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Accounts Receivable

AR Month End

a checklist is provided with this documentation to assist you in the successful completion of the...

AR Reports

Customer Master List (Numeric) 1. Accounts receivable >3. reporting >1.customer listings ...

AR Year End

A/R YEAR END UPDATE ACCOUNTS RECEIVABLE >6. YEAR END PROCESSING >1. A/R YEAR END UPDATE ...

Cash Receipts Processing

Cash Receipts Input 1. ACCOUNTS RECEIVABLE > 4. TRANSACTION PROCESSING >5. CASH RECEIPTS ...

Customer Analysis

1. ACCOUNTS RECEIVABLE > 1. INQUIRY FUNCTIONS > 1. CUSTOMER ANALYSIS These screens will pr...

Customer Notes Inquiry

1. ACCOUNTS RECEIVABLE > 2. INQUIRY FUNCTIONS >3. CUSTOMER NOTES INQUIRY Enter in the cust...

Customer Notes Maintenance

1. ACCOUNTS RECEIVABLE > 1. DATA MAINTENANCE >6. CUSTOMER NOTES Providing that the note ty...

Customer Search

1. ACCOUNTS RECEIVABLE > 1. INQUIRY FUNCTIONS > 2. CUSTOMER SEARCH Enter in the customer n...

Data File Maintenance

Customer File Maintenance   1. ACCOUNT RECEIVABLE > 1. DATA MAINTENANCE > 1. CUSTOMERS &...

Loyalty Rewards Program

Loyalty Rewards Definition The new LOYALTY REWARDS program will allow you to offer and track po...

Move ROA Payment from one Customer to Another

(Note – this procedure has multiple steps so it is recommended that you do it only when you can r...

Setting Up Invoice Copies

COUNTERPOINT™ Provides a feature that allows you to set up the capture of a customers invoices fo...

Statements

If you have pre-printed statement forms, please use the statement run create option.  If your sta...

Transaction Processing

Transaction Input ACCOUNTS RECEIVABLE > 4. TRANSACTION PROCESSING > 1. TRANSACTION INPUT...