Create Customer Accounts
Are you fed up with managing all of your invoices and statements manually? So much so, that when it comes around to submitting your customer’s information it’s a complete headache? Well, look no further. Probill Plus is a piece of accounts receivable management software that’s here to do the tedious work for you. Rather than manually generating hundreds, or even thousands, of invoices each month and managing them yourself, choose to effortlessly automate this process with Probill. Our software enables you to generate invoices, process payments and manage your accounts from a single user interface.
Customer Information Screen
By default, Probill generates a number for your customers. Starting at 1,000 and auto-incrementing to 1,001; 1,002; 1,003; etc. This allows you to easily identify and sort your customer base.
Here you can enter your customer’s company name
Important for storing and keeping up-to-date with your customer’s worksite address.
This button toggles between the customer’s billing information and premise information
By clicking this button, Probill will automatically bring you to
Google Maps and pull up your customer’s address information
Click this drop down menu to choose automatic recurring bills for your customers. (Monthly, Bi-Monthly, Quarterly, Semi-Annual, Annual or Non-Recurring)
Dictates the next time your customer will generate a recurring bill
If you charge taxes on recurring services, you may enter a tax rate in this section. Enter the number as a percentage, i.e. “7.0” (and NOT “0.07”)
How your particular customer will be setup for payments can be viewed and changed by clicking here
Menu Options
- Comments - Add notes and additional information about the customer
- History - This screen displays the customer's entire transaction history
- Reminder - Enter a reminder note regarding future events for a customer. A reminder past your selected date will appear in red text.
- Invoice - Allows you to create one-time invoices or proposals for customer accounts.
- Documents - Instantly print mailing labels, customized letters, or form documents for existing customers by selecting Documents.
- Sort Order - Categorize how to view your reports and recurring bills by choosing the Sort Order menu.
- Find - Search for customers and customer information by using the Find button.
- Add - Enter your new accounts into Probill's database.
- Delete - Permanently remove a customer from Probill's database.
- Navigate through first, previous, next, and last customers in your database by using the navigation buttons.
- Finished - Returns you to the Main Menu screen
