The BIS^® Accounts Receivable module automatically updates the Job Cost reports, Billing History, Customer Ledgers, Sales Journal, General Ledgers, and Financial Statements. The AR module easily produces and keeps track of invoices, including retention. The aging report can be printed for a range of customers, and jobs including retroactive aging.

Accounts Receivable Sample Screen

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• Each transaction entry automatically updates the General Ledger, Financial Statements, Sales Journal, Cash Receipts Journal, General Journal, Job Cost, Customer History, and Inventory through Builder's one button accounting feature
• Maintains the balance due, allowing you to identify overdue customer accounts and accounts that have exceeded the credit limit
• Handles either balance forward or open item customer account methods Customer deposits
• Customer Refunds on over paid invoices
• Prints invoices and automatically posts cost of goods and cash received "Zoom" feature allows instant selection of unpaid invoices by customer or date
• Provides nine customer discount levels which interact with up to seven inventory discount levels, allowing for flexible pricing and customer management
• Provides sixty two sales tax codes
• Provides separate journal for each accounts receivable account Customer numbers are user definable and include up to ten alphanumeric characters
• Automatic recurring billing (BIS^® Professional and Enterprise)
• User Definable Fields (BIS^® Professional and Enterprise)

Accounts Receivable Reports

• Customer File Summary, Detail, Extended , Contacts, Ship-to-address or Udf
• Customer Labels – 10 pre-defined Avery^® continuous or laser labels
• Sales Orders Laser, Laser Computer, or Continuous
• Open Order List Summary, Detail, or Extended
• Back Order List Summary, Detail, or Extended
• Inventory on Order Summary or Detail
• Inventory on Back Order Summary or Detail
• Sales Invoices Laser, Laser Computer, or Continuous
• Contract Invoices Laser, Laser Computer, or Continuous
• Debit Memos Laser, Laser Computer, or Continuous
• Credit Memos Laser, Laser Computer, or Continuous
• Interest Invoices Laser, Laser Computer, or Continuous
• Sales Journal (Accounts Receivables) Summary, Detail, or Continuous with or without cost and gross margins
• Invoice List Summary or Detail
• Applied Deposits Journal Summary or Detail
• Applied Deposits List
• Recurring Billing Groups Summary or Detail
• Recurring Orders Summary or Detail
• Customer Ledger Summary or Detail
• Customer Aging Summary or Detail
• Job Aging Summary or Detail
• Customer Deposits Summary or Detail
• Customer Payments Summary or Detail
• Customer Refunds Summary or Detail
• Sales Analysis by Sales Person Summary, Detail, or Extended
• Sales Analysis by Inventory Item Summary or Detail
• Sales Analysis by Report Code Summary or Detail
• Sales Analysis by Sales Tax Code Summary or Detail
• Sales Analysis by Oversold Inventory
• Sales Analysis by Job Summary or Detail
• Customer Billing Statements

Accounts Receivable Sample Reports

Hyperlinks fields as shown on the following sample report preview screens can be disable when printing, exporting, or emailing reports.

Click the screenshot for a larger image.

Click the screenshot for a larger image.

Click the screenshot for a larger image.

Click the screenshot for a larger image.