Accounts receivable

AR transactions post straight to the ledger against the customer, the project and the tax code that apply, and every report drills back to the entry behind it.

• A flexible entry screen that takes a whole transaction — several accounts, several taxes, several payments — on one form.
• Any number of receivable accounts, not just one control account.
• Split a transaction across accounts, and split a payment across invoices.
• Assign a project or job to each line, so project reporting picks it up.
• Due date and tax worked out from the customer’s terms and tax code as you type.
• Tax included in the price or added on top, per customer.
• Reports you shape yourself: choose the columns, filter, sort by invoice or due date, number or customer, and subtotal on the sorted column.
• Aged receivables for every customer or a single one.
• An outstanding-balance report, a tax-collected report and a non-taxable report.
• Enter receipts against open invoices, in part or in full.
• Customer invoices print from a template you control, in the customer’s language.