Customer Accounts Program
Summary content
Customer accounts programBest online, it works online without the need for specific device specifications or operating servers,
All you have to
Then enter and start inManage your accounting businessIncludingCustomer accountsWe will write on this article .
As you have a business owner, a sales employee, or even a supermarket shop, a restaurant, a pharmacy or even a small booth:
You will indeed not be dispensed with following your customer accounts, so we didCustomer account management programAnd the ease of referring to them at any time, and you imagine that this program online does ...
From basic data === & gt; Customer data
This is to add anyNew customer(Customer code - customer name - governorate - branch (branch affiliated with him) includes)
The customer quality can be determined or not.
Customer quality (client - supplier) can be determined.
Contact Data(Telephone - mobile - fax - email - website - home address - business address - tax registry (for the company or the commercial field if any)
Customer price (determining the quality of the customer price in bulk or my sector)
- Customer classification (the customer can be classified according to the importance of A to C or adding it in the Blacklist List) - notes).
Udn customer list
It is the portion for adding customer payments to customers (payment receipt with customer identification).
In this section, it is possible to displayCustomer account report(For a specific customer or all customers) according to a specific date (from such a and such date, for example), with determining the type of account (see the following image).
The sum of customer accounts can be displayed once or a specific customer selects with a total of the total amounts and creditors, and the total customer balances.
To make price lists for customers and save them within the program, you can also convert the reserved menu into an invoice at any time.
The premium payment system for customers, the invoice number is determined to pay its installment and then displayed for payment.
To add a discount at a specific customer level. (The customer is determined and the amount of the discount is allowed)
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As retaining the lists of customers and managing them in companies and commercial fields is important
It must be found in every commercial field, we have programmed this program, which is characterized by:
Differs Customer management in Accounts programFor its management in a system like CRM responsible for managing the customer relationship relationship,
But it is very important that you have a database for your customers while linking all their accounts with their accounts of bills, balances, installments system, etc.
The primary goal of this program is to link your customers to your accounting system so that no invoice tied to a specific account or accounting movement.
The financial transactions that we have linked to your customer accounts are:
- Commercial Register No. - The first duration balance is divided into the dates of entitlement - The debt limit
- The payment period granted - The tax file number - The legal form of the company
- & nbsp;
- The items permitted to deal with the customer - The name of the sales representative based on the customer service.
While linking your financial accounts to customer accounts, you can make special price lists for them with a goal:
With this link, we have achieved the goal of the customer accounts program, which is the application of the link between accounts and customers in one program.
You can get to know the prices now by
Or contact with a consultant to determine the appropriate system for your work on
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