Accounts Receivable
(Included with all PAK Series and 800 Series)
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Customer display number, name, address, contact information (billing/shipping)
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Yes
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Customer type flag for cash, credit, commercial, in-store credit only
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Yes
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Credit Limit
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Yes
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Sales tax/tax exempt #
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Yes
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Partial Payment
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Yes
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Finance Charges
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Yes
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Authorized Signers
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Yes
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Customer type pricing levels
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Yes
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Customer transfer to a new number (add, copy, merge customers)
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Yes
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Open item, balance forward, detailed balance forward, collated forward balance statements, email statements
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Yes
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Purchase history
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Yes
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Statement printing (single customer or like similar customer number)
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Yes
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Customer approved purchaser list with pictures
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Yes
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Create mailing lists from the customer file
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Yes
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Create finance charges
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Yes
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Adjustable Terms
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Yes
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Ability to put the customer on credit hold with security overrides
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Yes
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Track notes on collections
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Yes
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Customer History file for audit trail
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Yes
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Aging messages and buckets
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Yes
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Deposits within Sales Orders
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Yes
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Statements on the web for customers to view/pay
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No
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Combine customer accounts and retain customer histories
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Yes
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Customer global/mass changes
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Future
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Customer Job assignment and tracking
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Yes
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Customer Jobs with specific taxation for the selected Job
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Yes
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Email customer invoices and statements
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Yes
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Customer Contacts with email notification for invoicing and statement by Job
(Requires TransActPOS Information Server Module)
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Yes
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