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Customer/Client Management and Support

Customer Information and Financial Management, Services Provided Setup and Management, Horse and Customer Billing Logs, Invoicing with Invoice Period Selection and Line Item Management, Automatic Invoice Splits for Multiple Horse Ownership, Customer Account Statements.

Customer Information

You can enter a customer’s contact information. If the customer has a logo it can be entered and can be displayed on a customer’s invoice. A customer’s picture can be stored in equineGenie. A customer can be removed from the customer active list. If a customer’s history is required the customer can be recalled. Additional customer documents, images, videos and personal information can be stored. A customer’s payment information can be saved and managed.

Customer Billing Management

A customer’s invoicing period can be set. An invoice history and delinquency is tracked and managed by equineGenie. A customer’s invoice is easily generated from the horse and customer billing log entries. An invoice period can be selected to pick up past and forward charges in a defined invoice period. A receipt can be generated for a service or product provided to a non-system customer.

Customer Services and Products

Services and Products provided to the business’s customers can be set up for easy selection when a customer or a customer’s horse is billed. Each time a customer’s horse incurs a charge, an invoice line item can be easily generated on the Horse Billing Log. Each time a customer incurs a charge, an invoice line item can be easily generated on the Customer Billing Log.

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