menu

+91-120-4978080

sales@xsinfosol.com

customer management

Add unlimited customer.

Import the customers through CSV upload.

Edit/delete Customer.

Set customer status.

Ease search customer through database.

View active/inactive/suspended customer.

View client's product as well as invoice.

Lock/Unlock client to prevent client change their info.

Can assign the multiple customers in same group.

Search the customer on different basis like customer code, GL Code, Company Name, Phone No, Email id, CRM (Customer RelationShip Manager), Customer Active Status, Client Type and Branch.

Users login is IP restricted. Users can login the portal through the IP address which are allowed to the user.

Unlimited User creation for accessing the software.

Multiple Users can access the software at the same time.

Create unlimited product and category.

Ability to add attachment for your product.

Billing reminders sent to clients prior to due and over due invoice

Ease search product through database.

Enable/disable recurring billing per product.

Enable/disable Pro-rated billing per product.

Enable/disable Setup fee per product.

Enable/disable discount per product.

Set active or inactive to your product.