Accounts Receivable

Accounts Receivable

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