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Clients

Complete client management is one of our goals. We understand that most business deal with clients differently - we try & cater to your exact client relationship requirements.

Instantly Find Clients

Type any part of any information from your client and instantly find your client. By default, clients are ordered by amount outstanding. An Actions button is available to quickly perform common actions on the selected client.

Client Tags

Add tag(s) to your clients so that you can easily send SMS & Bulk emails to your clients by tag. Everywhere that you can select multiple clients for an action, you'll be able to select by tag.

Client Tags

Automatic Statements

Manage Automatic Statements to automatically email statements to certain clients on specific days - especially useful for those that frequently "forget" to pay you on time. Automatic Statements can optionally be skipped if the client has nothing outstanding.

Automatic Statements

Top Clients - Reports

With a couple of clicks you can view your top clients in a specified period, by volume & by revenue.

Quick & Easy Reports

Custom Fields.

You can add custom fields for your clients.

Add Custom Fields

Customer Zone

Each client gets access to a customer zone from where they can update their information (requires your approval) & view all their documents from any internet connected device.

Read more about the customer zone here.

Customer Zone

Keep your client updated

Your client can be notified via SMS and/or Email, all optional, every time a job cards status changes. It keeps a healthy relationship with your clients, and they appreciate being kept up to date every single step of the way. Keep them loyal to your business by keeping them up to date, a client appreciates nothing more.

Keep Your Client Updated

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 next Invoices

 

More than 1,000 businesses operate more efficiently with us.

Integrated Debit Order Solution

We sell adsl bandwidth ranging from a single gig account, up to uncapped accounts. We use invoices online for all our invoicing needs - the invoices online API is integrated in our debit order system that runs on a monthly basis. All clients receive an invoice as soon as their account is debited, and on successful payment the payment is automatically recorded against their account. The system saves us a great deal of time and effort every month, and we recommend that you give it a try.

Hugo van Sittert
valued client Chiron Medical Solutions
Chiron Medical Solutions
valued client Mecwind Alternative Energy (Pty) Ltd
Mecwind Alternative Energy (Pty) Ltd
valued client Werner Bezuidenhout
Werner Bezuidenhout
valued client Globalex66 CC T/A SecurityHyper
Globalex66 CC T/A SecurityHyper
valued client Ext 2 Projects
Ext 2 Projects
valued client Shades of Summer Investments 184cc t/a Junker Construction
Shades of Summer Investments 184cc t/a Junker Construction
valued client TurboFibre
TurboFibre
valued client Relebogile Contractors
Relebogile Contractors
valued client CHARLIEX CONSTRUCTIONS
CHARLIEX CONSTRUCTIONS
valued client Klerksdorp Sevens Festival
Klerksdorp Sevens Festival
valued client Evolution-Fit (Pty) Ltd
Evolution-Fit (Pty) Ltd
valued client CrossRoads Pregnancy Help Centre
CrossRoads Pregnancy Help Centre
valued client MONSTER SECURITY SERVICES (THABAZIMBI/NORTHAM)
MONSTER SECURITY SERVICES (THABAZIMBI/NORTHAM)
valued client NIMAWELL
NIMAWELL
valued client Wiselink Broadband Vryheid
Wiselink Broadband Vryheid