Accounts Receivable

Overview

The Shafer's Accounts Receivable Module may be purchased as a standalone module or as part of Shafer's Integrated Accounting Package, which includes General Ledger, Accounts Payable, Payroll, and more. If purchased as part of a package, integration with other modules is automatic and requires no additional setup. Accounts Receivable within the service industry is processed easier with the many features we provide--features not found in most off-the-shelf products. This is due to our extensive expertise in the service industry.

Our Customer Master Account system gives you flexibility by allowing you to setup the most pertinent fields to match your current operating procedures. This includes such items as billing terms, sales classes, and customer types, just to name a few. There is also no limit to the number of customer accounts you may setup. Bill-To/Mail-To addresses may be defined within each customer master file. Any number of tenants may be setup and can be accessed easily directly from the master record itself. Multiple job location addresses may also be established. Customer letters and correspondence can be generated and maintained directly within each customer master file which provides easy accessibility as well as a great history of what has been sent to the customer. Our Folder Format will give a clear picture of everything else related to customer.

Our billing invoice screens are automatically formatted to make data input simple for the operator and validates the database on the specific type of billing. The majority of billings are from service dispatch or job costing so most of the information is imported directly to the invoice. Our "what you see is what you get" (WYSIWYG) approach to creating an invoice will allow your company to print invoices complementary to its own procedures and billing type preferences. Shafer's billing provides separate input components for labor, material and other charges. Our Cash Receipts entry will allow you to apply payments and write off interest or bad debts with ease. Open deposits and credits can be applied to invoices and any miscellaneous income can be entered directly to ledger accounts. Calculate interest charges for all accounts or only selected accounts. And, when everything is said and done, Shafer's Accounts Receivable Reporting Options provide you with five different categories to choose from, enabling you to print that perfect report. Collection, aging, forecasted revenue and customer profitability reports all await you. So what are you waiting for?