Manage & track every financial activity for multiple clients. Generate automated financial reports and collect online payment against invoices in multiple currencies through an integrated payment gateway.
Accounting service is about bringing in a great client experience, the relationship you build with your clients brings consistent loyalty. The whole purpose of PMS’s account management tool is to define & nurture value-added relationships between you, your business, and your clients. With the PMS account management module you can manage all client’s information on a single dashboard which includes viewing individual details such as ongoing projects or deals accepted in the history of accounts. It helps you keep track of project progress by viewing their status and motivating your sales team to close deals faster. It proactively sends status updates to the clients via SMS/Emails.
Multiple client accounts & company-wise invoice management
Keep track of client transactions, invoices, and payment receipt
Collect online payment against invoices in multiple currencies
View and send client ledger with single click process
HIGHLIGHTS OF ACCOUNT MANAGEMENT TOOL
Manage a 360-Degree View of
Your Client’s Account
See, take printouts, and notify clients about the pending invoices
Create a receipt against an invoice and sent it to the client
Pending invoice list gives you the details of pending invoices
Get to know about the estimated cost of a particular task
Manage and record daily expenses and deposits of multiple clients
Generate tax invoices of any services you provide to the client
Generate client ledger with all transaction details of any client
Add reimbursement against services directly to the invoices
Manage multiple client transactions with multiple currencies
