INVOICING AND CREDIT CONTROL
Access Financials
Streamline the sales-to-cash process with integrated sales order processing and credit control software.
REDUCE SALES PROCESSING TIME AND COSTS
Integrated billing software allows sales staff to easily manage complex sales order processes, while automatic credit checks and approval workflows streamline credit control. Built-in collection management software ensures outstanding debts are managed efficiently and effectively.
KEY INVENTORY ACCOUNTING FEATURES
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Pre-defined item list: Quickly and accurately create estimates, quotes and repeat orders using pre-set items, or duplicate part or all of a previous order
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CRM integration: Integrate with your CRM to automatically pull through customer data and terms, and support sales reporting
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Promotional assets: Add product descriptions, imagery, variations, linked items, and automate cross-sell, up-sell and promotions
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Flexible price matrix: Easily set up variable and promotional pricing and customer discounts. Our advanced price matrix helps select the right price list based on customer, item, offer or location
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Auto-checks: Automatically check orders against credit limit, payment history, availability and pricing
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Alerts: Receive alerts for new sales, credit breaches or actions
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Debt management and audit trail: View, prioritise and manage outstanding problem debts. See transactional and communications history and automatically record all communications with Microsoft Office and Access Workspace integration
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Automated posting: Automated transaction postings and debt write-off routines