This IOA add-on gathers the accounts receivable information for each customer. It presents it in one searchable form. These columns can be sorted and reports printed. Drill-downs allow you to view lists of invoices for a customer.
Reports provide clear information showing what a customer owes.
A further drill-down allows you to see a snapshot of any invoice on the list. With a simple mouse click, a memo can be attached to an invoice for later viewing. While focused on a customer, you can add contact information including conversation notes. You can then schedule follow-up dates. Reminders are displayed as part of the system.