Business Information Management, Inc. - Office Programming

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Accounting
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The Customers and Receivables system are used to enter customer data and record payments made to outstanding invoices. You can also run a series of customer statements and reports to help you identify outstanding or overdue invoices.

Here are some of the many features provided that help to manage the wide variety of customer information and activity:

Unlimited Ship To Addresses with Sold To/Ship To/Both Coding

Separate Sold To/Ship To Addresses for Complete Flexibility

Several Address Lines and Three Phone Numbers Per Customer

Store Type, Region, and Other Classification Data for Sales Reports

Enter Credit Limit Information for Sales Order and Accounts Receivable

Enter Two Default Tax Jurisdictions and Rates Per Customer

Multiple Price Levels Per Customer - Code, Markup, Discount, Range

Store Standard Retail Discount or Cost Markup Percentage

Maintain Overpayment Credit Balances for Each Customer

Enter Customer Comments and Customer History

Intelligent Search Dialog Makes Finding Any Customer Easy

Print Customer Data or Customized Mailing Labels

Apply User-Defined Finance Charges to Any or All Customers

Auto Dial feature for dialing a customer's phone number

Customer Active/Inactive Status

View Customer's previous purchase history

Enter Customer delivery and routing information

Customer Statements

The Print Customer Statements form is used to print out statements for all your customers. This form provides greater flexibility in the statements that you print and includes many options you can select when printing statements. These include:

Enter preference minimums for past due amount and invoice age

Customize dunning messages that print on the statements

Print statements with rolling balances or unpaid balances only

Print statements for invoices between different time periods

Select to print customers with zero or credit balances

Finance Charges

You can assess and apply finance charges to your customers' overdue invoices. With this system you can:

Enter company finance charge defaults or override defaults on the customer form

Set the annual percentage rate for finance charges, the system will calculate the daily rate

Set minimum amounts for finance charges

Automatically create finance charge invoices and post to GL

Choose which invoices you want to apply finance charges to or select them all