Customers and Customer Statements

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The Customers and Receivables system are used to enter customer data and record payments made to outstanding invoices. You can also run a series of customer statements and reports to help you identify outstanding or overdue invoices.

Here are some of the many features provided that help to manage the wide variety of customer information and activity:

 
Unlimited Ship To Addresses with Sold To/Ship To/Both Coding
 
Separate Sold To/Ship To Addresses for Complete Flexibility
 
Several Address Lines and Three Phone Numbers Per Customer
 
Store Type, Region, and Other Classification Data for Sales Reports
 
Enter Credit Limit Information for Sales Order and Accounts Receivable
 
Enter Two Default Tax Jurisdictions and Rates Per Customer
 
Multiple Price Levels Per Customer - Code, Markup, Discount, Range
 
Store Standard Retail Discount or Cost Markup Percentage
 
Maintain Overpayment Credit Balances for Each Customer
 
Enter Customer Comments and Customer History
 
Intelligent Search Dialog Makes Finding Any Customer Easy
 
Print Customer Data or Customized Mailing Labels
 
Apply User-Defined Finance Charges to Any or All Customers
 
Auto Dial feature for dialing a customer's phone number
 
Customer Active/Inactive Status
 
View Customer's previous purchase history
 
Enter Customer delivery and routing information

Customer Statements

The Print Customer Statements form is used to print out statements for all your customers. This form provides greater flexibility in the statements that you print and includes many options you can select when printing statements. These include:

 
Enter preference minimums for past due amount and invoice age
 
Customize dunning messages that print on the statements
 
Print statements with rolling balances or unpaid balances only
 
Print statements for invoices between different time periods
 
Select to print customers with zero or credit balances

Finance Charges

You can assess and apply finance charges to your customers' overdue invoices. With this system you can:

 
Enter company finance charge defaults or override defaults on the customer form
 
Set the annual percentage rate for finance charges, the system will calculate the daily rate
 
Set minimum amounts for finance charges
 
Automatically create finance charge invoices and post to GL
 
Choose which invoices you want to apply finance charges to or select them all
 

 

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Last Modified : 07/03/00 06:10 PM

Created by Boyd J Trimmell

Copyright 2001 - All rights reserved.

 

Business Information Management, Inc.

121 NE 52 Street Suite 201, Oklahoma City, OK

Business Information Management Online custom accounting software, business programming, web site design, creation, and hosting Partners

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