The Accounts Receivable system serves as a marketing, sales contact, and document management tool, as well as a means of managing receivable accounts. The client database contains sales information for tracking prospects from the first point of contact to the close of a contract and completion of a job. Client Documents includes standard sales letters, notifications and other client related forms.

You can use Form Design to customize invoices, statements, overdue reminders, and other documents with as many different formats as your company needs.

Statements and other documents contain full contract summaries. You can add any information from the job or client databases to these documents. Call sheets and agings are also available for efficient collection management and processing. You can produce aging reports at any time, which can be ‘as of’ the end of any prior fiscal period to match financial reports for the same period.

Four special billing options are available for Accounts Receivable — Progress Billing, Unitary Billing, Loan Draws, and Time and Materials Billing.

Call: 800.269.0153 For An On-Line or On-Site Demo