Receivables & Customer Management
The following are just a sampling of the features included in SafeChoice Fund Accounting.
- Complete accounts receivable system
- Visual receipts screen offers drill down to individual invoice and payment information
- Powerful statement printing includes: open item or balance forward formats
- Select open item or balance forward by customer
- Create & print custom dunning messages on statements
- Allows individual customer selection for statement printing
- Aply customer payments automatically or manually to invoices
- Track and apply customer credit balances to invoices
- Can reprint the previous statemtn for one or more customers
- Automatically calculates and tracks early payment discount terms
- Handles customer payments by credit card
- Payment register shows all customer payments for any date range
- Automatic NSF feature creates payment reversal and charges to customer
- Calculates finance charge on past due accounts
- Pick and choose invoices or customers for finance charges
- Define customer credit limit
- Tracks customer sales history with drill down review of invoice information
- Accomodates 6 different pricing methods by customer
- Customer pricing methods include: Quantity price range, select from table and percent mark up
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