SUMMARY OF FEATURES
The easiest way to create pool company statements, invoices and schedule automatic recurring monthly service billing and so much more
Statements – The cornerstone of getting paid!
Click here to view a sample Statement
- Create All Statements – Done with 1 simple click.
- Print All Statements – Done with 1 simple click.
- Email All Statements – Done with 1 simple click. Plus email summary keeps you organized!
- Individual Statements – Easily print the current statement or a customer’s entire history.
- Customize Statements – Add logo, comments, etc.
- Detailed Statements – Provides line item display of all charges and credits in the billing cycle.
- Select Your Statement Dates
– Understanding equals higher profits!
- Income Reports - Sort by category or Payment Method (select any date range).
- Charges Reports - Know what you billed, when. (select any date range).
- Recurring Item Report - Know what you bill monthly.
- Active Customer Reportv - List of current customers.
- Inactive Customer Report - List of past customers.
- Aging Reports – All customer balances on 1 report.
- Route Reports – Select the day and select the route.
- Route Details - Name, address, notes (e.g. Gate Code).
- Mapping Assistance - Create a file for quick internet mapping of your daily stops.
- Billing Method Report - Lists each customer and see if they receive email or print statements.
- Recover Deleted Items
Admin – Here’s where you control everything!
- Unlimited Employees – Quick and simple to add or remove employee’s access.
- Permissions – Unique log-ins. You decide which employees can edit customer data or just read it.
- Back-Up Datav – Fast and easy to do.
- Import – Easily bring in new data files.
- Export – All reports can be exported in .csv format.
- Company Profile – Stored for statements & features.
Accounting – Create All Necessary Accounting Reports!
- End of the Year Statement
- Reports – monthly, Quarterly or Annually.
- Tracks Income – By category and dates.
- Store Expenses – sort by category and dates.
Billing – Control how you get paid!
- Service Billing – Auto bills on 1st of each month.
- Other Recurring – Schedule charges/fees like stabilizer, every 2,3,4,6,12 months. Automatially bills these charges on first of correct month, no need to remember.
- Invoices – Allows detailed explanation of charges/work performed. Assigns invoice # for you. Plus allows you to email or print.
- Tracking – All billed items have time/date stamp.
- Recovery – Restore deleted items regardless of how long ago it was done.
- Line Item Billing – Bill single items fast.
- Categorize – Assign payment by category for detailed report.
- Estimates – Create estimates with detailed explanations of charges. Print or email them.
Customer Information – Stay organized!
- Separate Service and Billing Address Fields
- Phone Numbers – 5 fields for multiple numbers.
- Email Address – Used for sending statements.
- Service Notes – Shows up on route reports.
- Office Notes – For internal office use.
- Phone Notes – Create unlimited notes.
- Assigned Password – Allows customer to log in and see their billing history.
- Multiple Billing Methods – Print, email, or both.
- Pictures – Store pictures of pool and equipment.
- Equipment – Store pool equipment information.
Click Here to get Started with EZ Pool Biller Today!