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FRONTOFFICE L1 Invoicing, CRM & Credit Control

In our experience there are a large number of businesses that need simple straightforward invoicing, credit control and CRM systems. Because invoicing systems are mostly designed to sell quantities taken from stock records or time recording systems, many companies, even quite large companies, don’t use them and instead resort to templated invoices in word processing or spreadsheet packages.

FRONTOFFICE L1 enables front office staff to prepare draft invoices that are automatically forwarded to back office staff (credit control and a senior executive or director) for approval prior to dispatch. Only approved invoices are dispatched, either by email or post, or both.

FRONTOFFICE L1 includes the ability for customers to pay on line by the usual methods, so encouraging earlier settlement. Back office can exercise straightforward credit control procedures by monitoring credit limits and balances, reviewing credit status reports and generating customer statements.

Front office staff are presented with a dashboard of their own customers, the history, notes, uploaded files, terms, special terms, diary note system and forward planning for follow up reminders.

Planner

Tracker

Recorder

Front Office L1