We have had a few request for customer reports. So we decided to go ahead and make those real easy to find and added them directly on your customer’s page. So first we will go ahead and pull up one of our customers. Then on the right hand side of the page under take action there is a “quick reports” once you click on that there are a few options under it.
There is a “late statement” button, this gives the customers the last six months of invoice and payment history and then provides the balance of what is owed. You can also show the customer all of the invoices you will click on “invoice report”.
It gives you a report of the invoices and what was charge on those. There is also a “payment report”. When we click on this we are going to see every payment you have received from this customers. Whether it’s a check, cash, or a credit card they will all be listed.
Lastly we added a “history report”. So this is going to pull up every transaction they’ve had with Paythepoolman. This option will of course help with any discrepancies.
Thank you so much.
When you run your billing you will see at the bottom of every invoice you will see your contractor’s number.
