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Professional Sales · Collections · Accountant
The customer wants a statement
A flat buyer asks how much is paid and how much is due. It takes two days and three people to answer.
TodayBookings are in a register, receipts in a book, bank entries in a spreadsheet. Reminders go out when someone remembers.
In Builders ERP
- Sales records the enquiry, the site visit, the unit hold and the booking with its payment plan.
- Every instalment and receipt is on the booking; a receipt with your logo goes out by email the moment it is recorded.
- Collections sees who is due and who is overdue, and sends reminders.
- A statement of account is one click, for the customer or the bank.
ResultThe customer gets an answer in a minute, on your letterhead. Overdue instalments are chased on time, not when cash runs short.