Sage BusinessWorks Accounts Receivable Module – 800.475.1047 – Training – Consultant – Support – Reseller

Sage BusinessWorks Accounts Receivable Module – 800.475.1047 – Training – Consultant – Support – Reseller

Sage BusinessWorks Accounting helps bridge the gap between off the shelf entry level products and complex high end systems.  These modules are designed to grow with your business.

Manage your entire receivables process with the Sage BusinessWorks Accounts Receivable Module. Organize your system with customers’ emails, bill-to and ship-to addresses, month-end and year-end totals, open credits, current balances, last payment information and deposits. This module works in conjunction with the General Ledger Module, Order Entry Module, Job Cost Module, Custom Office Module and Cash Management Module in Sage BusinessWorks.

Maximum Limits in Sage BusinessWorks Accounts Receivable Module:

Customers: Unlimited

Standard Items: Unlimited

Invoices per Customer: 12,000

Recurring Invoices: 100

Sales Representatives: 250

Sales Tax Jurisdictions: 10,000

Line Items per Invoice: Unlimited

Sales Accounts per Invoice: 999

Sales Tax Jurisdictions per Invoice: 3

Months to Keep History: 60

Maximum Customer Balance: $99,999,999.99

Maximum Standard Item Price: $999,999.99

Maximum Amount per Invoice: $9,999,999.99

Characters (alphanumeric) in Customer ID: 12

Custom Fields per Customer: 5

Payment Terms: 99

Cash Accounts: 9

Digits on Invoice Number: 9

Characters in an Invoice Line Item Description: 950

Characters in a Standard Item Description: 84 (3 lines, 28 characters each)

Characters in Receipts Reference Field: 20

Instant Access to Important Information in Sage BusinessWorks Accounts Receivable Module:

  • Locate customer on an invoice number alone
  • Import customer information, standard items and invoices from a text file
  • Export Accounts Receivables
  • Posts to the Job Cost Module on a transaction-by-transaction basis

Form Features in Sage BusinessWorks Accounts Receivable Module:

  • Print invoices, credit memos, debit memos or statements on pre-printed forms or plain paper
  • Option to choose invoice format with the ability to customize

Simplified Maintenance Features in Sage BusinessWorks Accounts Receivable Module:

  • Maintains complete customer information
  • Create customers fast with Model Customer
  • Global changes to multiple customer records simultaneously
  • Categories for customers allowing for more precise reporting
  • Customization of customer records with up to 5 user-defined fields
  • Assign inventory item pricing to specific customers when used with Inventory Control Module
  • Place customers on credit hold until outstanding issues are resolved
  • Track cash sales and one time customers
  • Quickly locate customers, standard items and General Ledger accounts with the flexible search feature
  • Hide inactive customer records from search windows
  • Track discounts and due dates
  • Track sales by sales representatives, customers and sales account for drilled down reporting
  • Add customers on the fly
  • Set up alerts for customers that have reached or exceeded credit limit
  • Alerts for customers who owe or have an open invoice upon deletion
  • Warns of duplicate customers
  • Assign finance charge rates by customer or globally

Processing Features in Sage BusinessWorks Accounts Receivable Module:

  • Instant customer history lookup
  • Group payments into bank deposits
  • Apply credit and payments at the time of invoicing
  • Write off balanced during cash posting
  • Void previously entered payments
  • Post recurring invoices
  • Allowance of comments, misc. charges and labor charges on invoices
  • Enables discounts and sales tax application on a line-by-line basis
  • Exclude freight and tax during payment discount calculation
  • Track credit card payments from a customer
  • Automatically calculate sales tax on credit memos
  • Calculate finance charges with the ability to recalculate at the end of the month
  • Process customer statements on the screen any time
  • Print and reprint invoices, credit memos and debit memos
  • Credits and deposits can be applied to invoices, finance charges or as cash refunds
  • Email invoices and statements

Reporting Features in Sage BusinessWorks Accounts Receivable Module:

Aging

Bank Deposit

Business Graphics

Cash Flow

Credit Limit

Credit Memo

Customer Deposit

Customer History

Customer List

Customer Price List

Customer Statement – plain paper

Customer Statement – preprinted form

Customer Worksheet

Debit Memo

Delinquent Accounts

Detail Report

Finance Charge Calculation

Flash

Invoice – plain paper

Invoice – preprinted form

Invoice Detail

List of Recurring Invoices

Monthly Activity

Open Credit

Open Invoices

Payment Analysis

Sales Account List

Sales Analysis by Customer

Sales Analysis by Sales Account

Sales Analysis Report by Sales Rep

Sales Rep List

Sales Tax List

For more information on Sage BusinessWorks give one of our professional consultants a call 800.475.1047 www.jcscomputer.com

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

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