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SONYA SAYS:
"We absolutely LOVE this program. It is so easy to use and keep track of our records. I have been searching for a program that tailors to the farrier business and Forge Ahead is the one to use! I am very picky about our record keeping and I love the professional reports it can pull up in an instant. One of my favorite features is the Horses Due report."
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Reports
The term "Reports" includes any printed documents generated by Forge Ahead.
All reports can be viewed on-screen or printed out.
Almost all reports include your letterhead, which the program creates using your company name, phone and address information.
If you have your logo as a graphics file in your computer, that becomes part of your letterhead as well, as does your e-mail and website address, if you have those.
Reports for Clients
Invoices
Statements
Appointment List - Provide client with a list of upcoming appointments.
Schedule Reports
Horses Due Listing - Popular report that quickly lists which horses are due when. Grouped by location with phone numbers displayed for your setting up appointments. System automatically captures each horse's Last Visit date from invoices, so this report is always up-to-date!
Weekly Schedule - At-a-glance shows which time slots have been booked for which clients.
Daily Schedule - One day per page to take on rounds.
Includes client names, phone numbers and outstanding balances.
Optionally can include detailed information on the horses to be worked.
Financial Analysis Reports
Aging Report - Click a button and see who owes you how much, and how long they've owed it. Their phone numbers print too, in case you need to make some collection calls.
Sales Reports - by Client, or by Product and/or Service
Income Reports
Expenses by Category Report
Expenses by Supplier Report
Profit & Loss Report
Tax Data Reports
Gross Income
Sales Tax Collected (broken out by rate, if you have to charge multiple and/or variable rates)
Expenses by Category Report
Expenses by Supplier Report
Mileage Report
Utility Reports
Letter Writing - Write and store letters using the same letterhead that appears on your invoices and statements.
Deposit Slip Attachment - Lists and totals payments received by type (cash, check). You select which payments to include.
Contact List - Lists phone numbers and address for all contacts.
Mailing Labels
Select all contacts, groups of contacts, or individuals for labels
After printing Invoices or Statements, program automatically gives you the option of printing labels for the clients whose invoices or statements just printed.
Can use partial sheets of labels to avoid waste
Horse Reports
History Report - Includes list of services and products, and optionally your dated notes log, for a selected horse.
Shoeing Specifications Report - Includes shoe specs, hoof angles and lengths, veterinarian and trainer for each horse, sorted by horse's location
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