements. Quotes (Estimates) An estimate, as the name implies, is a rough estimate of how much anything would cost.Payment Reminders Helps to chase payments as they come due with automated payment reminders.Tax Calculator Automatically calculates the detailed tax amount at the latest tax slab rate.
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