•View un-posted, posted, and historical transactions, plus complete customer, period sales, yearly sales, payment history, and receivables summary information.
•Utilize user-defined fields to track the customer information you need to improve sales and customer service, including: ship to, bill to, and statement to addresses; and credit limit, payment terms, and account history.
•Automate your customer installment payments by creating schedules, calculating interest, amortizing amounts, and forecasting the impact of variable interest rates, payment amounts, and installment changes.
•Maintain full control over the receivables process with automated lockbox processing, customer billing defaults, NSF tracking, multicurrency support, and the ability to fully define customer statement cycles.
•Analyze your sales performance with receivables tracking for each salesperson or sales territory, including commissions, commissioned sales, noncommissioned sales, and cost of sales for the year to date.
•Create a comprehensive suite of reports that can be sorted by calendar or fiscal year with on-screen display and search, or combine with Crystal Reports for greater reporting flexibility and power.
•Automate processes for writing off and adjusting overpayments and underpayments, as well as create and apply debit and credit documents for open balances.