CPAAccounts Receivable

CPAAccounts Receivable offers a comprehensive sales entry and receivables system for managing the receivables of your client's business as well as the receivables of your own firm. As a component of our Accounting Suite, CPAAccounts Receivable is fully integrated with CPAClient Write-Up and, if desired, can be placed in the client's office. Payment options of CPAAccounts Receivable include Open Item to designate a specific amount to be applied to each invoice, or Balance Forward to have the system apply payment to the oldest balance. Invoice Inquiry allows a fast review of sales, invoices and deleted invoices on screen. Recurring charges may be set at any frequency desired, such as monthly, weekly or daily and Visual Account Receivable offers an unlimited number of payment terms, finance charge types and client classifications.

Features	Product Information
Sales & Invoice Entry	System Requirements Request Information

Additional features of CPAAccounts Receivable include:

Invoice and cash sales entered from one screen
Invoice entry with quantity and price - optional
Invoice entry with inventory items - optional
Recurring charges set up at any frequency desired
Finance charge options - percentage or flat fee
Credit limits for specified customers
Comprehensive tax calculations for state and local options. Tax exempt options for customers and inventory items
GL distribution displays for handy reference
Commissions calculated on sales amount or gross profit; at the point of sale or on collection of total amount
Unlimited number of payment terms, finance charge types and client classifications
User-defined shipping methods
Enter payments, debit memos, credit memos & write-offs
Payment options include:
- Open Item - designate a specific amount to be applied to each invoice
- Balance Forward - the system applies payment to the oldest balance
Customer activity can quickly be evaluated on screen
Invoice Inquiry allows a fast review of sales, invoices and deleted invoices on screen
Client Status provides up-to-date receivables information on any client
Account Inquiry offers a view of posted transactions for any specified time period
Reporting includes:
- Sales Journal, Sales History & High Sales
- Cash Receipts Journal
- GL Distribution
- Aged Trial Balance
- Customer Mailing Labels
- Commissions
- Sales Tax

Sales & Invoice Entry
Fast, flexible and easy-to-use, CPAAccounts Receivable offers a sales & invoice entry screen designed to quickly process payment information. Data is stored in a powerful Microsoft Access database.

	Products