Customer balance visibility
Review amounts recorded against each customer before following up.
Review customer balances, record receipts and keep collections tied to your accounts.
Within WaliERPA feature within WaliERP for running your business.
Check the balance and supporting transactions.
Enter the payment details using the appropriate financial document.
Review the updated activity and continue collections with a clear reference.
Give your team a clear reference for customer amounts and recorded payments. Move from customer activity to receipts and statements to follow the balance with its supporting details.
Review amounts recorded against each customer before following up.
Keep incoming payment details in an organized financial record.
Review the transactions behind the balance over the period you choose.
Return to related sales and financial records when discussing an amount.
Create your account, add your business and choose the plan that fits.