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Sales Accounts

Every company or contact/individual who is a customer automatically has an Sales Account in JobPro. It is a centralised area for overview of all financial transactions carried out with your customer. This module also features access to the communication and task module to allow credit control set tasks and log calls against the customers account.

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Some key features:

  • Set payment terms for your customer.
  • Set credit limits for your customer.
  • See a full list of sales invoices and any aged debt.
  • Set tax codes application to orders from the customer such as VAT, GST etc.
  • See customer receipts and allocations.
  • Communications and tasks module is available under Sales Accounts to track any credit control efforts made.
  • Sent out statements.
  • Set the account such that a customer invoice will not print / email unless a PO is present.
  • Further customisations available on request.

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Screenshots:

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