Accounts Receivable

BMA’s Accounts Receivable system is a core module that allows you to maintain, track, and control how your customers are handled by the system. From how a customer is priced, to how you ship to themm, to what they see on their forms is all controlled via the accounts receivable module. Providing seamless integration with credit card processing and order confirmation via email enhances productivity. Customer sales history, payment history, open invoices, ageing, and notes are always available allowing you to make informed and timely decisions. The ability to assign multiple billing addresses, as well as multiple contacts and phone numbers increases efficiency by reducing the time it takes to handle your biggest and best accounts. You can determine by account whether an account is either a balance forward or an open item account. Additional efficiencies are gained with the ability to automatically apply payments utilizing multiple payment methods (cash, check, credit card).

Key Features

1. Maintain user notes on each customer that are date and time stamped.
2. Calculate due and discount dates based on the day of the month, number of days, or a specific date.
3. Indicate if this account: accepts back orders, ship complete only, is taxable, is to receive automatic e-mails, or is to be assessed late charges.
4. Provides for a one time setup of such customer information as billing and shipping address, price codes, terms code, credit limit, shipping method, salesperson, region, sales office, contacts, and e-mail addresses.
5. Ability to determine if and when a purchase order number is required.
6. Process full and partial payment of invoices.
7. Generate late charges on past due invoices.
8. Track historical sales, cost, and margin information by customer and month for any number of years.
9. Ensure accountability by attaching user’s ID to all transactions.
10. Drill down to view invoice details directly from accounts receivable.
11. Maintain “corporate accounts” with multiple billing addresses.
12. Generate recurring invoices on a weekly or monthly basis.
13. Apply payments and deposits from within order entry.
14. Track unapplied payments.
15. Payments can be automatically applied to the oldest invoices.
16. Process receivables by office location for multi-office companies.