CTI'S SUITE ACCOUNTING

Automatically Generate Monthly Invoices

Suite Accounting streamlines the invoicing process by enabling automatic generation of monthly invoices. These invoices provide a comprehensive breakdown of all client activity, presented as detailed line items. Each line item includes the type of activity, quantity used, quantity billed, unit of measurement, unit price (if applicable), and total cost.

In addition to activity details, invoices include essential financial information such as the last payment amount, balance forward (if any), total new charges, overall account balance, and an aging summary of any outstanding payments. This automated system ensures accuracy, saves time, and provides clients with clear and transparent billing statements.

Here’s a more professional version of your Customer Maintenance Report description:

Customer Maintenance Report: Comprehensive Client Insights
The Customer Maintenance Report provides a detailed overview of essential maintenance information for each client. This report includes key company details such as the company name, contact information, and payment terms. Additionally, it offers insights into client-specific configurations, including:

• Employee Details: Lists employees associated with each client, along with their respective extensions and account codes.
• Contract Pricing and Leasing Information: Displays any established contract pricing, leasing agreements, and recurring billing details.

Activity Report (Summary/Detailed): Comprehensive Client Activity Tracking

The Activity Report provides a detailed overview of all activities posted to client accounts, offering both summary and detailed views for enhanced clarity. Key activities tracked include:

• Phone Calls: Categorized by type, including incoming, local, long-distance, and international calls.
• Manually Entered Billable Items: Includes services such as secretarial support, copy usage, and fax machine usage.
• Recurring Charges: Tracks suite rentals and other recurring billing items.
• Suite Answer Center Activities: Captures all relevant tasks performed through the Suite Answer Center.