Within the Accounts Receivable section of FocalPoint software, you maintain your customer file. This is where you can keep track of vital customer information. You can generate statements finance charges from the customer are, and utilize many helpful reports.
You can set up and track sales people and their commission structure, and maintain records of customers’ employees who are authorized to rent on your customer’s behalf. Any number of tax codes can be set up to ensure proper sales tax calculation and collection.
Customer Features & Videos
Customer Relationship Management (CRM)
The Customer Relationship Manager feature allows you to stay in touch with your customers with reminders and visual tools. It can help follow-up on quotes, reservations, sales, AR collections and much more. Check out the video for more details.
Our accounting integration allows you to integrate with 3rd party accounting packages such as QuickBooks and Sage but is not limited to these two. It focuses not only the General Ledger integration but also the Purchase Order side. Check out the video for more details.
This feature is unique and has helped many customers tighten accounts receivable communications and solve collection problems with their customers. You can run statements that contain contract details (equipment rented, merchandise purchased, damage waiver, sales tax, dates and times – all contract details) condensed in a statement format with each open invoice showing on the statement. It also displays a signature of the person who signed the contract and can be e-mailed. Very powerful ability, see screen shot for an example.
Allows saved credit cards or ACH payment types to be ran during the automatic and manual cycle billing process and the return process. Check out the video for more details.
Gift Card & Loyalty Programs
Allow your customer to purchase and redeem in-house gift cards that can be used for rentals or merchandise sales. Convenient balance inquiry throughout the system, history of every purchase on a card, and card merge functionality for lost/stolen cards allows you to easily track and manage your customer’s gift cars. Fully customizable loyalty program allows you to assign a variable number of loyalty points customers earn per dollar spent in your store. Loyalty points can also be used for either rental or merchandise sales. Check out the video for more details.
Request a Free Demonstration of FocalPoint
FocalPoint relieves stress by allowing you to manage customers, transactions, inventory, maintenance, work orders, reports and more – all on one platform!
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