Accounting: Accounts Receivable

The Accounts Receivable system serves as a marketing, sales contact, and document management tool, as well as a means of managing receivable accounts.

The client database contains sales information for tracking prospects from the first point of contact to the close of a contract and completion of a job. Client Documents includes standard sales letters, notifications and other client related forms.

Accounts Receivable Reports Manage your receivables more effectively and generate better cash flow with these reports. Receivable List Receivable Liens Receivable Contracts Receivable Invoice List Invoice Aging Accounts Receivable Aging Receivable Journal Receivable Income Cash Receipts Receivable Ledger Receivable Call Sheet Call Sheet Aging Client List Client Documents Job Documents Statements Overdue Reminders Pre-Lien Notices Sales Tax Report

You can use Form Design to customize invoices, statements, overdue reminders, and other documents with as many different formats as your company needs.

Statements and other documents contain full contract summaries. You can add any information from the job or client databases to these documents.

Call sheets and agings are also available for efficient collection management and processing.

You can produce aging reports at any time, which can be 'as of' the end of any prior fiscal period to match financial reports for the same period.

Four special billing options are available for Accounts Receivable — Progress Billing, Unitary Billing, Loan Draws, and Time and Materials Billing.