Customer & Receivable Management

Controlling cash flow is vital for business growth and success.

Configure sales order workflow, status changes, actions, notifications, and automatic alerts. Track all aspects of your customer management from one screen with easy access to all historical and current information including communication & notifications.

Receivable module will automate recurring invoicing, managing collections in a timely manner. Reduce bad debts by setting up alerts to identify and track potential problem accounts.

Additional Features:

• Quick access to Customer information
• Unlimited contacts & ship to addresses
• Sales and sales order history
• Create custom statement templates
• Comprehensive email management with templates
• Set up notifications and alerts on sales orders
• Unlimited credit terms and payment discounts
• Email management with customized communication templates
• Enter notes and set reminders for each customer
• Custom filters and searches
• Set custom pricing by customer or customer type

Spire Customer Management