Accounts Receivable
Customer account management software
Accounts Receivable allows you to manage your customer’s accounts with a simple to use interface that is flexible while satisfying the needs for an audit trail and proper accounting.
Features
Invoice Analysis
- Inquiry displays customer’s open A/R balance and payment history
- Customer billing groups for “corporate” chain type billing management
- Drill down into the data from an invoice to see product detail
- Estimated cash flow analysis reporting
Flexible Options
- Supports foreign currency and exchange rates
- Easy cash receipt entry with a wide variety of entry options
- Process multiple open batches of cash receipts at the same time
- Credit card processing
Unlimited Data
- Enter miscellaneous charges outside of order entry
- Print, fax, or email statements
Manage all of your accounts in one place with Canopy’s Accounts Receivable software
Manage your customer accounts and set up an unlimited number of statement types, term codes, credit statuses, and customer classes. Age your receivables weekly, monthly, semi-monthly, or create your own aging types. The Age analysis can be run by a variety of criteria, including delinquent customers, a specific customer class, or by salesperson.
Trigger late charges, if desired, and quickly manage customer credit. Indicate when to place an order or customer on hold based on predefined limits. Print, fax, or email customer statements.
Flexible Cash Receipts function to post cash received via a variety of easy methods. Combine the A/R together for chain customers and enter a payment that affects multiple customers. Make debit or credit adjustments, NSF checks, or post a payment with credit card processing.