Accounts Receivable

Accounts Receivble

Maintaining accurate and detailed information on your customers and outstanding receivables is vital for any business. Voyager provides a robust customer and receivables system that helps you to know your customers inside and out. Record unlimited contact names and numbers for each customer, enter default payment and sales information and log customer calls. You can also set specific pricing for each customer for all or individual inventory items. View a customer’s previous sales history and apply finance charges to overdue invoices. Use our receivables function to view current and overdue invoices and apply payments to invoices. Our customer statements let you control how statements are printed.

Central to the Accounts Receivable system is the fact that the system is a real time system. Any activity involving a customer is instantaneously updated across the organization. If you are using the Point of Sales module you have the option of updating the customer in retail time or at a user-defined time interval.

Customer pricing has multiple schemes, from fixed pricing levels (ie. Price level A,B,C,D); special pricing groups which gives unlimited grouping; time period, mark up; mark downs; new price; percent up or down on selling pricing; percent up or down on cost; and dollar up or down on price and cost. The system also incorporates promotions which are the same as special pricing but are time sensitive.

Customer Statements

Voyager supports both open item and balance forward statements. You also have the choice of showing a separate payments section on the statement as well as dunning messages. Other options would include – printing statements for customers with balances, printing statements for customers with activity but outstanding balances, or printing all customers flagged as statement customers.

Voyager allows you to setup user-defined Finance Charges with such options as charge only if X days past due, minimum charge, percentage, and minimum balance. The system lets you apply finance charges for all or selected customers, automatically calculate and create finance charge invoices, preview finance charges before being applied, and optionally post to general ledger as each invoice is created.

Finance charges

Voyager allows you to setup user-defined Finance Charges with such options as charge only if X days past due, minimum charge, percentage, and minimum balance. The system lets you apply finance charges for all or selected customers, automatically calculate and create finance charge invoices, preview finance charges before being applied, and optionally post to general ledger as each invoice is created.

The visual Accounts Receivable screen lets you view each customer’s account, view each invoice and its details, change the invoice if required, and print the aging report in either detail or summary formats.

 

Customer Reports:

  • Customer Purchases Report
  • Customer Type Report
  • Customer Profitability
  • Customer Discount Analysis
  • Mailing Labels
  • Phones lists
  • Customer Loyalty Report
  • Export List
  • Aged Receivable Sub ledger