Automated Invoicing: Sales orders automatically generate invoices, without re-keying and re-work, based on your shipment or vouching rules.
A/R Dashboard: Crystal clear dashboards show customers, the aging of their invoices, and amount due including currently and for 30, 60, 90 or more days out.
Receive Payment: Receive payments, including partial payment, against invoices for visibility into which line items, groups of line items, and full invoices have been paid.
Quickened Collections: Simply generate and send past-due statements for collection. Filter accounts by age, amount, and customer to identify the most outstanding.
Custom Document Delivery: Choose how the customer and its representatives receive documents like invoices and statements – including by EDI integration, email, fax, or physical document.
Payment Deposit: Track A/R receipts alongside their corresponding bank statements to keep a firmer grasp on bottom lines and revenue sources.
Robust Reporting: Several dozen reports on Accounts Receivable include information on booked sales, A/R aging, profitability, sales, and much more.
Pro Forma Invoicing: Take full control with invoices scheduled and sent for any date you choose, including before shipment for customers who require it.
Integrated Cost Centers: Provide enterprise customers the spend management tools they require. Spend is managed by department with invoicing assigned to separate budgets.
Consolidated Invoicing: One customer with multiple orders? Combine line items from multiple sales orders onto a single invoice to simplify billing.
Simplified Program Management: Seamlessly manage customer programs and storefronts by defining automatically applied rules for invoicing, parties, consolidation, sequencing and more.
Credit Limit Enforcement:Limit A/R exposure by defining and managing credit limits for customers. Automated credit limit enforcement is integrated with CRM.
Gift Certificates: Generate and deliver gift certificates that customers can consume as a payment method against a sales order or invoice.