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Service Pro: Clients and Accounts Receivable
Service Pro

Clients and Accounts Receivable supports the following functions:

  • Ability to add and maintain clients.
  • Client database features search by customer name.
  • Can use "master" and "sub" accounts, with ability to view all information for each sub, or view totals for master account.
  • Information on line includes address, main phone and contact name, sales tax information, salesman, notes, and year to date sales totals for current year.
  • Screens available for additional contact names & phones and notes.
  • On screen aging of open balances.
  • Shows age of invoices when paid, and high credit amount and date.
  • Aging reports can be run on demand, by detail or summary, and by salesperson or client.
  • Statements can be run on demand, for individual or all accounts.
  • Cash receipt payments can be posted by customer, invoice number or purchase order number.
  • Sales reports show all billings, cost, profit, and commission information, and can be sorted by date, period, department, salesperson, and/or customer.

For more information about Service Pro, please contact your local Service Partners sales representative.

 

 
  Service Pro
4 Overview
4 Clients and Accounts
Receivable
4 Proposals
4 Work Orders
4 Costing
4 Billing
4 Inventory
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