Developer’s Description
It’s all about having the right tool for the job. Most small business owners don’t need a full-featured accounting program. What they do need is software that makes it as easy as possible to do the things they really need and want to do. Programs produced by the PMA Technology Group have a well-deserved reputation for doing exactly that. The PMA Small Business Billing and Proposal \ Estimate System is designed to be an easy-to-use billing system that offers all the capabilities most small businesses need to generate invoices, create proposals\estimates,and manage the billing process. It is fully compatible with the PMA Small Business ServiceCenter customer management program. The program is a “Vista/Windows 7 friendly” application that uses Microsoft Framework Version 2.0, displays at a screen resolution of 1024 x 768 pixels, and uses Microsoft SQL Server databases as well as Microsoft Reporting Services. It will run on Windows 2000, XP, Vista, Windows 7 and upcoming versions of Windows.
Use it to: Maintain a customer information database Create invoices on the fly or by selecting items from price lists Print invoices and proposals on plain paper or save them as PDF files Email invoices, proposals and other documents from within the program Log payments Monitor receivables Monitor sales by year and month Monitor sales by customer Analyze sales trends Print form letters, mailing labels, and past due notices View and print a variety of reports Instantly access invoices and proposals from previous years Create proposals\quotes\estimates that can be converted to invoices Quickly build price lists using the authoring tool included with the program
What they do need is software that makes it as easy as possible to do the things they really need and want to do. Programs produced by the PMA Technology Group have a well-deserved reputation for doing exactly that.The PMA Small Business Billing and Proposal \ Estimate System is designed to be an easy-to-use billing system that offers all the capabilities most small businesses need to generate invoices, create proposals\estimates,and manage the billing process. The most commonly used billing and proposal capabilities found in the system are included in the PMA Small Business ServiceCenter 2016 customer management program.The program is a state-of-the-art application that uses Microsoft Framework Version 4.0, displays at a screen resolution of 1366 x 768 pixels, and uses Microsoft SQL Server databases as well as Microsoft Reporting Services.
use it to:
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Maintain a customer information database | |
|
Create invoices on the fly or by selecting items from price lists | |
|
Print invoices and proposals on plain paper or save them as PDF files | |
|
Email invoices, proposals and other documents from within the program | |
|
Log payments | |
|
Monitor receivables | |
|
Monitor sales by year and month | |
|
Monitor sales by customer | |
|
Analyze sales trends | |
|
Print form letters, mailing labels, and past due notices | |
|
View and print a variety of reports | |
|
Instantly access invoices and proposals from previous years | |
|
Create proposals\quotes\estimates that can be converted to invoices | |
|
Quickly build price lists using the authoring tool included with the program
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The Customer Information Manager holds your customer information including whether or not the customer’s purchases are taxable and what price the customer pays if you charge different categories of customers different prices.
The screen includes a search feature that allows you to quickly find any invoice for any year.
Use the Detail Screen to create invoices or proposals containing any number of items. Items can be added manually or by selecting products or services from a pop-up price list.
As items are added, the program does the math and displays the running totals.
As on-screen calculator allows you to perform calculations that might be needed to determine a price for an item or your shipping/delivery charges.
Different terms and conditions can be specified for different customers.
The Reports Screen uses Microsoft Reporting Services to generate PDF copies of invoices and proposals that can be emailed from within the program. Reporting Services also allows you to create the reports you need – sales, past due invoice lists, customer lists, etc. and send them to your printer or save them as PDF documents.
It’s all about having the right tool for the job. Most small business owners don’t need a full-featured accounting program.
What they need is software that makes it as easy as possible to do the things they really need and want to do. Programs produced by the PMA Technology Group have a well-earned reputation for doing just that.
The PMA Small Business Invoicing and Proposal Estimating System is designed to be an easy-to-use invoicing system that offers all the capabilities most small businesses need to generate invoices, create proposalestimates, and manage the invoicing process. It is fully compatible with PMA Small Business ServiceCenter customer management software.
The program is a “Vista/Windows 7 friendly” application that uses Microsoft Framework version 2.0, displays with a screen resolution of 1024 x 768 pixels, and uses Microsoft SQL Server databases as well as Microsoft Reporting Services.
It will run on Windows 2000, XP, Vista, Windows 7 and future versions of Windows.
Use it for:
Maintain a database of customer information
Create invoices on the fly or by selecting items from price lists
Print invoices and proposals on plain paper or save as PDF files
Email invoices, proposals, and other documents from within the
Between program payments
Collect monitor
Sales monitor by year and month
Monitor sales by customer
Analyze sales trends
Print forms print letters, mailing labels and past due notices
View and print a variety of reports
Access invoices and proposals from previous years
Create proposalsquotesestimates that are can convert to invoices
Quickly build price lists using the editing tool included with the program
Limitations
10 client limit, some features disabled, watermark on output