Business! Customers and Accounts Receivable

Business! Professional

Customers and Accounts Receivable

Maintaining accurate and detailed information on your customers and outstanding receivables is vital for any business. Business! Professional provides a robust customer and receivables system that helps you to know your customers inside and out. Record unlimited contact names and numbers for each customer, enter delivery routes, default payment and sales information and log customer calls. You can also set specific pricing for each customer for all or individual inventory items. View a customers' previous sales history and apply finance charges to overdue invoices. Use our receivables function to view current and overdue invoices and pay one or multiple invoices. Our powerful Customer Statements let you control how statements are printed.

Features

Customers

Enter Your Own Customer Numbers or Use Auto Sequential Numbering
Set Address Types as Ship To, Bill To, Both or Quote
Unlimited Ship To Addresses for Each Bill To and Vice Versa
Mini contact manager lets you record customer notes, contact log and follow-up calls including dates and times
Enter Unlimited Contacts Per Customer Including Name, Phone, Email, Fax and More
Enter Default Sales Information to Auto Prefill on Sales Orders and Invoices
Enter Delivery Route Information Including Driving Directions
Set Default Payment Methods
View Customer Credit Limit and Current Credit Balance
Set Up to Two Default Tax Jurisdictions and Rates for Each Customer or Tax Exempt
Place Customer on Credit Hold for Notification During Order Entry
Set Up to Two Custom Pricing Levels for Inventory Items - Range, Discount, Markup, Retail, First, Last and Pick or Define Your Own
Contact Log Lets You Record All Interaction with a Customer - Phone Calls, Support, Purchases, Complaints and Checklist for Follow Up Calls
View and Print a Customer¡¦s Prior Sales History including Amounts Paid and Balances Due
Easily Duplicate a Customer
Set Customers as Active or Inactive
Set User Defined Finance Charge Processing Options - Days Past Due, Min Charge, Percentage, Min. Balance and More
Apply Finance Charges for All or Selected Customers

Receivables

Set Date Range for Displaying Outstanding Invoices
Set Aging Date to Calculate Length of Time Overdue
Display Unpaid, Paid or All Invoices for Each Customer or All Customers
View Customers by Name or Company, With or Without Balances
View Total Amount, Total Paid and Total Receivable for Each Invoice, Including Credit Balances
Automatically Calculates Total Amounts Due and Paid to Date as well as Aging Status – Current, Over 30, Over 60, Over 90
Displays Credit Limit and Available Balance
Change the Aging Date to Perform Forecast Scenarios
Press the Invoice Button to Instantly View or Modify the Invoice
Print Customer Statements and Dunning Letters
Enter a Single Payment and Quickly Pay Multiple Invoices
Apply Zero Payment Credits
Automatically Allocate Payments from Oldest to Newest Invoice
Apply Unused Credit Balances Towards Outstanding Balances
Handles all GL Transactions
Records Payments on Individual Invoice Payment Sections
Print All or Selected Receivables fromVisual Receipts
Easily Reconcile Payments Made by Credit Card and Create Deposits
Credit Card Reconciliation Form Displays Charges Outstanding, Gross and Net Amounts