Accounts Receivable
Accounts Receivable gives you tools to stay in touch with clients and on top of receivables to proactively manage your cash position.

Solid accounting capabilities make it simple to process cash receipts accurately and quickly. Automatically post payments to the oldest outstanding invoice or manually post individual invoices or items. Enter unapplied customer payments and miscellaneous job cost receipts all in one session. And easily issue debit and credit adjustments as needed.

Using integrated access tools, your receivables information is always immediately available. Interactive inquiries let you view stored information in seconds for quick lookups and over-the-phone answers. And customizable reports let you calculate and print information in any format you choose for in-depth receivables analysis.

Customer tracking
Track payments, credit histories, default billing information, rate tables, invoice formats, and more to maintain complete client profiles.

• Track multiple contacts and maintain a correspondence log.
• Define and label your own aging periods.
• Age balances by days or months, using the invoice date or due date.
• Track to-do's with a customer checklist.

Invoice entry
In addition to posting invoices automatically from Billing, you can also enter invoices directly into Accounts Receivable.

• Distribute invoices to cost types, add-ons, total billed, and more.
• Enter retainage for customers, contracts, or items as a flat amount or percent.
• Import invoices from other programs.

Cash receipt entry
Accounts Receivable can handle customer payments, miscellaneous payments and other cash receipts.

• Distribute payments as needed.
• Automatically or manually post payments to customers, invoices, and items.
• Post partial payments.

Receivable editing and adjustment
Easily edit and adjust invoices, cash receipts and other entries as needed.

• Adjust or write off billed amounts.
• Void invoices and maintain a record of voided invoices for audit purposes.
• Issue adjustments to invoices or customer accounts.
• Enter full or partial refunds.
• Reinstate voided billing invoices.

Inquiry and reporting
A few of the pre-designed inquiries and reports that come with Accounts Receivable include Last Invoice/Receipt, Activity by Contract, Cash Projection, Statement of Account Detail/Due Date, and several aging reports.

Additional features

• Customize cash receipts and invoice entry windows.
• Enter invoices to one company but apply cash receipts to another company for intercompany accounting.
• Add up to 250 custom fields to track additional information for customers, cash receipts, and other records.
• Use cost extras in receipt entry and receivable adjustment.
• Specify the report format for receivable adjustments and retainage invoices.