Credit Accounts, Customer Statements and Accounts Receivable
Ways our customer credit account features can improve your business
Bill purchases to credit accounts
Allow customers to bill purchases to the credit accounts of their employers
Track credit account activity
Purchases billed to credit account are aggregated and visible by authorized user and by transaction
Manage A/R from your POS system
Generate and send out accounts receivable statements, post payments, adjust balances
Offer customer-based pricing
Set up special pricing by customer group or credit account
Credit Account Management
Offer and manage credit accounts to customers, including defining authorized users, setting credit limits and payment terms and the display of current balance and available credit. Credit account records display all charges to the accounts, payments on balances and authorized user activity.
Account Credit Limits
Set credit limits for each credit account. The front register displays current balance and available credit when paying via a credit account.
Front Register Bill to Account and Payments
Charge transactions to a credit account of an authorized user from the front register. Credit account front register screens display the current balances and remaining credit to help in decision making when ringing up transactions. Payments on account can be made from the front register using any available payment method.
Transaction Tracking by Credit Account or Authorized User
View each transaction made to a credit account by authorized users or view the monthly activity by each authorized user.
Quickly generate full page accounts receivable statements which can be printed or emailed to customer. Statements show charges and payments on balance. Add additional charges and adjustments can be made from the account record.
Credit Account Reports
The Transactions on Account report shows all transactions involving a credit account, including charges to credit accounts and payments on accounts. The Transactions Payments Audit can be filtered to display credit account transactions and payments over any date period.