> Accounts Receivable
The Accounts Receivable provides invoicing, credit
and debit memos, receipts, plus open item customer receivables.
An on-line collections screen, and item sales history window,
empower you to manage your business at maximum effectiveness
and efficiency. Connected also provides multi-level taxation,
multiple ship-to addresses, service or part-based invoices,
customer specific pricing, and fully customizable G/L distribution.
> Key features of Accounts Receivable
- Keep multiple years of complete quote, order, invoice
and payment history
- Credit limits and multiple shipping addresses per customer
- E-mail invoices, order confirmations, and quotations
- Ten custom sales fields on quotes, orders, and invoices.
- Ten custom fields on each customer record
- Customize and use multiple quote, invoice, and order
forms
- Credit and debit memos can be easily created and allocated
- Collection features include a hot list and notes per
customer
- Multiple level taxation support
- Allocate profit centers to customers or invoices
- Large "description area" for invoicing of
service or inventory items
- Data can be easily exported to spreadsheets with link
to MS Excel
- Selling of service and parts on same invoice
- Cash invoices for existing one time customers
- Customers "on hold" option
- Purchase order required option per customer
- Analysis code per customer to categorize for reporting
- Collections window
- Down payments
- Partial and short payments
- Discount option for early payment
- Commissions by rep or rep group
- Generic invoice comments & duning messages
- Invoice discounts by dollar amount or percent
> Report features in Accounts Receivable
- Detailed / Summary Sales Journal
- Customer Sales History
- Customer Invoice Analysis
- Item Sales History
- Detailed / Summary Receipts Journal
- Customer statements, lists, and collection notes
- Customer aging and credit limit analysis
- Sales representatives sales analysis
- Customer item sales history
- Items purchased by customer
- Sales Tax Summary
All Connected Reports can be sent to screen, printer,
pdf, text file, spreadsheet, and Mac OS Preview.
