Accounts Receivable

Customer Management

Quickly access customer & vehicle information, Sales/Invoice History and Charge/Payment history from the Customer screen. Drill Down options allow customer look-up by any title option – Name, City, Type, etc.

Customer Type and Price Schedule may be assigned in the Customer Data file to be automatically accessed when creating a work order. Store personnel is not required to remember how a customer is defined (separate price schedule or resale customer etc).


Customer Credit Management

Supervisor access allows for quick and easy set-up of Charge Account Customers, defining Credit Limits, terms codes, PO requirements, etc. Supervisor may define COD status at a later date. 

Other features include Real time Customer Aging, enforced Credit Limits, enforced COD, client defined Terms Codes, and Customer Statements.