Customer payment accounting program

Customer payment accounting program

A program for accounting of customer payments is necessary for any business, even in small firms, with a certain list of subscribers' contacts, to whom services or goods are provided. For a full-fledged business, wishing to expand horizons, increase the customer base, and also increase productivity with an increase in turnover, it is necessary to work with an extended database of counterparties, reflecting the actual actions of all relationships, settlements and planned operations. As a rule, the analysis of counterparties is performed manually, on paper, other companies that have switched to a digital format use a database of counterparties, but experienced users use specialized applications for the comprehensive automation of daily work. Thus, in addition to conducting analysis by counterparties, control, management and analytics over the financial activities of the company will also be carried out. It is worth considering the fact that the application also has extended, unlimited capabilities due to its functionality. Therefore, before purchasing the application, it is worth analyzing the functional range of the offers you have chosen, analyzing the market with the expected different cost, functionality, etc.

The only thing you need to pay attention to when choosing software is the modules and tools that are suitable for your organization, taking into account the scope of activity, the number of branches, retail outlets and warehouses, the number of employees, etc. The developers of the company "Universal Accounting System" took into account all the wishes of users, constantly improving various capabilities, providing comprehensive automation of the execution of various types of tasks. The application is purchased for any company, paying the cost of the utility at one time, without additional monthly subscription fees.

It is assumed that the software can be used on various work devices, adapting to the iOS, Windows and Android operating systems, with user registration. When purchasing a licensed version of the program, users must undergo mandatory registration, during which an account will be created that is used in daily activities by only one employee, excluding fraud and login by other people. In order to guarantee the protection of confidentiality of information data, as well as to exclude errors and fraud, it is envisaged to install a secure login and password on accounts, moving from a shortcut on the desktop to the system when identifying the user. During daily activities, the system will automatically read information on each employee, in the timesheet, recording actual indicators, which will subsequently be used to calculate monthly wages.

Accounting for customer payments

Accounting of customer payments provides a convenient format for using current data, writing off debt. A simple and multitasking program provides the ability to work even for users with little experience, guaranteeing efficiency, quality and efficiency. Users of all departments will be able to simultaneously log in to the system through an individually created account with the entry of a login and password for authorization. Departments will be synchronized for effective management control by the business manager in order to simplify and improve work, receiving general analytical reports for subsequent planning of the company's activities, taking into account the possibility of synchronizing all departments, working devices, multichannel interaction and transmission of information data over the network is assumed.

The job descriptions of each employee are also taken into account, assuming the delegation of user rights by levels. Thus, the system will control general access to information materials, protecting confidential information. Users will also be able to use the operational function of the contextual search engine, with a request by number, name, code, displaying full information within a few minutes. It is a pleasure to work in the system, in addition to simple management, multifunctionality is provided due to a wide modular composition. Work with document flow is simplified due to digital vision and high-quality storage. If it is necessary to register questionnaires, journals, schedules, reports, contracts, there is no need to manually enter the information in the database several times, it is enough to import with time savings. When importing and exporting data, there is no possibility of making additional errors, which often happens with manual input.

Program for tracking attendance and payment of clients

The program for accounting of attendance and payment of clients, in contrast to the old-fashioned management on paper, has a more advanced way of reflecting information in an Excel table, but the use of CRM systems will be much more effective. Modern developments allow you to effectively manage all the affairs of the company, simplifying the analysis, control, management of intra-organizational processes, including relationships with counterparties. By means of software, it is possible to maintain a single CRM database with detailing of data on relationships, including the presence of standard information including details, requests, records, orders, mutual settlements, supplemented by scans of documents, photographs, reviews, etc. In the application, all data will be automatically entered into the system, saved for further use. For example, when counterparties contact employees of the organization, conversations will be recorded, the date and time of visits to branches, stores will be reflected, with the introduction of reviews.

For remote control, regulation of work processes of employees of the organization, as well as analysis of attendance of certain points, department, installation of video surveillance is provided, in real time saving and transmitting information with records to the main computer. Ultra functional utility, provides interaction with various metering devices, services, improving the working activity of the company. It also provides not only control, but also control of the work activity of each employee, detailing in the timesheets the actually completed volumes of tasks and the time worked on the basis of which the salary will be paid. At the same time, neither the employees nor the manager will have difficulties in relationships, excluding misunderstanding. Construction of work schedules will be performed in the system automatically, regulating the uniform load between employees of all departments, making changes and additions, comments during the execution of tasks. To simplify work moments, the use of a task planner is also provided. In the task planner, it is supposed to enter information on the need to perform work, indicating the deadlines and promptly receiving reports on the work done.

Accounting for settlements with clients

Accounting for settlements with clients provides convenience and efficiency, with the ability to attract new potentially solvent customers and retain old ones through contactless communication. In the application, all processes are automated, it is possible to analyze data on the volume of customers who came and went, and build further action plans. The software allows you to use graphs, charts and tables for easy visual analysis of profit growth or loss. To interest potential buyers, it is envisaged to post offers for services and goods on third-party sites, social networks, Marketplaces, and in an online store. Also, for convenience, a mobile application will be used, allowing counterparties to independently register, analyze offers with benefits, promotions and discounts, submit applications, carry out settlement transactions, arrange delivery, etc. They can also interact with employees, seek advice, correspond in the chat, etc.

By means of software, it is possible to set up an automated distribution of information messages to provide counterparties with up-to-date information about current discounts and promotions, accrued bonus points, opening of new outlets and branches, unfinished purchases in the online store, etc. It is also possible to send congratulatory messages to increase loyalty. SMS messages upon completion of sales and orders of goods or services allow you to receive ratings and feedback from customers, which makes it possible to analyze data, taking into account the changing approach and improvement of service. So that consumers can always receive the necessary information in accordance with the request, it is easy to set up an answering machine or use PBX telephony. PBX telephone communication allows you to quickly read the contacts of subscribers' phone numbers during an incoming call, provide information to employees on the screen of the work device when answering a call, providing the necessary information quickly, clearly and effectively.

Accounting for transactions on customer accounts

Accounting of transactions on customer accounts will be performed autonomously. The software is equipped with modern functions that allow you to quickly read general information, enter it into the database, one of which is the personal identifier. By reading the external parameters of visitors to retail outlets, branches of organizations, it is possible to compare the total number of interested consumers for a given period of time. Daily, reading general indicators not only for actual visits of buyers to stores, salons, branches, but also online services. The application provides a comparative analysis of general indicators, comparing the most profitable investments in marketing. The software also allows you to analyze data on the most liquid types of services and goods, expanding or reducing the nomenclature. The application can record all data on services and goods in the price list, supplementing not only with names and descriptions, the attached code, but also by attaching a picture, the name of the cost, the number of balances, etc. The software helps to monitor the availability of the most popular items, promptly replenishing stocks for continuous turnover and obtaining the greatest profit. For illiquid items, it is envisaged to place promotions and discounts, excluding the freezing of funds.

In addition, the software will monitor the expiration dates of perishable products, promptly selling, disposing of items with subsequent recalculation of income and expenses. The accounting of potential customers is credited in order to increase interest due to the services and goods provided. The application makes it easy to conduct analytics on customers, taking into account their classification by solvency, age category, gender distribution, needs, regional location and other criteria. It also provides for classification by frequent requests, reviews, ratings. The system makes it easy to analyze data on regular customers, calculating the total profit brought in for a month, quarter, year, etc.

It is also possible to carry out analysis on problematic clients, analyzing data on constant cancellations of reservations or appointments, returns of goods, late payments, etc. For example, if a buyer does not make purchases for a long time, refuses orders, cancels appointments, the system will automatically read this information and subsequently accept applications on prepayment. Thus, it is possible to optimize the working time of specialists, minimize expenses on transportation services, etc. Appointments are made several times faster with the help of software, using the CRM database, work schedules of specialists, as well as the availability of electronic journals in which it is possible to select the time and date, the need for a service from the price list. When making appointments, it is also assumed that changes are made, taking into account the transfer of date and time or cancellation.

Accounting of customer payments is necessary for competent transactions, analysis of the status of debts or prepayments, building competitive relationships. In addition to high-quality analytical control and management with the maintenance of a single information base on counterparties, warehouse and accounting are also provided. The application facilitates automated analysis of work activities, maintaining high quality service with improvement of overall sales indicators due to synchronization with various online trading platforms. When selling inventory, it is important to consider all aspects, monitor the safety and availability of the required number of items. Given the unlimited possibilities of the application, integration with high-tech equipment, inventory is provided. Inventory, as a rule, is carried out manually, pre-spending a lot of time, effort and invested funds to perform this operation, with possible errors. When inventory is performed automatically by software, errors will not occur, each position will be taken into account, displayed in the actual volume, quantity in the nomenclature, including control over expiration dates. The application also provides for the use of geographic maps for the transportation of goods and delivery of orders to customers.

At the same time, it is possible to analyze the location of couriers, vehicles, during deliveries and transportation of goods. It is possible to provide additional privileges for regular customers, which include a bonus loyalty system, individually provided discounts in a certain amount of the interest rate. Discounts can be summed up with additional promotions held in stores, branches of the company. Electronic customer records are credited through specialized capabilities, which include reading cards, bracelets, online keys. When visiting training centers, gyms, sports clubs and other organizations, it is envisaged to use these gadgets to improve the work activities of the staff, without the need to manually mark each visitor. Calculations performed by an electronic calculator will be accurate, fast, counterparties can independently calculate the total amount, taking into account the selected items and services of goods.

Also, in the system, you can use discount cards, gift certificates in your work. It is worth noting that gift certificates, discount cards, and subscriptions can be used online, which is much more convenient for users. Information on financial transactions will be automatically recorded in accounting, including the work of the accounting department when integrating with the 1C system. All information will be available to the business manager, accountant, at any time, without the need to switch from one program to another, bringing information or re-entering it, wasting a lot of time. To analyze the application, evaluate the capabilities, we advise you to follow the link below to the official website, download a free demo version, which fully reflects the licensed program with a limited period of use. The possibility of preliminary selection of modules and tools is being considered, which will subsequently be used for automated management and control of your business.