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Updates to Printavo’s Payment Management Features: Better Organization and Mobile Optimization 

Before you read…

Printavo is simple shop management software. We help you streamline your business, keep jobs moving forward and your team on the same page.

Scheduling, quoting, approvals, payments, customer communication, automation and more. With Printavo, you’ll work smarter–not harder.

We always strive to enhance the print shop management experience with Printavo, so we’re excited to share our latest update. As part of our larger Multi-Payment Request initiative, we’ve rolled out a few key updates to Printavo Payments Management. These latest updates help you streamline your payment processes and provide you with enhanced visibility and control.

Here’s a look at what’s new: 

Printavo Payments List View and Payment Request List View

Enhanced Visibility: The updated view features new columns, including Category, Order, Nickname, Customer, and Transaction, in the Payment Request List View. This gives you a more detailed overview of your payment activities to track your progress and revenue throughout the year easily. 

Improved Organization: With the new Payment Request List View, you can easily view open and pending payment requests. You can improve your financial management and forecasting since you’ll have a clearer picture of what’s due and when it’s due. 

Custom Filters: New filters for Transaction, Category, Customer, and Date Range are now available. These filters allow you to quickly sort and find specific payment data, which saves you and your team time and helps improve your productivity. 

Streamlined Operations: The new filters let you swiftly address any customer payment issues or discrepancies that may arise, ensuring smooth operations at your shop and helping you maintain a good rapport with your customers. 

Overall, this update speeds up and simplifies your payment management so you can focus on customer growth and production. It also improves your overall order accuracy, which helps reduce errors in your financial reporting and gives you a clearer picture of profits.


Mobile – View Payment Transactions

Our latest updates also improve the ability to access financial information on the go so you can manage your shop even when you’re offsite.

Manage On the Go: Now, you can view a comprehensive list of payment transactions directly from your mobile device. That makes it more feasible for you to step away from the office and let your team run the shop while still being able to check in on important customer transactions when needed. 

Convenient Navigation: Our mobile app now has a dedicated Financials icon, making accessing payment information more straightforward and user-friendly. This streamlined navigation simplifies your workflow so you can pull up transactions quickly. 

Not a customer yet? Try Printavo now and discover how we can revolutionize your print shop management!

 

About Printavo

Printavo is simple shop management software. We help you streamline your business, keep jobs moving forward and your team on the same page.

Scheduling, quoting, approvals, payments, customer communication, automation and more. With Printavo, you’ll work smarter–not harder.

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