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Accounts Receivable

Customer payments are entered and tracked in the Accounts Receivable module.

Key Features

  • AR beginning balances entry for system startup
  • Customer payment processing
  • Early payment discount processing
  • Immediate payment receipt for invoices with credit card terms
  • Credit memos
  • Tax tracking from invoice through payment
  • Payment reversal
  • Customer deposits for prepayment on custom jobs
  • Deposit amount itemized on invoice footer
  • Automatic application of deposits to invoices

Menu Selections

Setup Menu

  • AR Payment Types

Main Menu

  • Customer Payments
  • Customer Deposits
  • Customer Statements

Data Views

  • Customer Aging

Reports

  • Payment Report
  • Customer Transactions
  • Customer Detail Aging
  • Customer Summary Aging
  • Customer Past Due Aging