Although Vcita is fundamentally a CRM software, it boasts of a number of accounts receivable features and functionalities:
Receive Online Payments
By supporting accounts receivables, Vcita allows its users to receive online payments directly. These payments can be made from customers’ websites, via e-invoices, and online bookings.
Fundamentally, online payments on Vcita are facilitated by third-party software like Stripe, Square and PayPal. While you can receive payments directly in your accounts when you use Square or Stripe payment platforms, money sent via PayPal will be reflected in your PayPal account.
Receive Payments in Multiple Currencies
When you set up your Vcita profile to match the currency suitable for your business location, you can receive payments in that currency. However, card processors will always charge extra fees for receiving foreign currencies, and exchanging them – if need be.
Estimates, Invoices and Receipts
Vcita speeds up your payment by providing an easy means to customize invoice templates and send professional invoices to your clients. You can also monitor the status of each invoice in real-time. All you need to do is log in to your account, and you’ll find your invoices on the dashboard.
This software also provides a means to send estimates to clients, and also convert those estimates to invoices when it is time to receive payments. And after clients have completed payments, you can issue them receipts, and securely archive the receipts for future use.
Friendly SMS Reminders
Vcita spares users the inconvenience of having to continually bother their clients with payment request calls. You can automatically forward friendly reminders to your clients without coming off as pesky. Your clients also get to receive these reminders as SMS, so you don’t have to wait until they access their emails.
