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Accounts Receivable
You can now manage your Accounts Receivables in a very effortless manner, largely
due to the powerful features incorporated within Adept Financials .NET’s Accounts
Receivables module. Its user-friendly interface gives you the ability to quickly
invoice your customers and enter payments. Adept Financials .NET can even work with
online data of a leading credit agency to give you live, up to date credit information
(separate membership fee required) at the time of invoicing, thereby reducing bad
debt expense and increasing profits in a big way!
Accounts Receivable Partial Feature List
Please feel free to contact us if you do not see one of your required features listed
here.
- Customer payments can be applied manually to a specific invoice or automatically
to the oldest invoice.
- Generate quotes / order / invoices in multiple currencies.
- Apply payments from customers towards an unlimited number of open invoices at one
time.
- Apply a payment from a singe customers towards an unlimited number of accounts at
one time. (Great for chain stores!)
- Register customer deposits and credit them towards future purchases.
- Quick access to customer notes and transaction history during AR review allowing
you the ability to quickly recall a customers’ past conversations while servicing
them.
- Accounts Receivable balance broken down into "current", 30, 60, 90 day periods.
- Link to the Manufactures Credit Cooperative data during order entry.
- The ability to put customers on Credit Hold.
- Automatically calculate and create finance charges invoices
- Flexible Pricing Options.
- Negotiated prices with individual customers for particular items - for a period
of time.
- Up to 20 user defined pricing levels
- The last price paid.
- Price quotations.
- The quantity ordered of the item.
- % Markup of Cost.
- % Margin from Cost.
- % Customer Discount.
- % Percent can be different for different items on sales order or invoice.
- Sale Prices - with beginning and expire dates
- Flexible Commission Options
- Default Sales Person Commission
- Special Customer Commission
- Special Commissions by Item / Quantity Ordered or Selling Price
- Negotiated Commissions
- Manual Commissions
- Split Commissions
- Assign sales person’s order number to quote/order/invoice
- Copy previous sales order or invoice to new sales order or invoice
- Use Company Logos on picking ticket / packing list / sales order / quotation / invoice
- Ability to view customer history and phone log during quotes / order / invoices
- RMA Management
- Automatically total UPS shipping charges and transfer to invoice (requires UPS Module)
- Support for cartons / pallets / cube / weight on order / invoice
- Assign “source” codes to customers / orders / invoices to track advertising / promotions
/ trade show performance.
- Support multi delivery option
- Create invoice from multi delivery
- Print custom messages on picking ticket / packing list / sales order / quotation
/ invoice
- Flexible customer statement options
- Multiple “Units of Measure” per inventory item
- Change “Units of Measure” during quotes / order / invoices
- Unlimited User Defined fields in quotes / orders / invoices / customers
- Check stock levels as items are being ordered / invoiced
- Ability to “allocate” items
- Real time stock details
- Lookup warehouse stock details during order / invoicing
- Automatically create back order / production order
- Display customer notes during quotes / order / invoices
- Remembers customers who do not want backorders
- Automatically create purchase orders within invoicing for out of stock items
- Inventory descriptions can contain up to 32,000 characters of text - with spell
check!
- Edit customer information without leaving order / invoice
- Add / edit inventory information without leaving order / invoice
- Unlimited line items per order / invoice
- Create “misc” charges within order / invoice
- Multiple orders can be combines into a single invoice.
- Supports “drop ship’s”.
- Supports “ship from” locations.
- E.D.I. support via 3rd party software
- Prepayments by credit card, cash or check.
- Supports “one - time” customers.
- Unlimited notes per order / invoice
- User defined or auto generated numbering (customer id, order #, invoice #delivery
notes , etc.)
- Can change id numbers at any time - will update all corresponding transactions
- Payment terms with discounted and due dates
- Assign shipping warehouse by item in orders / invoices
- Assign Inventory Serial Numbers in invoicing
- Auto assign payments to oldest invoices.
- Support for customer prepayments
- Support for customer overpayments
- Support for credit memos
- Ability to “write-off” small amounts when entering payments
- Support for bounced checks
- Undeposited checks option for more accurate bank reconciliation
- Contact and phone number fields for each customers A/P contact
- Ability to post individual transactions - or in a batch
- Ability to preview General Ledger entries - before posting / printing
- Optionally track invoicing discounts in General Ledger
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