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AR Overview

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Overview

The Accounts Receivable module provides a comprehensive system for creating and maintaining all information pertinent to recording and tracking customer data, invoices and balances. Here are a few AR features:

  • Allows users to search for invoices by multiple methods, including by invoice number, customer number or customer name.
  • Accommodates multiple line items and multiple revenue distributions for each invoice.
  • Allows user to set up and make use of recurring invoices.
  • Provides analysis of invoice information by department, activity, items/services, age, etc.
  • Creates statements for new invoices as processed and includes option to provide customers with regular statements, regardless of account activity.
  • Prints statements from history for a single invoice or range of transactions.
  • Allows user to set up and use individual billing types to allocate revenue to various GL accounts.
  • Provides exhaustive transaction history of customer accounts including aged balances.
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