Finance & post-sales
Demands, receipts, invoices, expenses, help tickets and the client portal.
8 articles
- Demands and invoicesEvery approved booking carries its payment schedule. Issue the demand letter when a milestone falls due, move a due date, and charge interest on late payment.
- Receipts: recording, verifying, bouncing, cancelling and notesAnyone records what they collected; accounts verifies it against the bank, which numbers the receipt. Cancel and reissue needs two people, and credit or debit notes correct a demand letter.
- ExpensesWhoever incurred a spend raises it; accounts approves it, pays it and records the transaction ID and date.
- Accounting ledger and statementsMoney in against money out, the receivable on every approved booking, and the statement of account for a buyer, a partner or an associate.
- Outgoing mail to buyersBMexa drafts the welcome letter, demand notes, interest invoices, construction updates and receipt mails; nothing leaves until someone reads it and approves.
- Help tickets from booked clientsRequests raised by buyers from their portal, answered by the post-sales team; every reply and status change reaches the buyer's bell.
- The client portal: what booked clients see and doHow a buyer signs in, what the portal shows (schedule, demand letters, receipts, ledger, construction, help), how they report a payment, and what your team does with it.
- Number series and document lookSet each project's booking, application, invoice and receipt number formats, and the logo, signatures and notes printed on receipts, demand letters and statements.