Accounts Receivable

Accurately manage receivables activities including creating and tracking customer invoices, tracking aged receivables, calculating accrued tax liabilities, applying finance charges to outstanding balances, receiving payments and more.

• Set up and edit customer information including contact information, shipping addresses, date customer acquired, salesperson, applicable discounts, credit limit including available credit, commissions calculations, credit card information and payment terms
• View invoices tab to immediately view customer purchase history
• Use the extensions tab to view second addresses, additional contacts and notes
• Toggle between multiple shipping addresses with the shipping tab
• Manage applicable sales taxes per customer with the taxing tab
• Apply separate taxing criteria based on different taxing jurisdictions
• Review open customer invoices in an aging format with the aging tab
• Go to the payments tab to view payments received to date by customer
• Find all orders placed by customers with the orders tab. Drill down to the order detail information with the click of the details button
• Easily edit changes in customer information such as contact names, new shipping information and more
• Create A/R invoices quickly with dynamic customer searching features to auto-fill customer information
• Create invoices automatically by linking with work orders from the Materials Management module
• Add notes to an invoice for additional clarity, tracking and research
• Post invoices immediately or batch post at a later time
• Set invoices to print automatically or to print only when you are ready
• Select only the invoices or groups of invoices to print by specifying date ranges, find and print specific invoices or groups of invoices with easy to use search filters
• Automate invoicing of recurring account receivables
• Associate prepayments to automatically credit against future customer invoices
• Apply refunds to invoices
• Go directly to specific invoices to apply payments received
• Post payments individually or via batch processing
• Use the Finance Charge Calculator to apply finance charges to overdue invoices
• Use the bank accounts tab to track deposits made, as well as, fees assessed by the bank
• Rely on the sales tax liability report to summarize tax liabilities in different jurisdictions
• Automatically create bank deposit slips by batch, for a particular date range, by bank account or by customer
• Use the A/R close period tab to efficiently close A/R for selected fiscal periods
• Select from 21 built in accounts receivable reports including A/R History, Aged Receivables, Customer Listing, Sales Journal, Receipts Disbursement Journal and more