Accounts Receivable Module
This module effectively manages receivables of all types. Accounts Receivable is more than just a billing module. It allows you to administer receivables, manage customers, process receipts, and forecast cash flow. Built-in functions allow you to establish customer and sales item lists. Users can add point-of-sale or post sale invoices to the system. (Please note, our Client Billing module is generally used to bill and track client services for most funding sources.)
Benefits
Integrates with Client Information and General Ledger Module
The General Ledger provides the accounts, sub accounts, and cost centers. Client Information supplies client lists to distribute client expenses. Accounts Receivable records transactions back to General Ledger.
Billing and Receipt Processing
Create invoices pre or post sale. Memorize and recall frequently occurring invoices as needed to save data entry and time! Payments can be automatically distributed or manually applied to a specific invoice.
Reports
Customer information will be at your clerks’ fingertips. Standard reports drill down quickly to the invoice item level and invoice/payment information. Customer statements can be printed with a few keystrokes. All information is reportable from the report writer.
Customer Correspondence
Request for payment letters, thank you cards, envelopes, and postcards can all be generated from your data with assistance from the report writer! Generate and print statements that use window envelopes or have the system print address information on plain envelopes. Users can easily customize invoices too!
Customer and Item Lists
Easily create customer and item lists. Maintain complete customer account information including ship to addresses, sales history, current balance, open credits, deposits and last payments. Track unlimited history of a customer actively including payments, invoices and items purchased. Generate a catalog listing including description, suggested selling price, sale price, cost, unit of measure and default accounts (sales, inventory and cost of sales).
"Unlimited" Comes Standard
Accounts Receivable puts no limits on your data needs. You can have unlimited:
- Items
- Invoices
- Terms
- Tax jurisdictions
- Distributions (allocations) per invoice
- Transactions
- History
- Details
- Customers
- Bill/ship to addresses
- Customer Activity
Other Features
- Apply payments to multiple invoices
- Calculate finance charges automatically
- Print invoices individually or in batches
- Add global messages to invoices and statements
- Apply discount rate, discounts and due dates of invoices automatically
- Add customers “on-the-fly” during invoice entry
- Use browse features to quickly find customers, items, invoices and much more
- Customize invoices and statements