Accounts Receivable

With the Accounts Receivable module, you can manage your customers and fine-tune customer relations by keeping track of important sales information and outstanding balances. Accounts Receivable allows you to easily apply cash to outstanding invoices and create recurring charges for quick invoicing of monthly charges. Accounts Receivable is also fully integrated with Bank Services, for complete bank reconciliation.

Module Highlights

  • Create summary or detailed invoices using the item price list and calculate taxes on a summary or line-by-line basis.
  • Organize customer records quickly and easily, and create an unlimited number of ship-to locations for each customer.
  • Flag customer records as inactive when you wish to discontinue regular use but want to retain the record in the system for historical and reporting purposes.
  • Drill down from General Ledger transaction history to Accounts Receivable transactions and then to originating Order Entry transactions.
  • Import transactions from other applications.
  • Schedule any number of recurring charge invoices for fast invoicing of monthly charges, and update recurring charges automatically by amount or percentage.
  • Create adjustment batches automatically to write off small account or transaction balances, and choose whether to charge interest on overdue balances or individual invoices.

AR Inquiry

Included with the Accounts Receivable module, the AR Inquiry module allows you to manage receivables with remarkable agility and intelligence and reinvest cash through your business faster with optimized collections.

  • Concentrate your efforts on clients who fit specific criteria that you define and prioritize using the Customer Filter, such as days overdue, dollars over limit, call back date, and more.
  • Gain a single point of reference for all of your customer details through Customer Inquiry, and address customer questions during live calls.
  • Find specific AR documents such as an AR Invoice, based on the document number alone with the AR Document Inquiry. It’s not necessary to know the customer number on the document-a useful feature when you’re in a hurry.
  • Manage your receipts and get more choices to manage your disbursements.

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