Online customer billing & invoicing system

Throw away your invoice book & go digital with comprehensive web based customer account management

 

Designed for contractors, self employed or small business operators

 

Learn more about features and advantages below or contact us for more information or to arrange a demonstration.

Manage charges & payments

Manage charges & payments

  • Create orders / invoices based on products and services
  • Record payments against customer accounts to track who owes, who is up-to-date and who is in credit.
  • Download payments from your bank account and import them directly into your site to assign payments to individual customers.
  • Customers and account managers can view transaction history. This shows all charges and payments recorded against the account in an easy to see layout.

Offer customer discounts

Offer customer discounts

Set discount rates for individual customers or invoices.
Configure discounts for bulk purchases of different products and services.

Email and invoicing

Email and invoicing

Print documents or send by email to your clients.
Use templates to generate personalised invoices, reminders, account notifications and other documents.
Schedule email messages to be sent to particular clients at certain times and at regular intervals.

Manage repeat billing

Manage repeat billing

Ideal for repeat charges such as memberships and scheduled services. Set up repeat billing for automated charging at specified daily, monthly or yearly intervals.

Data reports and extract

Data reports and extract

Use the data reporting tools to interrogate customer account and transaction data. Report data can then be used in graphing and spreadsheet software such as Excel.

Secure access, online, anywhere, any time

Secure access, online, anywhere, any time

This software runs over the internet and can be accessed securely from any internet capable computer.
  • No special software to install or update
  • No backups required
  • Easy to use

Happy Customers

Flexible solutions customised for your business needs

Market and sell product direct to your customers

Generate quotes, collect payments, process orders and invoices

Track and manage stock, inventory, staff commissions, account transactions and more

Make use of web based retail and reporting tools to improve business productivity and profitability

 

The Apple Guy - business intelligence

The Apple Guy - business intelligence

Details  With multiple stores and employees, The Apple Guy uses our web based customer management and billing system to track inventory, issue invoices, record customer payments and calculate employee commissions.Quote  The Apple Guy has been using the doLithe CRM system for over two years now. The system has helped the company grow from the "owner operator" to eleven staff and two ground floor shops in this short period of time. We are using the CRM to keep track of our clients, client accounts, stock levels, to record shop sales, daily balances and reports for stock ordering and performance tracking. Olmec has been able to extend the system to meet our growing demands every time within only few days and with very reasonable cost. We are extremely happy with the product and the service and are more than willing to talk to anyone about our experience and journey considering the system for their business.
Milan Mogin
Business owner
The Apple Guy Group Limited
Project Type  Web based customer billingLocation  WellingtonTags    billing  invoicing  crm  ecommerce  retail  products  reporting 
Little Owl Organic Vege Box

Little Owl Organic Vege Box

Website  www.littleowlbdfarm.nzDetails  Michael Voumard employs doLithe's web based ordering system. This allows his customers to order from available produce and creates a detailed picking and packing list for staff to fulfill the weekly deliveries.Quote  The doLithe system has enabled major time saving for my direct sale vegetable business, both in simplifying the product available for the week and then for the invoicing and payment tracking. The most impressive thing was Olmec's ability to TOTALLY customise the mechanics to work with all my operating constraints.Project Type  Product ordering, payment processing, and customer managementLocation  Cheviot (Gore Bay), North CanterburyTags    ecommerce  retail  products 

Related

Vege box sales

Vege box sales

Get up and running fast with your own online 'shop'
  • Manage your products, pricing and stock
  • Customers select produce or choose a preset box
  • Easy order management with picking and packing list
  • Multiple payment methods, including credit card
  • Customer database and communication tools
  • Public or private access
Blockhill

Blockhill

Website  www.blockhill.co.nzDetails  Located in North Canterbury, the blockhill project is aimed at low impact, ecofriendly living and renewable energy production.
The website makes use of online retail and customer management tools for selling farm products, accommodation and education services.
Project Type  Branding & web developmentLocation  North CanterburyTags    information  education  rural  retail  product