The Accounts Receivable system serves as a marketing, sales contact, and document management tool, as well as a means of managing receivable accounts. The client database contains sales information for tracking prospects from the first point of contact to the close of a contract and completion of a job. Client Document is used to create standard sales letters, notifications and other client related forms.
Invoices, statements, overdue reminders and other documents can be customized with the Form Design tools to fit any company needs. You can have as many different formats as you like.
Statements and other documents can contain full contract summaries and any other information that exists in the job or client databases. Call sheets and agings are available for efficient collection management and processing. Like the Accounts Payable section, aging reports can be produced as of the end of any prior fiscal period to match to financial reports for the same period.
Special billing add-on modules are available to complement Accounts Receivable: They are Progress Billing, Unitary Billing, Loan Draws and Time and Materials.
Reports:
- Receivable List
- Receivable Liens
- Receivable Contracts
- Receivable Invoice List
- Invoice Aging
- Accounts Receivable Aging
- Receivable Journal
- Receivable Income
- Cash Receipts
- Receivable Ledger
- Receivable Call Sheet
- Call Sheet Aging
- Client List
- Client Documents
- Job Documents
- Overdue Reminders
- Pre-Lien Notices
- Sales Tax Report
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