Accounts Receivable

Features Include:

• Accept “Deposits” or “Prepayments“ on the Sales Order form (and auto transfer of payment to the Invoice when it is created later)
• Accept payments on Invoice form on the fly.
• Quickly choose from a secured listing of predefined customer charge account cards, such as Visa, MasterCard, AMEX, etc.
• Accept multiple forms of payment at the time of the sale.
• Quickly calculate change due for cash payments.
• The Invoice screen (and printed forms) display all payments, balance due, plus automatic ”Paid“ or ”Late“ stamp
• Dynamic determination and notification, at the time of each sale, if a customer is or should be placed on ”Credit Hold“
• Three levels of Credit Hold: ”COD“, ”Credit Hold“ and ”Administrative Credit Hold“. Administrative Credit Hold”, which can only be selected or un-selected by company owners and accounting personnel, allows orders to be entered, but prevents items from being shipped, invoices from being created, and invoices, picking tickets and packing slips from being printed)
• Immediate display of why a customer is on Credit Hold, including details such as: total past due, total outstanding balance, # invoices past due, # days past due of the oldest invoice, etc.
• Instant access to all details of customer credit, open invoices, aging, etc.