Credit Control

Managing your customer’s credit can prove to be troublesome. Our system enforces limits so customers can be put on ‘credit hold’ automatically once their agreed limit has been breached. You can instantly check and report on a customer’s financial health, and automatically alert users to the financial health of a customer before your job has even started.

By automatically updating BoxTop with payment information, credit limits and credit holds within your accounting system, you can consistently stay on top of your customer’s account.

Invoicing

Automation is the key to saving yourself time with every job. Our software allows for quicker invoicing and advanced integration to make everything run that little bit smoother. With email invoicing, you save on stationery, postage and time, whilst guaranteeing an invoice that clearly states terms and payment due dates.

You can invoice in any currency, automatically apply sales invoice currencies, apply variable payment terms to individual customers and so much more. Your customers stay satisfied, and your invoicing accuracy is as high as possible.

Financial Reporting

Your financial reports are essential for tracking but can often feel like a labour. We’ve made it easy for your business to generate and file reports without the headache.

With a vast library of simple to use reports, you can choose the perfect option for every occasion, all easy to find and edit within our system. The best bit? If the specific report you want doesn’t exist we’ll write it for you. They’re all provided free of charge as part of our service. All reports can be previewed on-screen, printed or emailed directly from BoxTop, with further editing available when exported to Excel.

Our dynamic ‘profit screen’ allows authorised users to review, evaluate and drill down to individual jobs, whether you’re looking at actual profit, margin or income you can easily find or sort the information to suit your own requirements.

If you’ve got a lot of customers to keep track of, our sorting process can automatically identify and rank top customers for any date range you choose.