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Automatic printing of |
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Statements |
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Aged
Accounts Receivable Report
(summary or detail format) |
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Mailing
labels |
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Customer
listings by: customer number,
customer name (alphabetical),
customer class, and salesman. |
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Overdue
Customer Report |
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Cash
Projections Report |
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Cash
Receipts Journal |
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Customer Credit Notification:
System notifies you, at
point of order entry, when
customers are on credit
hold, over credit limit,
or past due. |
| Automatic
updating by Retail Point-of-Sale.
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| Both open
item and balance forward
accounting. |
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Immediate access to customer
account activity: |
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Through CRT (screen) or
printer. |
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Multiple
retrieval methods including:
customer number, customer
shortname, or customer search
option. |
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A/R
lookup by invoice number. |
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Cash receipts easily applied: |
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Automatically to oldest
invoices, or |
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To
user-selected invoices,
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On
account |
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Optional A/R "Quick
Processing": Alternative
way to enter opening A/R
balances - quick batch A/R
entry that allows split
invoices and offers edit
function. |
| Sales
and Profit Analysis: Period-to-date,
year-to-date, and previous
year sales and profit analysis
by customer for stock, direct,
and special items. |
| Customer
A/R activity automatically
tracked: Date account opened,
date of last sale, high
credit, average payment
days. |
| Deferred
billing capability. |
| Special
terms processing: includes
prox terms, discount terms,
and split terms. |
| Time
Payment plans (installment)
for retail customers - system
automatically calculates
finance charges and generates
invoices each month. |
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| Statements:
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TRACS statements can be
automatically faxed to your
customers. Faxing statements
eliminates the expense of
preprinted statement forms,
envelopes, and postage plus
the time and energy required
to mail. |
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Your
cash flow is improved by
the immediate delivery of
statements and the sense
of urgency felt from receiving
a fax vs. standard mail.
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Usually
faxes are sent at night
when phone rates are less,
any faxes not transmitted
will appear on an exception
report. |
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The
system uses an electronic
image of your statement
that is combined with printing
detail so your customers
receive an exact duplicate
of your familiar statement.
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Invoices: |
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No need to wait to get paid!
You can immediately fax
invoice reprints to your
customers to resolve questions
fast. |
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