Accounts Receivable

Effective Control

PFM Accounts Receivable gives you the ability to get instant access to customer activity. It enables you to view all activity (current and historical) related to a customer through one easy to view window.

As with all other modules of PFM, Accounts Receivable is integrated with all necessary facets of PFM including: Sales Order Processing, Invoicing, Bank Reconciliation, Cash Management, and General Ledger.

Accounts Receivable is the foundation of the information you need for sales. With PFM you can collect customers addresses (including multiple ship to addresses), phone, fax, email, payment terms, customer specific pricing, credit limits, and finance and Statement printing options. You can optionally define your own fields to have PFM track and report.

PFM enables you to profile your customer for reporting purposes. User defined profiles include Customer Class, Territory, SalesRep, Zone, and Customer Type.

Need to attach a note to a customer or activity? Need to check back to see if the customer paid you or not? Well, with PFM’s “Notes” module you can do this with ease!

When you need information related to a customer, the last thing you want to do is go to a file cabinet and get it. Well, with PFM, every detail related to the customer is at the click of a button. If you are trying to reconcile a customers account, PFM will provide you detail of every transaction for up to five years of history.

PFM’s Accounts Receivable provides many reports designed to help you make informed decisions. Reports always provide sort and selection criteria allowing you to choose a variety of reporting capabilities Reports include:

• Customer List
• Customer Contracts
• Invoice Register
• Cash Receipts Journal
• Aged A/R Report