Credit Management

Credit Management helps assure that you do not do repair work or warranty work for people who owe you money; unless you want to. When you view customer information, work orders, service agreements, and other records, you are shown the current customer balance along with aging summary. Your coworkers will know who owes you what and when before they schedule work.

Credit Limit Management

Total Office Manager®s powerful accounting allows you to quickly setup credit limits. Total Office Manager will flag you when customers are over their credit limit or late in making payments.

Quick Access

Total Office Manager's credit module allows you to quickly access late fees and penalties while keeping track of who pays them and who does not.

Incitive Terms

Setup terms designed to encourage your customers to pay early (or at least on time).

Flexible Management

Create and administer late fees to any customer you like. Total Office Manager does not limit you to the standard 30 & 60 - 90 terms offered by most programs. Total Office Manager allows you to easily select your own definition of what is late and current. This allows you to follow the popular advice that James Leichter has been giving in his seminars for years. "If you must offer terms, make it net 10 days. Don't offer the standard 30 days. If you offer the standard 30, they'll take about 50!” If you offer ten, they'll take 20 or 30."

Efficient Reports

You can print reports that indicate who owes you what, when, and how much. Total Office Manager also offers reports indicating who is over their credit limit; even if they have not fallen behind.