Search results for 'ACH'
-
Finance Plugin
Starting at: $295.00
The Finance Plugin is the perfect tool to manage all of your client finance needs from invoice to receivables to collections, the Finance Plugin can help you stay on top of the single most important part of your business – Finance.
Learn More -
Ms Excel Plugin
Starting at: $295.00
The MS Excel plugin will simply embed an Excel spreadsheet in each account. When you select an account, the program will automatically display the selected record's data in the spreadsheet. Use the spreadsheet to store any type of data you wish that is not provided for elsewhere in the program. (MS Excel required) Learn More -
History Plugin
Starting at: $295.00
The History Plugin will show a complete list of all history that has occurred for each of your clients. This includes history from all other Plugins including the Finance Plugin, Service Plugin, Sales Plugin, etc. Additionally, you can use the Comments action on the Plugin to record any other random comments that would not normally be held on any of the other Plugins. Learn More -
Communications Plugin
Starting at: $295.00
The Communications Plugin is customer communications software that helps you create and manage form letters. The included word processor lets you easily create forms that will automatically mail-merge client information. Learn More -
Locations Plugin
Starting at: $295.00
The Locations plugin can hold detailed information on the location of each client, prospective client, vendor, etc. including miles to site, map page, average travel time and more. Learn More
