– Refresh changes from QuickBooks
– Multiple charts
– Switch Company (if you own more than one)
Click here to see video.
– Summary view: grouped by client
– Detail view: separated into each individual invoice
– Filter by: status, client names, due date, creation date, amount owed, time overdue
– Change view based on date range
– Search by a specific client
Click here to see video.
– Make notes for yourself or other team members
– Create custom statuses and update when needed
– Date stamps
– Show past notes/contact history
– View the invoice from QuickBooks (can be printed)
– View customer info. and make notes that will update QuickBooks automatically
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– Send reminders with an attached pdf (taken from QuickBooks) straight to the client
– You can send a pdf copy of the invoice
– You can send any attachments that have been added to QBO
– A payment link is also attached — at no additional cost!
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– Make changes to notes in the customer view of CollectPRO that reflects on QuickBooks Online.
– Mark an invoice paid in QuickBooks Online and see it reflected in Collect PRO.
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– Custom and export your own report by: status, customer, and date range
– Export ready made reports: Summary, Detailed, and Audit Log
Click here to see video.