Accounts Receivable

 

DEPOSITS

Deposits are calculated according to the minimum deposit setup for your organisation. All that is required is a “Payment method”

OVERVIEW

The Banking dashboard allows an overview of your monies the quick filter tabs show pending, working in progress, awaiting payment. From here you can Receive money, create deposits slips, send statements and much more

RECEIVING MONEY

Allocate payments to orders. Receiving money includes Amount, outstanding amounts. You also have the ability to split and adjust payments

DEPOSIT SLIPS

Create a list from Received Money, Quote Deposits and Installer final payments to acknowledge receipt and print paperwork to take to the bank.

STATEMENTS

You can send customers details of transactions against their account.

Leads

Keep a track of every prospect your business is dealing with from call to sale. Measure your success both sources of leads and lead conversions.

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Quoting

Manage the way your consultants handle quotes and follow ups. Ensuring quality control and high conversion rates.

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Job Tracking

Manage your entire workflow from supplier orders to tracking the production process and even confirming receipt of the delivery.

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Installation Management

Manage your installation appointments, keep track of team members, and assign new jobs quickly and easily.

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CRM

Have confidence in your customer data, deliver better customer service with a more systemised approach to CRM.

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Accounts Receivable

Improve business efficiency by running your accounting systems in the same place as your CRM and your marketing platform.

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BUZ 2 BUZ

Automatic updates save you countless hours when your suppliers increase or decrease their rates or have new options available.

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BUZ to Xero

Automatically add your BUZ customers, invoices and receipts to Xero keeping your data up to date regardless of the system.

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Complete software package for made to measure products