 Accounts
Receivable Details
- Set up and edit customer
information including contact information, shipping addresses,
date customer acquired, salesperson, applicable discounts, credit
limit including available credit, commissions calculations, credit
card information and payment terms.
- · View invoices tab to immediately view customer purchase
history.
- · Use the extensions tab to view second addresses, additional
contacts and notes.
- · Toggle between multiple shipping addresses with the shipping
tab.
- · Manage applicable sales taxes per customer with the taxing
tab.
- · Apply separate taxing criteria based on different taxing
jurisdictions.
- · Review open customer invoices in an aging format with the
aging tab.
- · Go to the payments tab to view payments received to date by
customer.
- · Find all orders placed by customers with the orders tab.
Drill down to the order detail information with the click of the
details button.
- · Easily edit changes in customer information such as contact
names, new shipping information and more.
- · Create A/R invoices quickly with dynamic customer searching
features to auto-fill customer information.
- · Create invoices automatically by linking with work orders
from the Materials Management module.
- · Add notes to an invoice for additional clarity, tracking and
research.
- · Post invoices immediately or batch post at a later time.
- · Set invoices to print automatically or to print only when
you are ready.
- · Select only the invoices or groups of invoices to print by
specifying date ranges, find and print specific invoices or groups
of invoices with easy to use search filters.
- · Automate invoicing of recurring account receivables.
- · Associate prepayments to automatically credit against future
customer invoices.
- · Apply refunds to invoices.
- · Go directly to specific invoices to apply payments received.
- · Post payments individually or via batch processing.
- · Use the Finance Charge Calculator to apply finance charges
to overdue invoices.
- · Use the bank accounts tab to track deposits made, as well
as, fees assessed by the bank.
- · Rely on the Sales Tax Liability report to summarize tax
liabilities in different jurisdictions.
- · Automatically create bank deposit slips by batch, for a
particular date range, by bank account or by customer.
- · Use the A/R Close Period tab to efficiently close A/R for
selected fiscal periods.
- · Select from 21 built-in accounts receivable reports
including A/R History, Aged Receivables, Customer Listing, Sales
Journal, Receipts Disbursement Journal and more.
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Receive By Invoice No. |
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Groups of freight bills can be received based on
the batch number they came from.
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| One click to see complete Freight Bill
Detail |
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Clicking on the reference or freight bill number
will retrieve all the freight bill details.
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| Aging Reports |
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Age based on load date, invoice date or due
date.
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