Description
Improve your cash flow through clear, quick analyses of sales and payment histories.
Easily sort by customer names and dates
Select customer and date range from the drop-down lists. If you want to see the entire payment history of a customer, just click “go” after selecting your customer.
Retrieve and Use the App on Multiple Platforms
If you are connected to the Internet at home, on the beach, or in a customer's office, you can run Cash Maximizer.
View total customer sales and payment history
You can quickly review a customer’s entire sales and payment history by clicking "go" in the calendar area. When you scroll over any part of the chart, a pop-up box highlights the date of the invoice, the total sale, and the “days to pay” (the time it took to receive payment from the invoice date).
Zoom in on specific sales-to-payment timeframes using drag-and-drop
For a closer inspection, highlight a specific sales-to-payment timeframe by clicking and holding down your mouse on a specific date, and then scroll and release the mouse button on a new date. The graph zooms in on the specified sales-payment period. When completed, click on the "reset zoom" button to return to the starting graph.
Assess your customer’s payment history
Are you concerned that a customer’s payments are arriving late? Click on the “Days to Pay” button, located in the legend, to track payment history.
Assess your customer’s sales volume history
Is your customer taking advantage of volume discounts? Click on the “Sales” button, located in the legend, to focus only on the volume and frequency of orders from the customer.
More...
Support & FAQ
The team tries to contact everyone in one business day.
- Email support: mailto:info@xaaps.com
- Phone support is available Mon-Fri 8AM-5PM Pacific, excluding holidays at 888-502-1039
- Feedback: https://www.surveymonkey.com/s/Xaaps-CashMaximizer
(888) 502-1039
http://www.xaaps.com
Check out the most frequently asked questions below: Expand all
- What is the cost of Cash Maximizer Beta?
- The beta version is free.
- How does data migrate from QuickBooks to Cash Maximizer?
- When you open Cash Maximizer, it automatically loads and syncs your specified QuickBooks company file.
- Is my data secure?
- Cash Maximizer Beta does not retain a user's QuickBooks data, accounting data sits on your local desktop. Xaaps Cash Maximizer Beta has passed a technical check and a security review by Intuit before it was made available on Intuit App Center. Our program will securely communicate with your online Intuit account .
- What additional functionality are you adding?
- New features include: 1) Automated SMS triggers for billing, invoicing; 2) Data sets - seasonality, terms of trade, 30-day trailing, sales discounts (the Groupon effect); 3) Flagging and filtering by General Ledger categories (major and sub-components); and 4) Enhanced financial analytics such as stale inventory, margin management.To improve our product, please participate in a short survey: https://www.surveymonkey.com/s/Xaaps-CashMaximizer, or email suggestions to: info@xaaps.com.
More...