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US

Manage Clients Payments US

ABOUT US

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We are an accounting practice and we provide a simple but efficient excel based application to manage your clients.

PLEASE NOTE THIS PRODUCT IS FOR:

EXCEL 2007 or later (File: XLSX)

MAC 2016 16.26 or later

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THIS PRODUCT WILL NOT WORK FOR:

Microsoft - EXCEL 2003 XP (File: XLS)

Or

Apple Numbers

     INVOICES & CLIENTS

     MANAGEMENT SOLUTION

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      The Client Management Application is specifically designed for the US market.

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  • Excel based application

  • Work off-line

  • No internet connection needed

  • No monthly fees

  • Simple to use

  • Raise your invoices

  • Keep track of clients' payments

  • Maintain clients' details

  • Import your existing clients & invoices

  • Customizable invoice

  • Add the Tax rate

  • Insert your logo

  • Chose the bank details to use on a particular invoice

  • Select your own terms of payments

  • Select the currency (amongst 30 different currencies)

  • Issue an invoice or a credit note

Free trial period for 6 months!

You can then buy the product after 6 months for $150

You'll find below most of the functionalities of the application

HOME PAGE - This menu allows you to navigate through the application

Home Page.png

SET UP - The information of your business is populated here and will appear on the invoice

Set Up US.PNG

NEW CLIENT - Add a new client here. The information on that page will be used in some other parts of the application

New Client US.png

AMEND CLIENT INFORMATION 

Amend Client US.png

CLIENT INFORMATION - Get the details of a particular client. All the invoices for this client will be listed. Comments regarding the client can also be added.

Client Information US.PNG

RAISE AN INVOICE / CREDIT NOTE - The information entered in the set up page will be shown on the invoice as well as the details of the clients . The uploaded logo will appear on the top left of the invoice and can be repositioned at any time.

Invoice Customize.PNG

INVOICE / CREDIT NOTE PREVIEW

Invoice Template US.PNG

RECORD A PAYMENT / DELETE AN INVOICE - To record a client payment, select the client, locate the invoice and enter the payment and payment date, then VALIDATE

To delete an invoice, select the invoice and DELETE
 

Payment Allocation - Delete Invoice.PNG

INVOICES STATUS - This screen allows you to see all the paid and unpaid invoices raised. Several filters are available to select a client, display unpaid or (partially) paid invoices. The invoices can also be exported onto Excel.

Invoice Status.PNG

UPLOAD YOUR EXISTING CLIENTS - You have the option to upload all your legacy clients without the need to add them one by one in the application.

Import.PNG
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