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

Enjoying Invoices Online

I have enjoyed using your system so much at *(business name removed), that I have decided to load my personal business onto it as well.

I have upgraded to the Gold account in order to support you guys!

Shaun Gartshore
valued client Winfields Great Getaways
Winfields Great Getaways
valued client INVOICES/JOBCARDS ONLINE
INVOICES/JOBCARDS ONLINE
valued client TIGERDSL
TIGERDSL
valued client Enhle Oarabile Kea
Enhle Oarabile Kea
valued client SLOANE STAR MEAT MARKET
SLOANE STAR MEAT MARKET
valued client Cooper Logistics (Pty) Ltd
Cooper Logistics (Pty) Ltd
valued client Mountain Lion Properties
Mountain Lion Properties
valued client Creative Characters
Creative Characters
valued client Ané Böhme Trust
Ané Böhme Trust
valued client Stories4Kids (Pty) Ltd t/a Storietyd
Stories4Kids (Pty) Ltd t/a Storietyd
valued client Testpro Laboratory (Pty) Ltd
Testpro Laboratory (Pty) Ltd
valued client Westside Car Audio CC
Westside Car Audio CC
valued client Fox Alarms & Security CC
Fox Alarms & Security CC
valued client Laurinda Pretorius Spraak en Drama Ateljee
Laurinda Pretorius Spraak en Drama Ateljee
valued client Konsortium Operations ( Roamfree Meats )
Konsortium Operations ( Roamfree Meats )