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Proper record-keeping ensures accurate financial tracking, easy access to customer history, and compliance with business or legal requirements. All features apply to new and existing jobs and invoices.

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Receipts

  • Automatic Generation: Estizee automatically generates a receipt for every paid invoice.
  • Formats: Receipts can be viewed online, sent via email, or downloaded as PDFs.
  • Content: Each receipt includes customer details, job description, payment amount, payment method, and date.

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Customer Records

  • Profile Creation: Customers are automatically added to the system when a job or quote is created.
  • Contact Information: Stores phone numbers, email addresses, and billing addresses.
  • Job History: Maintains a history of quotes, jobs, invoices, and payments.
  • Notes & Attachments: Add notes or files to customer records for future reference.

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Best Practices

  • Ensure all customer contact information is accurate for proper receipt delivery.
  • Regularly review customer records for completeness and correctness.
  • Use job history and notes to personalize service and improve customer experience.
  • Maintain data privacy and compliance with applicable regulations.
Proper management of receipts and customer records in Estizee ensures transparency, accurate tracking, and enhanced customer relationships.