Finance

Collect what's owed on the visit

Reps see outstanding balances and record payments during the visit.

For
SalesOffice

Part of Sales Rep App →

01

Balances shown up front.

Payment collection: point 1
02

Cash, card or transfer.

Payment collection: point 2
03

Receipt sent automatically.

Payment collection: point 3

More from Sales Rep App

See all 20

See payment collection on your own orders

No card required · 30-day free trial