• Accounts Receiveable Management

• Putting the business owner in charge of their invoicing and debtor management
• Easy to understand plain english
• Intuative layout and flow, for ease of use
• Job costing funtionality
• Optional cost center reporting
• Data stored in the cloud for any-where access and backups

• Customers Aged Trial Balance

• Display outstanding accounts receiveable, with invoice aging
• Click on customer to display the cutomer's account history
• Generate customer statements
• Create new customers

 

• Customer Account

• Detailed customer account transaction history
• Click on transactions to display source documents
• Job costing for customer jobs
• Create new invoices
• Create quotes
• Generate customer statements
• Update cutomer details, add notes and attach documents

 
 

• Customer Job Sheets

• Multiple jobs per customer
• Invoice a job direct From the jobsheet
• Archive jobsheets
• Customisable job cost items

 

• Customer Job Maintenance

• Create new jobs
• Set default general ledger code for job invoicing
• Job cost classifications by labour, materials and overheads
• Create customised job cost items

 
 

• Customer Invoicing

• Create new invoices
• Copy existing invoices
• Credit invoices
• Edit invoices
• Email invoices directly from WellLinked
• Export invoices to Excel, PDF and Word
• Optional cost centre coding

 

• Customer Details

• Contact and invoicing details
• Customer notes
• Attach documents for future reference