Invoicing and Payment Tracking

Use EZFacility’s integrated invoicing and payment tracking to improve accountability and consolidate all revenue sources in one easy-to-use system. Generate invoices and manage payments for bookings, parties, special events, program registrations (classes, leagues, tournaments), memberships, and packages. Prevent staff from giving away free services and increase customer satisfaction and front desk transaction speed due to better account management tools.

Key Functionality Includes:

• Create, print, and email invoices and customer statements with your company logo
• Customisable to include company policies or "thank you" messages
• Create rates for services, billing items, merchandise, gift cards, equipment, etc.
• Track payments, due dates, payment schedules, collections, purchase history, etc
• Have payments automatically deducted from a credit card or direct withdraw funds
• Create tabs to attach client purchases and charges for billing at a later date
• Dozens of financial reports including:
  • Accounts Receivable
  • Deposits
  • Management Report which includes income by revenue stream (GL Code)
  • Collections
  • Expired and Expiring Credit Cards

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