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View Accounting Metrics - Buyers

An Engagifii buyer can be an individual person or can be an organization whose representative makes a purchase or registration. Buyers always have complete visibility to the status of their account with your association, making it straight forward to ensure they stay up to date with paying their invoices.

Provide Members with a simple account status

Provide Members with a simple account status

A full status of the account is accessed right from the profile record of a person or organization. The buyer's bottom line is easy to find, indicating whether money is owed to the association or if there's a credit that can be refunded or applied to another invoice.  Accounting metrics summarize all the buyer's activity at a glance, indicating the invoices that have been generated, payments that have been paid, amount due, and credits that have been used or are available.
Deliver a personalized view of transaction history

Deliver a personalized view of transaction history

The profile pages of buyers -- individual people or organizations -- also feature a full transaction history of all the financial activity for that buyer.  Invoices, payments, credit notes, and refunds are all listed along with extensive, associated information.  The transaction history is easily sorted and filtered in a variety of ways, and can even be exported directly into an Excel sheet for further analysis or sharing with others.
Enable quick and easy invoice payments

Enable quick and easy invoice payments

To make settling open invoices quick and easy, buyers can simply click on the Pay Now button associated with each open (unpaid or partially paid) invoice. Engagifii takes the buyer straight to a payment screen where they can enter their credit card or ACH information in order to pay what's due. This means faster cash to your association!

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