Delivering mature business experience

Expenses & income tracking

Add expenses from any device anywhere. Assign billable expenses to customers and send invoices. Track what you earn and spend using powerful reports.

Profit and loss report (P&L)

Display your overall revenue, expenses, and net income. Choose your income from invoices, set a date range, and let our reports calculate your net profit.

Multiple tax settings

Define all taxes options (GST, VAT, EXP, etc.) you need to easily manage taxes as required for monthly, quarterly or annual returns.

Cost centers

Monitor the operation expenses of your organization to control total costs and calculate profitability on a product or department basis.

Chart of accounts (COA)

Listing of the names of the accounts that your company has identified and made available for recording transactions in its general ledger.

Ledger reports

Enerpize provides a complete record of financial transactions over the life of a company and holds account information needed to prepare financial statements.

Bank/treasury accounts

Assure all parts of the bank can readily access the cash they need for their business activities and effective collection and payment of funds.

Manual & auto journals

Keep an accurate record of financial transactions to prepare information for company statements required either manually or automatically.

Recurring expenses

Set the system to create a recurring expense on a daily, weekly, or monthly basis for regular expenses or on client-related expenses.

Go paperless, get organized

Categorize expenses, vendors, and clients. Upload all your receipts to our system and stay organized without all the receipt clutter.

Assets management

Help you perform developing, operating, maintaining, upgrading, and disposing of assets cost-effectively, and enable you to improve asset acquisition.

Assets depreciation

Calculate the depreciation of an asset by a fixed amount to be deducted from the original value per period, over the asset’s useful life automatically.

Track your staff

Track every expense added by your staff with our powerful expenses reports, and see where your money goes with a customizable expense report.

Multi-currency

You can use multiple currencies and taxes. Set default currencies for specific clients, and invoices. Generate statements and reports in relation to each currency.

Track work orders status

Show records of current or previous statuses of a certain client to help you identify clients’ current needs and be able to fulfill them in advance.

Assign to staff members

Help you assign work orders to relevant staff members, be able to track the performance of each member on tasks assigned, and check task completion rate.

Attach invoices & expenses

Include an extra expense and automatically invoice your client through work orders, instead of separately sending the invoice and work order.

Attach documents & forms

Attach a file or refer to the resource relevant to the client's request. This increases your content marketing efficiency and helps get higher levels of customer satisfaction.

Appointments & actions

Schedule appointments on your system and receive alerts to remind you of an activity or a due payment you might forget about and must be performed.

Custom fields

You can create fields as new customized entries in a certain module. This customization helps you manage your business operations accurately.

Activity log

Track activity of your work orders, identify logs to help you follow your working steps and be able to check the status of work orders: closed or opened.

Go paperless get organized

Put your employees expenses in different categories, and upload all their receipts to our system and stay organized without the clutter of receipts.

Track your staff

Track every expense added by your staff with our powerful expenses reports, and see where your money goes with a customizable expense report.

Sales persons tracking

Help you to keep record of sales person's activities, actions, opportunities, calls and e-mails and give you an idea about your sales team performance per individual.

Employees permissions

Helps you to customize the level of actions a staff member take toward the system, split responsibilities among your team to provide unified roles and permissions per member.

Assign to staff members

Help to assign a contact or a task to the relevant staff member and splits your staff responsibilities according to each job description to match the tasks with the job discerption.

Employees records and profiles

Record employees details, personal informations, emergency contacts, work-related informations and history; activate and deactivate employees access to the system.

Real-time communication

Communicate with employees through email to function and contacts them directly on their registered phone numbers and emails.

Organizational structure

Define and manage your organizational structure through creating departments, employment types, employment levels, designations and branches.

Payroll management

Create salary components, define salary structure and apply it to your employees. Add pay runs, generate employees payslips and validate it with attendance.

Employment types

Define, list and manage employees employment types; organize your headcount and display reports based on each employment type.

Contracts management

Organize your employment with contracts for each employee, track contracts statuses to take actions and plan ahead; define its salary information so that system generates payroll based on contracts.

Limitless products

Add a variety of products and services. All you need to have all your entries unique from each other to be able to enter whatever number of product types.

Low stock notification

Give you an update about current stock, and activate alarms in low stock levels when critical points, set in advance, are reached.

History of stock transactions

Include all product-related transactions whether it is a cost price or selling price. Track debit and credit balance of your inventory.

Average price calculations

Calculates average selling price per unit in case the stock purchase price changed to determine the average cost per unit and get a view of the ending balance.

Profit reports

Display your total revenue, expenses, and your net income. Choose your income from invoices and pick a date range, and let our report calculate your net profit.

Barcode

Barcodes help you eliminate the possibility of human error. Errors made by manual data are significantly higher than that of barcodes.

Import & export

Our option of “import and export” makes it easier to add over one product or bulk of products. You can export or import data in Excel sheets for use outside the system.

Custom fields

You can create fields as new customized entries in a certain module. This customization helps you manage your business operations accurately.

Multiple warehouse

Create multiple warehouses with separate stock levels. Gain full control over each one as a stand-alone entry in your inventory.

Warehouse management

Increase your competitiveness through minimizing labor expenses, enhancing customer service, improving inventory accuracy, and increasing responsiveness.

Warehouse permissions

Customize levels of actions a staff member can take toward a warehouse, split responsibilities among the team, or unify roles and permissions per staff member.

Stock requisitions

Record shipping steps and warehousing process. Track who was responsible for each step in the process to help you supervise your stock.

Packing slips

Inform your shipping department of releasing inventory for delivery and point out that this good is purchased by another client or will move to another warehouse.

Clients timeline

It is a graphic design that shows a long bar labeled with dates with events related to a client in addition to actions taken by any member of your company with that client.

Client statement

Track a client’s balance and check if he paid everything in full or take a collection action when having a negative balance or a partial payment.

Notes

Enable your salespeople to write notes about calls or any other details that remind them with a piece of information related to a client that might be important.

Follow-up and tracking

Create a series of simple email reminder templates, which can be sent by the system at predetermined time. You do not have to send your clients payment requests manually.

SMS

Send automated SMS to your clients based on an industry-related event going, an inquiry that they are waiting for an answer on or information they need on a product.

Appointments

Schedule appointments on our system and receive alerts to remind you of an activity or a due payment that you might forget and must be performed.

Email templates

Help you create customized templates and a variety of visual designs you could use when sending an email to a customer.

Custom fields

You can create fields as new customized entries in a certain module. This customization helps you manage your business operations accurately.

Contacts management

Enable storing and finding contact details easily. This allows several people in a workgroup to access the same database of contacts.

Import & export

Give you options to import and export bulk of clients, products, and invoices. It facilitates adding more than one client. You can also export or import in Excel sheets.

Attachments and resources

Attach a file or refer to the resource relevant to the client's request. This increases your content marketing efficiency and helps get higher levels of customer satisfaction.

Assign to staff members

Help you assign a contact or a task to a relevant staff member and circulate staff duties as per each job description. Match tasks with job description for an optimal performance.

Activity log

Track your clients’ activities and identify logs to help you track the buyer's journey phases. Deliver the best content based on clients’ needs.

Clients geolocation

Help you check a customer's geographic location on google maps. Pinpoints locate your customers on any device used by you or one of your staff.

Multiple payment methods

Provide various payment options. Accept all payment methods and offer total flexibility to your customers for simple and secure online transactions.

Easy returns and refunds

Perform efficient returns of previous orders from ongoing or prior shifts, and issue customer refunds to the original payment method.

Deposits and down payments

Offer your customers the option of leaving a security deposit or partial payment towards items instead of paying all at once.

Receipts and invoices preview

Preview receipts and invoices on screen before printing. This allows you to quickly edit or amend the receipt before adding payments and printing the receipt.

Manual discounts

Add discounts manually to a full order or to single item within, based on the pre-defined.

Sales order notes

Keep track of special requests and details by attaching notes to orders.

Different taxes

Taxes are automatically calculated based on your tax settings. If needed, you can disable taxes or set custom taxes for a specific product or order.

Custom sales prices

Create custom line items, and set the price to any product you want based on your permissions.

Orders history

View and filter all orders made. Search by customer, product, invoice number or date.

Cash management

Monitor all cash register adjustments and staff changes throughout the day.

Customer profiles

Create customer profiles with new orders. Assign orders to specific customers. Find their contact info and order history at a glance.

Inventory management

Manage your entire inventory, across all your retail locations or inventory assigned to a single POS. Track stock counts, and automatically stop selling products when inventory runs out.

Barcode scanner and printer

Quickly scan customers’ order using your barcode scanner. Use your thermal barcode printer to print receipts to customers.

Sales reports

View, analyze and export sales by salesperson, store, time period, or customer.

Product reports

Analyze and get insights into your store growth. See which products sell and which do not.

Reports

Allow you to communicate information which has been compiled as a result of research and analysis of data and issues. This brings insights and covers a wide range of topics.

Support A4 and thermal printing

Let you choose from a broad variety of material to print your business invoice on, such as A4 and thermal papers used in cashier receipts.

Price groups

Insert a specific selling or buying price which could be charged or paid to a unique client or vendor who is having special price terms with your company.

Appointments & booking system

Organize your appointments and services bookings, associate services and system staff with an overlapping preventive online booking.

Convert booking to invoice

With a simple single click you can convert your bookings and appointments to invoices and receive payment immediately.

Track your bookings

Track your daily appointments and organize your calendar, gain insights of your authorized staff availability and services delivery times.

Online service booking

Accept online bookings, clients can select services, favorite staff member and their suitable time from your booking portal.

Appointments and actions

Schedule appointments on your system and receive alerts to remind you of an activity or a due payment that you might forget and must be performed.

Upfront payment for bookings

Receive a downpayment or an online upfront payment from your clients to confirm bookings and reduce no-show rates.

Set duration for each service

Organize your calendar and define each service duration to enable your customers know exactly when to show and when exactly their services ends.

Assign staff to appointments

Assign an authorized staff member to each service in a predefined working hours or shifts and track your staff available time.

Confirmation via SMS

Send appointment confirmation and reminders Via SMS to your clients and staff whenever appointments are booked, cancelled or rescheduled.

Easy and simple dashboard

Get everything organized in one place to catch your appointments, clients meetings, and service bookings.

Branch-level scheduling

Organize and schedule your bookings and appointments on a branch-level where you can manage each branch individually or all branches together.

Pre-filled Invoice Templates

With just one click, you can load preset data into any invoice you create. Within seconds, you'll have a brand-new invoice ready to send to your client.

Email Templates

Customize your emails to suit different clients and payment processes, and send messages with attached invoices quickly.

Invoice Preview

Preview on-screen invoices before dispatching them to clients. This allows you to edit or amend invoices before saving them to the system or sending them without delay.

Automatic Reminders

Create a series of simple payment requests and email reminders, which the system can send at predetermined times.

Attaching Documents

Upload files to your "document store" and, with a single click, attach them to your estimate or invoice. Keep all documents related to a specific transaction in one place.

Terms and Conditions

Upload "Terms & Conditions" documents that can be automatically attached to invoices or tailored for specific invoices or clients to acknowledge the terms.

Subscription Tracking

Track ongoing subscriptions seamlessly. Access previous invoices and payments, view upcoming invoices and their send dates and monitor reminders or documents already sent to clients.

Create Estimates Instantly

You can use "pre-filled" estimate templates that include various products and services with set taxes or discounts. Tailor and utilize estimates anytime for any client.

Follow-up on your Estimates

Turn an estimate into a printable document, create a direct link, or email it to clients who can view, approve, and negotiate online. Easily convert it to an invoice.

Email Billing

Include a secure online payment link within an invoice to simplify your clients' payment management.

Accept Payment Online

Offer various online payment gateway options, such as PayPal, eWay, Paymate, Authorize.net, and Stripe, for simple and secure online transactions.

Accept Payment Offline

Provide your clients the option to pay offline by cheque or direct bank deposit, ensuring an easy process for receiving payments. Easily confirm and mark any invoice as paid.

Deposits and Partial Payment

Whether payments are made online or offline, you can enter deposits and partial payments for an invoice. Efficiently manage client accounts with payment logs.

Face-to-Face Credit Card

Charge your clients in-store or face-to-face using a credit card payment. The money will go to your Stripe account, where you can transfer it to your bank account anytime.

Multi-Currency

Utilize multiple currencies and taxes. Set default currencies for specific clients and invoices. Generate statements and reports for each currency used.

Invoice Custom Layout

Create customized templates and various visual designs to use when sending invoices to your customers.

Barcode

Barcodes help eliminate human error, as manual data entry mistakes are significantly higher compared to barcode scanning.

Reports

Communicate information compiled from research and data analysis, providing insights and covering a wide range of topics.

Support A4 and Thermal Printing

Choose from a variety of materials to print your business invoices, such as A4 paper and thermal paper used for cashier receipts.

Shipping Labels

Affix to a package or include an item where you only pay the shipping cost or any service you choose with signature confirmation.

Group Prices

Insert a specific selling or buying price that could be charged or paid to a unique client or vendor who has special price terms with your company.

Expenses tracking

Add expenses from any device anywhere. Assign billable expenses to customers and send invoices. Track what you earn and spend using powerful reports.

Profit and loss report (P&L)

Display your overall revenue, expenses, and net income. Choose your income from invoices, set a date range, and let our reports calculate your net profit.

Multiple tax settings

Define all taxes options (GST, VAT, EXP, etc.) you need to easily manage taxes as required for monthly, quarterly or annual returns.

Cost centers

Monitor your the operation expenses of your organization to control total costs, and calculate profitability on a product or department basis.

Manual & auto journals

Keep an accurate record of financial transactions to prepare information for company statements required either manually or automatically.

Recurring expenses

Set the system to create a recurring expense on a daily, weekly, or monthly basis for regular expenses or on client-related expenses.

Go paperless, get organized

Categorize expenses, vendors, and clients. Upload all your receipts to our system and stay organized without all the receipt clutter.

Track your staff

Track every expense added by your staff with our powerful expenses reports, and see where your money goes with a customizable expense report.

Multi-currency

You can use multiple currencies and taxes. Set default currencies for specific clients, and invoices. Generate statements and reports in relation to each currency.

Employees permissions

Help you customize the level of actions a staff member takes within the system. Split responsibilities among your team members to provide unified roles and permissions per each member.

Assets management

Help you perform developing, operating, maintaining, upgrading, and disposing of assets cost-effectively, and enable you to improve asset acquisition.

Assets depreciation

Calculate the depreciation of an asset by a fixed amount to be deducted from the original value per period, over the asset’s useful life automatically.

Manage disposals

Work with your accountant or bookkeeper to manage the disposal of business assets.

Payroll management

Create salary components, define salary structure and apply it to your employees. Add pay runs, generate employees payslips and validate it with attendance.

Salary components

Add salary components either as earning or deduction, in formula or amount format with special conditions. Define it as a reference value only to manage your CTC.

Earnings and deductions

Create predefined earnings and deductions, assign it to salary structures or on the fly to payslips. Organize your payroll process with rules and conditions.

Salary structures

Group different salary components into unique salary structures with variant payroll frequencies. You can update and apply it to affect all or new employees only.

Salary structure in contract

Assign salary structures to employees contracts, manage individual salary components in the salary structure and apply updates to contracts.

Generate Payslips

Generate payslips individually or for a group of employees (branch, department, designation, etc.) and review them to approve or edit manually.

Manage different currencies

Create different pay runs with different currencies to generate payslips with variant currencies.

Assign ledger accounts

For each salary component, you can assign a different ledger account to handle your books and payroll expenses perfectly.

Payroll integration

Payroll is integrated with attendance, contracts and organizational structure. Also payroll transactions are integrated with accounting ledgers and journals.

Payslips approval permissions

Set permissions for payslips approvals and processing. Define who can generate, manually edit, view, approve or disapprove payslips.

Payslips bulk approval

Approve an individual payslip or mark multiple payslips for bulk approval and streamline payslips processing.

Pay multiple payslips

Convert multiple approved payslips to paid/disbursed and generate payment records linked to employees predefined ledger accounts.

Export payslips

Export single or multiple employees payslips in a .csv format.

Send payslips to employees

Set permissions for employees to view their approved payslips from their profiles or share it with them through email.

Payroll reports

Generate detailed insightful reports about payroll, payroll expenses, salaries - i.e by branch, department, designation, frequency or even hand-picked employees.

Compensations management

Manage employees compensations, allowances and individual bonuses. Edit payslips manually to add bonus component either as a fixed amount or a formula.

Contracts custom fields

Customize contracts templates with custom fields. Create different contracts templates with variant terms and information.

Contracts status

Track contracts status, take actions against contracts and know exactly when open contracts will expire or even cancel them.

Contracts automation

Track employee contracts, subcontracts, search and filter with variant of criteria. Stay vigilant by receiving notification for soon-to-be expiring contracts.

Contracts reminders

Set reminders to expiring contracts to renew, cancel, substitute create or even to create a new contracts instead.

Probation periods

Define probation periods for employees, track their contracts and take actions. You can filter and search for nearly ending probation period contracts.

Compensations management

Manage employees compensations, allowances and individual bonuses. Edit payslips manually to add bonus component either as a fixed amount or a formula.

Salary structure in contract

Assign salary structures to employees contracts, manage individual salary components in the salary structure and apply updates to contracts.

Contracts custom fields

Customize contracts templates with custom fields. Create different contracts templates with variant terms and information.

Contracts automation

Track employee contracts, subcontracts, search and filter with variant of criteria. Stay vigilant by receiving notification for soon-to-be expiring contracts.

Contracts status

Track contracts status, take actions against contracts and know exactly when open contracts will expire or even cancel them.

Probation periods

Define probation periods for employees, track their contracts and take actions. You can filter and search for nearly ending probation period contracts.

Contracts reminders

Set reminders to expiring contracts to renew, cancel, substitute create or even to create a new contracts instead.

Payroll integration

Payroll is integrated with attendance, contracts and organizational structure. Also payroll transactions are integrated with accounting ledgers and journals.

Payroll management

Create salary components, define salary structure and apply it to your employees. Add pay runs, generate employees payslips and validate it with attendance.

Contracts permissions

Set permissions for contracts management and processing. Define who can create, edit, view, renew or cancel contracts.

Companies management

Create, manage and edit insurance companies profiles. View activity log for each company and track transactions and movements on their accounts.

Insurance classes

Define and manage each company's insurance classes and coverages. View each company's different price options and more.

Price options

Add multiple price options to each insurance class, define products and service categories, copayment rates and discounts.

Clients integration

Manage clients profiles and select insurance company for each client. Associate its insurance class, coverage and the medical insurance number.

Automated invoicing

Co-payment rates are applied automatically on clients' invoices, displaying the net value of the client payment and the insurer co-payment.

Insurer receipts

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.

Accounting integration

A new journal account for the insurance company is automatically created with new transaction accrued from the first claim sales invoice.

Refunds management

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.

Manage people leaves and attendance

Manage people leaves, attendance, and employees shifts; manage and organize leaves policies, attendance rules, permissions, holidays and get insightful reports.

Multiple methods for attendance

Record attendance with variant methods including fingerprint, employee self-services, supervisor records or importing an external Excel sheet.

Manage fingerprint devices

Connect and manage multiple fingerprint devices in different locations; supporting different devices models and APIs.

Attendance Restrictions

Restrict employees attendance to be from a certain IP address, location range and require a live photo capture to validate attendance.

Associate staff on different devices

Associate employees with different fingerprint devices in different locations. Manage employees attendance in multiple branches.

Supervisor attendace records

From different attendance check in procedures, an HR supervisor can manually record employees check-in and check-out records.

Import attendance sheets

Import an external attendance Excel or CSV sheet to the system and map employees records automatically.

Self-service attendance

From different attendance check in procedures, employees can record their personal check-in and check-out through their profiles on the system.

Time tracking

Track actual time spent on projects and tasks through employees timesheets, employees can start and end timers when they work on specific projects.

Attendance policies

Create and convert attendance and leaves policies automatically into an active attendance rules and procedures on the system.

Auto attendance counting

Count employees attendance automatically based on employees balances and attendance policies and formulas.

Permissions management

Manage employees leaves and attendance permissions, organize leaves balances and allow permissions based on available balance.

Dynamic rules of attendance

Add dynamic formulas to attendance rules and policies, use formulas to calculate employees leaves and more.

Shifts management

Add different shifts and assign it to employees, create allocated shifts for a brief time. You can assign two different shifts for the employee.

Holiday lists

Predefined holiday lists based on each country local holidays, added automatically to the system where you can organize your shifts.

Manage absence and leaves

Create and manage attendance flags, define leaves types and absence rules. Take total control over employees attendance.

Manage late show up and deductions

Set up attendance rules and define check-in and check-out periods, set deduction rules for late attendance and bonuses for early attendance.

Leaves reports

Detailed leaves report for each employee, leaves balance, leaves taken and when by each leave type.

Attendance detailed reports

Detailed attendance reports on employee, department, and branch level. Displaying shifts, holidays, attendance days, check-ins and check-outs.

Automatic attendance sheets

Generate automatic attendance sheets for each employee, or for a group of employees for one month or for a period of time.

Memberships management

Create your own membership packages, plans and bundles, assign to clients, customize, charge credit points and more.

Package customization

Build and tailor packages to suit your business. Assign plans, customize your own credit types without restriction, credit points, start and expiry dates.

Package suspension

Track payments and plan consumption. Suspend your packages subscriptions as needed.

Credit charge management

Define credit types and amount, set start and expiry dates. Add credit charges and Balance to specific clients.

Voucher credit points

Gift your customers free of charge credit points as vouchers by assigning credit charge as required.

Client attendance tracking

Keep record of clients’ attendance dates. Check in visitors for an independent or an occasional memberships plan. Client attendance via fingerprint is available through API linking.

Package monitoring

View customers’ attendance history, package utilization and credit points consumption, monitor needs and renew memberships as needed.

Sales & invoicing automation

Auto-invoice your customers with memberships announcements, payments suspension or package renewal. Get insight from integrated sales reports and increase your revenue.

CRM integration

Manage your community, create members’ profiles, view attendance history, payments and membership plans’ consumption. Categorize clients and assign to staff members for personalized communication.

Fully-customizable website

Customize your homepage content and images, navigational panel, content pages, categories and products/services listing and more.

Built-in theme

View and customize your own website template, create content pages or edit existing as needed.

User-friendly navigation

Ease of design, accessible user interface and simple website display and navigation..

Advanced search and sort

Customers can look up products/services they need in the search bar, sort by price and more.

Responsive design

Provides more accessibility through responsive website design and facilitates customers’ purchases from any device.

Social media integration

Add your social media links with our built-in icons so customers can easily find, follow and engage with your brand.

Intuitive ‘add-to-cart’ functionality

The simpler customers find the add-to-cart button, the more purchases they make. Our website template provides rich user experience to make transactions click-of-a-button easy.

Dynamic products display

Integrated with our Inventory module, simply decide which products/ services to display, feature in your homepage, categorize and put on sale.

Offers and promotions

Add offers, promotions and discounts to products/services and find them reflected in your website with before and after price display.

Auto customer profile creation

Our customers’ register and login feature automatically creates a customer profile in the CRM module, saves history, activity and more.

Auto customer invoicing

Invoice your customer with profile creation data, order placement confirmation, shipping, payment status and more without raising a finger.

Integrated Reporting

Get insight on your sales performance and customer preferences that support your analysis of results and data through your website.

Easy-to-use checkout

Straight-forward order placement and proceed to checkout functionality to ease users’ purchase processes and boost your sales.

Multiple payment gateways

Cash on delivery or credit, provide various payment options. Accept all payment methods and offer total flexibility to your customers for simple and secure online transactions. Update through SMS and more.

Customers’ payment status

Track and get updates on customers’ payment status whether it’s incomplete, pending, completed or failed. Send reminders, receipt invoices and more.

Auto commission computation

Get accurate, error-free sales commission computation and real-time reflection in sales transactions and employee profile.

Customizable commission rules

Create and customize your own commission rules, customize commission items, quantity, target metrics and assigned sales reps.

Multiple target metrics

Varied target and commission computation techniques. Select target metrics from quantity, volume or revenue of sold items.

Employee rule assignment

Assign employees and sales reps to custom commission rules and set achievable targets based on their performance.

Target application

Apply target-based incentives, motivate salespeople to achieve their targets, close deals and improve revenue.

Commission sheet display

Track team members’ performance by generating detailed commission sheets for each employee with reporting on sales transactions, earned commissions and real-time target achievement.

Commission incentive approval

Review commission incentives, confirm and approve it to find it reflected in sales reps’ payroll. Undo approval as required.

Sales and CRM Integration

With invoicing and sales and CRM module integration, track sales' history, clients' data and follow-ups and find consistent and reliable data in one unified place.

HR and payroll integration

Automated sales target and commission payroll reflection based on pre-set commission percentage and rep’s achievement.

Sales performance reporting

Find out what sales your team has landed based on integrated sales and invoicing reporting and analytics, view and export reports per salesperson.

Installment and Cash Management

Manage installment agreements, installment loans, payments, view a full list with the installments and updated payment status.

Installment Sales Integration

Installment business software integrated with the Sales and invoicing module ensures easy installment setup in alignment with Sales records and reports.

Flexible Installment Periods

Flexible installment payment management time frame; weekly, bi-weekly, monthly, quarterly, or yearly.

Modifiable Installment Payment

Edit payment plans, amount or due date to suit your clients’ needs. Changes reflect in upcoming installment payments.

Trackable Payment Status

Updated payment status in real-time so you never miss out on a client payment due date.

Activity log monitoring

Monitor activity log, employees’ history of payment entries, clients installment payments, start and due date and status of each installment.

CRM integration

Installments are interlinked with the clients’ database so you can easily install any client business transaction through invoices.