Accounts Receivable

Designed as a collections management tool, Sam Pro’s Accounts Receivable module “pushes” late pay information to Project Managers, Sales Personnel, Collection Managers and virtually anyone else in the organization who needs to know this vital data. Via ReportAnywhere, Customer Statements can be automatically emailed or faxed to customers based on pre-defined thresholds. Collection notes and ticklers keep Collection Managers on top of problem customers and quickly spot delinquent accounts in real time.

Features:

• Cash Receipt Journal
  • Select invoices being paid from a list or by entering their numbers
  • Adjust detail on an item-by-item basis
  • Error corrections simple and straightforward
• Optimize Collections Processing
  • On-line collection processing reduces outstanding receivables and minimizes customer support issues
  • Maintains complete history of all customer account transactions
  • Automatically distribute late pay information via ReportAnywhere
  • Track and analyze customers' paying habits
• From Client record
  • View all or open invoices
  • Drill down to invoice detail
  • View and add collection notes and tickle dates
  • View payments received
• Receivables summary instantly accessible to dispatcher when taking a new service call
• Automatic posting of Service, Construction and Sales Invoices
• Sales Journal for credit memos, finance charges, pre-loading history, etc.
• Handles Retainage
• Rules Based Management
  • Automatically generate weekly report of past due accounts and deliver to managers via printer, fax or e-mail
• Supports Multinational Currency
  • Receive funds in vendor's currency
  • GL maintained in corporate currency