Features

Client Management

• Store all billing information and miscellaneous notes on clients
• Easily lookup and retrieve client information

Automatic Recurring Charges

• Schedule charges to automatically be entered on clients' bills
• Weekly, Monthly, Quarterly, and Yearly time periods
• Description of automatically entered charges reflect the time period covered by the charge

Email or Print Bills

• Enter an email address for a client and their bill will be emailed instead of printed during bill processing
• If no email is entered for a client, their bill will print for you to mail

Setup Common Charges as Items

• Setup items with default pricing
• Indicate if items can be discounted by a client's discount rate
• Clients can be set for different item prices