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Interested in Customer Profile Manager / Receivables? We offer Accounts Payable (AP) as well!
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Features
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- Extensive customer profiling
- Multiple contact information for each account
- View or add customer owned equipment
- Customer Notes and Categories
- Create up to 36 customizable fields
- Open Item and/or Balance Forward
- Customize your own reports
- Print mailing labels for customized searches
- Unlimited purchase history
- Easily generate finance charges
- Print statements
- Display a breakout of customer balances
- Have multiple ship-to addresses
- Store customer credit cards on file securely
- Past Due Balance Report (30, 60, 90 Day Forecast)
- Prospective customer database
- Year-To-Date sales totals for counter, service, equipment, and rentals
- Search for a customer by account number, name, phone number, and location
- Report your top customers for any date range
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Interested in Accounts Payable? We offer Customer Profile Manager / Receivables (AR) as well!
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Features
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- Easy to use Invoice Manager
- Check on Demand / Check Reconciliation's
- Report the cash requirements to management
- Run outstanding payments report that are reaching maturity
- Print checks in multiple formats
- Print mailing labels / 1099 forms
- Unlimited paid invoice history
- Void and record unusable checks
- Default liability and expense accounts for any vendor
- Default routine discount and due dates for any vendor
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