Create and send online quotations and invoices, track sales, monitor staff performance, and sell & sync all your products via our POS and more.
Create and send online quotations and invoices, track sales, monitor staff performance, and sell & sync all your products via our POS and more.
Manage your cash flow, purchases, taxes, profit & loss, balance sheet, sales, chart of accounts, income statement, assets and more.
Create and manage work orders, assign clients and employees, add expenses, incomes, and invoices, schedule appointments and more.
Set up your organizational structure, add employees, create contracts, manage employees’ shifts, attendance, payroll and more.
Add unlimited products, control different warehouses, issue purchase orders to your suppliers, follow them with ease and more.
Create clients profiles, add notes, attach files, schedule appointments, reservations, follow up calls/emails or delivery easily and more.
Connect with your customers and insurer partners
Easily manage and add insurance companies profiles, define offered insurance classes, co-payment rates and applicable products.
Define insurance classes for each company, add offered products and services categories; associate these classes to beneficiaries from your clients list.
Explore insurance agencies managementCo-payment rates are applied automatically on clients' invoices, displaying the net value of the client payment and the insurer co-payment.
When a sales invoice is issued and a co-payment is due, an automatic invoice will be generated with the co-payment value and added to the insurer statement.
Explore all invoicing optionsCreate, manage and edit insurance companies profiles. View activity log for each company and track transactions and movements on their accounts.
Define and manage each company's insurance classes and coverages. View each company's different price options and more.
Add multiple price options to each insurance class, define products and service categories, copayment rates and discounts.
Manage clients profiles and select insurance company for each client. Associate its insurance class, coverage and the medical insurance number.
Co-payment rates are applied automatically on clients' invoices, displaying the net value of the client payment and the insurer co-payment.
When a sales invoice is issued and a co-payment is due, an automatic invoice will be generated with the co-payment value and added to the insurer statement.
A new journal account for the insurance company is automatically created with new transaction accrued from the first claim sales invoice.
Generate a reverse journal transaction for copayment receipts when a refund is made, it will be reflected in the chart of accounts and company statement.
Yes, enerpize offers various online payment gateway options, such as PayPal, eWay, Paymate, Authorize.net, and Stripe, for simple and secure online transactions. Your clients can also be given options to pay offline by cheque or direct bank deposit with an easy process to receive payments, confirm and set any invoice as paid.
No, all pricing plans offered by enerpize include all modules: accounting, payroll, operations, sales, CRM, and inventory. All module updates or new modules are free to integrate.
Yes, enerpize makes it easy to keep a close eye on the bottom line with Profit & Loss reports you can generate in seconds. Display your total revenue, expenses, and your net income. Choose your income from invoices and a date range to let our reports calculate your net profit. How much your business has spent versus. earned can be neatly displayed over your selected period of time.
Yes, you can import data into enerpize from a .csv file. Other data types used for your invoices, quotes, sales orders, suppliers, items, can also be imported and integrated into the system.
Yes, you can use multiple currencies and taxes. Set default currencies for specific clients and invoices. Generate statements and reports related to each currency used.
Yes, enerpize keeps record of salespersons activities, actions, opportunities, calls and emails. This gives you an idea about your sales team performance per individual.
Our custom solution architecture ensures complete real-time visibility into the sales performance of your business by seamlessly integrating with all enerpize modules:
Unleash new opportunities by managing your business through enerpize where productivity goes hand in hand with relaxation and necessity meets simplicity.
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