Customer Relationship Management made simple ConvallisCRM


Keep accurate records of when and how your invoices have been paid.


How do you know that a customer has paid?

How can you share that information with your colleagues?

When you receive a payment from a customer you can record the payment details as part of your workflow process. The payment details box in the sales workflow allows you to see when and how a payment was made and make notes of the bank or payment reference for your records.





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