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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.

Fast, Accurate & Easy to Use

Small Business Management System or SBMS, now rebranded as Invoices Online is an online invoicing system developed by the same guys that developed our site, we use it and honestly recommend it to all people who have dynamic sites, or want an online invoicing solution.  The invoicing application is fast, accurate, easy to use, and it really enhances the online experience of our clients.

Jannie Schutte - myFinance-Online.co.za
valued client UMVIKELI PRIVATE SECURITY
UMVIKELI PRIVATE SECURITY
valued client Mtunzini Group
Mtunzini Group
valued client IYD
IYD
valued client WIP Digital Solutions
WIP Digital Solutions
valued client Website Café (PTY) LTD
Website Café (PTY) LTD
valued client Oak Tree Immigration
Oak Tree Immigration
valued client MSPCloud (Pty) Ltd
MSPCloud (Pty) Ltd
valued client ARCHITEK PTY LTD
ARCHITEK PTY LTD
valued client Moremi Kitchens Rustenburg
Moremi Kitchens Rustenburg
valued client SA Security Brokerz (Pty) Ltd
SA Security Brokerz (Pty) Ltd
valued client Zwashu Bed Manufacturing
Zwashu Bed Manufacturing
valued client VIV'S TRUCKS (Pty) Ltd. (651)
VIV'S TRUCKS (Pty) Ltd. (651)
valued client Safe-Train Consulting (PTY) Ltd
Safe-Train Consulting (PTY) Ltd
valued client Depot Diesel (Pty) Ltd
Depot Diesel (Pty) Ltd
valued client CLEVER STUDENTS
CLEVER STUDENTS