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Accounts Receivable |
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Invoices |
| Invoices are automatically
created for you when you complete jobs.
In addition, you can create manual invoices. |
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| Selections of invoices
can be viewed and then printed. |
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Statements |
| If your customers have
many services, you will prefer to print
statements, which can be printed for
a selected period of time to show all
account activity for that customer. |
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| The statements will print
out all jobs/charges and payments received
for the customer. |
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Account History |
| Easily accessible from
the Customer Information Screen is the
Account Screen, which will give you
a list of transactions for that customer. |
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| This enables you to look
up transactions for customers quickly
and easily. |
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Combined
Invoicing |
| This new feature
allows you to combine multiple
invoices into one for a customer!
This is particularly useful if,
for example, you do several services
for the customer for the month,
but you only want to send them
one invoice. |
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| You can specify
on the Customer Information screen
which customers require only one
invoice like this, and then run
the Combined Invoice routine,
which will combine all their individual
invoices into one. |
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| Note: You can create
Combined Invoices for any period
you wish. For example, 2 weeks
or even 1 week. |
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Credit Card Processing |
| Process credit cards directly in Scheduling
Manager with the Credit Card
Processing module. |
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| This saves you enormous amounts of
time because you no longer have to sit
at a terminal and punch in credit card
numbers manually. |
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| Simply close out jobs in Scheduling
Manager and then click a button
to batch process all credit card charges
for the week (or whatever period you
wish). |
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| With our credit card processer you
are also guaranteed better rates than
your current processer, so this feature
really saves you money! |
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Watch
Movie |
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This feature is not included with
the basic package, but it can be purchased
as an additional module. |
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Third Party Billing |
| The Third Party Billing module is
a new feature for Scheduling Manager that allows you to set up customers
so that when their bills are generated
they go to an outside third party's
account. |
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| You can also combine services for
several different customers onto one
invoice for these third parties on a
regular basis, such as weekly, bi-weekly
or monthly. |
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| This feature can typically be used,
for example, if you are regularly contracted
by another company to provide services
to customers, but are paid by the contractor. |
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Watch
Movie |
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This feature is not included with
the basic package, but it can be purchased
as an additional module. |
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Scheduling Manager Web Add-On |
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| Scheduling Manager Web Add-On provides you access to your data on any device that can surf the web. Both customers and employees can log on online to see their schedules, request jobs and submit job completion information. |
| Read more about the Scheduling Manager Web Add-On |
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| "Scheduling Manager has been an invaluable management and marketing tool for me. I've used it since I was a startup 4 years ago and am still finding it an effective management system now that I have over 40 maids. I couldn't have grown so fast without it." |
| - Miriam Kahn, Today's Maid, NY |
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