Manage the status of your estimates & sales orders by customized Order Status
Offer Payment Terms & Early Payment Discounts to your customers.
Text or email your customers automatically or manually when the status of their order changes
Automatically enforce credit limits at order entry and at invoicing. Customer configuration options can block invoice processing or issue a warning. Automatically release a credit hold when a payment is entered, or put a manual credit hold.
You can define your own customer entry fields and individually tag them and their transactions for easier tracking and better organizational control.
Example: Get tour Customer PO or Side Mark for their orders
Print, Email or Fax Invoices in Seconds. Add your logo, and even your customized contract.
Get paid x2 faster by accepting credit cards, debit card payments online.
Create and send a professional quote or estimate in minutes and simply convert it to the invoice when you get the job.
Streamline your sales process by improving the management of orders. Manage the statuses of your orders and invoice them upon delivery.
ZarMoney makes it easy to accept a deposit or early payment for your customer’s order, then apply it seamlessly to any consecutive purchase-related invoices.
Simplify your invoicing by Quick Sales Use Quick Sale for cash and carry orders. Enter all the information in one screen and eliminate two-step of Invoicing and Receiving Payments by Quick Sales
Print or email weekly Statements include a copy of the open invoices for customers to show the status of their account and stay on top of your financial condition and cash flow.
Record anything you buy from your bank account or credit card and categorize them for expense tracking and end of the year tax filing.
Track early payment discounts and auto-apply discounts.
Say goodbye to discolored, ripped receipts. Attach supplier receipts directly when processing an expense to ensure accuracy, and builds a comprehensive audit trail.
With purchase order manage the complete order process with an audit trail, track any items ordered, as well as the agreed-upon price with the vendor and simply convert them to bill.
Fax & Email directly from the application without any fax line or email service.
Track bill status and create payments against them on time. With account payable center you can record the transactions that you will pay in the future.
No need to manually manage and monitor your coming and going in the bank, Match your bank's transactions with yours with just a button.
Print checks individually or in batch for accurate expense tracking.
Manage Cash Flow Through Advanced Payables, A convenient payables calendar enables you to better manage cash flow at an optimum level.
Arm yourself with an extra layer of security and reduce your odds of a costly mistake by giving authorized users the option to approve bills before they are paid.
Automatically link all related Purchase Orders, Sales Orders and Bills.
Create rules that automatically categorize the bank transactions for you and add them to your books
Keep your customers abreast of any order status changes with automatic notifications that provide an extra touch of personal service.
Put in internal notes or send messages to co-workers in any transactions.
Protect your business by limiting the people who have access. Set permissions and restrict access based on computer location and user roles.
Customize your dashboard for familiarity and simplicity.
Built-in messaging and alerts let you communicate at any time, from any location, to troubleshoot or to simply update other team personnel.
Attach PDF or Image documents to orders, invoices and other transactions.
Enjoy the ultimate in mobility and remote connectivity for optimum management agility.
Give user access from specific location-based on location IP address. You might not want some of your employees to access your company data from their homes.
Schedule deliveries, customer callbacks or any important tasks. Assign customer or invoice numbers to task for easy retrieval simply drag tasks to your calendar
and sync with Google Calendar or Calendar on iPhone
Track inventory in real-time, Quantities are updated automatically as you work.
Items are easily transferred between warehouses, with easy tracking.
Use a barcode scanner to find your items quickly.
Stock level are updated automatically as you work. Always know what’s on-hand, what 's reserved and whats coming to prevent stock shortages.
Organize Items by Brand or Product line for added versatility in your tracking process.
Make sure nothing is missing and the prices are all correct.
Picklist is used to physically pull the items that are listed on the picklist
Instant access to your inventory counts from multiple locations, individual items, sales, and purchase histories and more gives you a global view of your entire operation for quick multi-tasking.
Offer different prices to different type of customers, not every customer is a VIP customer.
Convert Units of Measurement, A powerful feature that allows you to buy and sell in different units of measure, like buy by box and sell per piece.
You can define your own item entry fields, making them germane to your specific business for easier understanding.
Use this versatile feature to efficiently track your inventory on hand, review sales trends and check available to promise, so you can stay current and make changes where necessary.
Received a PO only partially? No problem. Split POs are supported. Plus ZarMoney auto splits bills so you only pay for what you've received.
Take advantage of First In - First Out inventory cost method to have more accurate inventory valuation information.
Import your bank transactions and match your bank's transactions with yours with just a button.
Connect to over 9,600 financial institutions in the U.S. and Canada. So ZarMoney automatically imports the bank transactions each day then you can approve them or edit them.
Identify bank discrepancies & Get a clear view of your cash positions so that you can make better decisions.
Chart of Accounts is a list of all of the accounts used by your organization to categorize them for financial reporting.
Automatically calculate sales taxes and prepare tax filing reports. Assign a default tax zone to each customer or store location.
Deposit a batch of checks, cash or credit cards all at once to your banks to match your bank's deposits, so your books are reconciled all the time.
Run your business smoother, faster and more profitable by tracking each division and/ or location separately.
The easiest way to transfer funds between bank accounts or credit card accounts.
Adjust or correct financial transactions and post entries that can't be performed in other ways.
Create advance, visual and professional customizable reports for your business.
Accumulate 1099 information for any designated vendor. Track 1099 payments and produce the appropriate 1099 reports.
The balance sheet reveals the financial status of your business as of a specific date and shows what your business worth.
Trial balance is a report that lists the balances of all the accounts to ensure debits and credits are equal.
Easily manage and track the unpaid bills for what you purchased and avoid missing the discounts for early payment.
A profit and loss statement, (income statement), is a financial report that displays your total income, total costs, total expenses, and net income for any given time period.
Insight™ is the most advance reporting and analyzing tool, with Insight™ you can create your own report and charts and put them in your dashboard,
Easily monitors the balance of money owed to your company by your customer for purchase made on credit.
The financial tools that propel your business to grow and thrive.
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