| Accounts
Receivable Features |
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Integrates with General Ledger |
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Easily locates a customer based on invoice
number, name, email, or any phone number on file. |
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Query search allows you to find customer based
on any information (Address, SSN, DL, etc.)
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Unique "Sounds Like" name search lookup can
find customers even if spelling is inaccurate. Difficult Last Name spellings
like Pfung, Knowles, Wheaton, Ceaser can actually be found by spelling phonetically
as in Fung, Nolz, Weetun, and Seezer |
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Customer information and account balance can
be imported from a standard text file
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Maintains complete customer information, including
email address, bill-to and ship-to addresses, month and year-to-date totals,
24-month sales history, current balance, highest balance, open credits, sales
person, credit card information, statement distribution method and last payment |
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Pre-defined customer templates enable fast creation
of information for new customer records |
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Up to 16 user definable fields can be created
for the customer record |
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Specific customer fields can be disabled to
customize and simplify customer data entry
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Allows global changes to multiple customer
records simultaneously |
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Customer Classifications permits grouping of
customers (corporate, reseller, end user, family, etc.) for reports and operations
throughout the program
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Customer Location permits grouping of customers
that originated from a specific branch/location for reports and operations
throughout the program
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Customers can be placed on credit hold
manually or be setup to automatically go into a credit hold status when
invoices age beyond a certain period |
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Provides instant inquiry of customer information,
including invoices, credit memos, debit memos, and payments |
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Allows customers to be entered
on-the-fly while invoicing |
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Tracks cash sales and other payments from non-clients |
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Tracks invoice discount dates and amounts,
and due dates |
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Tracks sales by customer, sales representative
and sales account |
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Alerts you when a customer exceeds credit limit |
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Finance charges can be assigned on a customer-by-customer
basis or allows you to use system defaults
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Finance charges can be calculated on all
outstanding invoices or only new past due transactions |
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Support for compounded finance charges |
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Prints invoices, credit memos, debit memos
and statements on plain paper or preprinted forms |
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Specific invoice fields can be disabled to
customize and simplify invoice entry
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Offers instant inquiry of all transactions
affecting an invoice |
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Individual payments can be grouped into bank
deposits |
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Accepts payments and open credits at time of
invoicing |
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Allows you to write off balances for proper
bad debt management
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Allows previously entered payments to be voided |
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Allows partial or total void of previously
entered invoices |
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Handles multi-line descriptions for standard
items |
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Posts recurring invoices on a monthly, bi-monthly,
quarterly, semiannual or annual basis |
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Allows comments, miscellaneous charges and
labor charges on invoices |
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Allows discounts on a line-by-line basis, as
a redemption line item, or as a global discount on the entire invoice
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Generate
statements for different groups of customers on different printed formats |
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Allows
customers to be grouped into different billing periods for preparing statements
on a daily, weekly, monthly basis |
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Provides balance forward statement formats
with aging information |
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Provides ability to offer invoice financing
of goods/services to customer |
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Allows instant customer bill presentment on
screen at any time
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Allows editing of customer statement after
posting |
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Provides aging analysis by invoice date or
due date |
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User defined invoice terms
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Price level discounts by customer classification |
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Special customer pricing (discount matrix)
can be setup by item, category, and department with price breaks and
expiry dates |
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Global replacement of customer sales representative |
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Create customer refund checks |
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Attach unlimited notes to customer file |
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Set invoices to print automatically or to print only when you are ready |
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Apply
separate taxing criteria based on different taxing jurisdictions.
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Automatically applies open credits to future
customer invoices |
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Allows refunds to be applied against specific
invoices only or as a manual entry |
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Supports
Return Merchandise Authorization for enforcing proper administration of refunds
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Allows invoices to be automatically or manually
selected for customer payment |
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Allows
Credit Card authorization and electronic check payment acceptance while receiving
individual customer payments |
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Supports
Address Verification System (AVS) and CVV2 for fraud reduction when accepting
credit card payments without the customer being present (i.e., phone, fax,
mail, etc.) |
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Post
payments individually or via batch processing |
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Rely
on the Sales Tax Liability report to summarize tax liabilities in different
jurisdictions. |
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Jump
to a map of the exact location of the customer with our integrated Map button
feature
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Allows Lockbox processing of payments from
external collection centers (i.e., Banks, Payment Centers, etc.) |
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Allows customer account numbers to be automatically
created with check digit calculation for reduced data entry errors |
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Automatic referral credit can be applied to
customer account for recommending you new business |
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Allows for automatic duplicate customer checking
to ensure that multiple accounts are not created accidentally for the same
customer |
Accounts
Receivable Software Review