Built-In Options
Feature Sets
you turn on.

Start simple. Grow powerful.
Select just what you need.

Docs Folder

Attach any document
To any transaction
To share with others
To keep for reference

Add Ship-To locations
Add multiple Emails
Add Roles for A/P, Refunds, B2B
Use for Lookup Automation

Email PDF's automatically
Using Apple Mail
Using Outlook for Windows

Store card details—
Encrypted and Protected
Block unneeded viewing