Kranzar sales CRM

Know what every customer owes you

Bookkeeping, part of the Business and Enterprise plans, keeps a record of the invoices your business has issued and the payments it has received from each customer. You see at once what is owed, what is overdue and who is following it up.

What it records

• Invoices

  Record each invoice your business issued, with its own number, dates and amount. Kranzar records invoices; it does not issue them.

• Payments

  Record each payment received and the invoices it settles. An advance is kept as credit and settled against invoices later.

• Adjustments and refunds

  Reduce or increase an invoice with a reason, and refund unused credit to the customer.

Nothing counts until it is approved

An entry made by a member of the team waits for the administrator's approval before it changes any balance. An approved entry is never edited or deleted; a mistake is corrected by reversing it, with a reason.

What you see

• Who owes you

  What each customer owes, how much is overdue and for how long.

• How fast you are paid

  Which customers pay on time and which pay later than before.

• Follow-ups of overdue funds

  Who is following up each overdue invoice, and which payments customers have promised.

• Statements and reports

  Print a customer statement on your letterhead, and download the records for your accountant.