Accounts Receivable

Features

• Salesman profit report by customer, by invoice
• Both open item and balance forward type customers
• Unlimited customer notes/comments
• Customer statistics: month to date, last 12 months, year to date, last year
• Six aging categories
• Last 24 months status summary
• Customer change and combine
• Interest calculation program
• Unique collection/reminder messages can be user-designed to add focused reminders on your A/R Client Statements that vary depending on the age of the outstanding account
• Aged A/R Report can be printed numerically by client number or alphabetically by client name and includes the contact name and phone number of clients
• Interest can be added to outstanding accounts receivable on client/matters of your choosing at an interest rate that you specify
• Interest on accounts can be automatically included in the client's A/R record and will appear on their Client Statement
• Cash receipts program allows individual invoice payment, partial invoice payment, automatic invoice payments
• Enhanced credit management report
• Invoices tracked by customer contract
• Customer statements allow printing separate "sub-contract" statements and invoice summaries
• Customer statements allows simulation of balance forward statements for open item type customers
• Posting client payments creates a "Deposit Slip" which can be used to replace your manually prepared bank deposit slip
• Separate and total cheques and cash receipts to simplify the month end reconciliation by ensuring the bank information matches your computer records
• Define for each of your clients whether they should: be issued A/R client statements; be charged interest on overdue A/R (and on what age of the A/R); and/or whether a collection/reminder message should appear on the account statements