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.
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