Customer Account Management
Customer Account Management That is Simple and Hassle-free
Customer account management just got a whole lot smoother with Foodist! Our handy overview list gives you all the important stuff—like balances and delivery routes—right at a glance, plus quick links to dive into each account’s details. Inside, you’ll find everything from contact info and financials to stored payment methods, favorite products, and automation goodies. Need to tweak a setting? No problem! Control automated statements, pricing tier emails, and more with just a few clicks. It doesn’t stop there, Foodist integrates with major accounting software like QuickBooks Online. It’s like having a personal assistant for every customer—minus the coffee breaks!
Customer Accounts List
Say hello to effortless account management with Foodist! Get a quick peek at all the important stuff—balances, contacts, phone numbers, and delivery routes—right from your overview screen. Need to find something fast? Filter, search, and sort your way to the info you need in seconds. And when it’s time to send statements, just click once and boom—bulk statements sent to all accounts with a balance. Want to dig deeper? Just hit the quick link and dive right into the details. Easy, breezy, totally under control!
- Find what you need fast with easy search, filter, and sort tools—no digging required!
- Keep tabs on balances, delivery routes, and more so you’re always in the know.
- Send statements in a flash with one-click automation—goodbye, email headaches!
- Need more info? Quick links take you straight to the account details you’re after.
Customer Information
Get all the juicy details about your accounts. Check the account balance and status right at the top. The Customer Information tab lays out all the vital information like addresses, contacts, emails, and phone numbers. It provides account level controls to assign pricing tier, email opt-in, and automatic statement intervals. View and manage the customer’s most frequently purchased products in their customizable Favorites list. Create invoices directly from this screen with the customer information pre-filled. Export a price list tailored to the account’s assigned pricing tier in just a click of a button.
- Keep everything in one place with fields for all the key info—main and alternate contacts included!
- Take charge with easy controls for pricing tiers, email opt-ins, and statement schedules.
- Stay in tune with your customers by managing their go-to picks in the Favorites list.
- Need a custom price list? Export it in a click with built-in customization options!
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Customer Account History
Stay on top of the money side of things with the Account History tab—it’s like your personal financial command center! The handy ledger-style view lays out invoices, payments, and credits in a clean, easy-to-follow format. Entering payments? Super simple! Choose your payment type and even split it across multiple invoices like a pro. Credits can go straight to the account or be tied to specific invoices—it’s totally up to you. Need the details? Just click into any line item to see the full story. With built-in credit terms controls to flag overdue invoices and a smart search function to find exactly what you need, customer account management has never been this easy!
- See the big picture at a glance with a clean, easy-to-read ledger view!
- Enter payments your way—track multiple types and split them across invoices.
- Every move is tracked! Get the full story with detailed history for all account activity.
- Stay ahead of the game with credit term settings that keep due dates running smoothly on autopilot!
Customer Payment Options
Make settling up a breeze for your customers (and life easier for you!) with saved payment options in Foodist! We integrate with all major payment processors, so you can securely store credit cards on file for lightning-fast invoice payments. It’s a win-win—super convenient for your customers and way less back-and-forth for you. Got customers with “fancier” payment preferences? No problem—you can store multiple payment methods to keep everyone happy and humming along!
- Works seamlessly with all major payment processors—no hoops to jump through!
- Save and run credit cards securely for quick, hassle-free invoice payments.
- Store multiple payment methods per account to accommodate all your customer needs.
That's Not All! Foodist empowers your WHOLE business.
Your business is more than just account management, so why would you settle for software that only covers one part of your needs? Check out the Features Overview or schedule a demo to see all the other ways Foodist helps your whole business save time and money.