|
(866) 617-8183
|
|
COUNTERPOINT
SQL ENTERPRISE
|
|
SUCCESS STORY:
|
"Over the years, I've recommended Counterpoint to everyone I know in the industry. This software is very comprehensive and user friendly. Overall, it’s difficult to articulate everything this system has done for this company!”
-Feed & Pet Supply Store, Santa Clarita, CA
|
|
|
SUBSCRIBE
to our Retail newsletter:
|
|
 |
RECEIVABLES
Just
charge it!
Complete customer tracking is an integral part of the
CounterPoint Base System.
Add charge
sales, receivables tracking, cash receipt processing,
account aging, and statement printing.
The Receivables
Option supplements Customers functions by adding charge
sales, receivables tracking, cash receipts processing,
account aging, and statement printing.
Customer Accounts
Charge
customers are open-item type accounts. Customer terms
and prompt payment discounts may be based on a number of
days ("net 30" or "2% 10, net 30"), or proximo terms based
on a specific day of the month ("2% 10th, net 30th").
Credit Limits and Controls
Credit limits
ensure that customers do not exceed management's guidelines
for open credit. For a charge sale, the customer's credit
limit is checked, and only authorized users may override the
credit limit.
Statements
Statements are
normally printed as part of a month-end process. Statements
may be limited to customers within particular statement
groups and/or to customers with particular minimum balances
and past due statuses.
A standard
statement form may be printed, or the statement format may
be customized with Crystal Reports Designer (purchased
separately). Customer information, activity detail of
invoices and payments, aging, and dunning notices are
printed on the standard statement form.
Cash Receipts
When entering
cash receipts, a customer's payment may be applied to an
individual document or automatically applied to any unpaid
documents (starting with the oldest documents). Open item
detail may be viewed on screen.
You may
revise prior cash receipts by reapplying A/R documents so
you can, for example, change the amount previously applied
to an invoice.
Valid
discounts are calculated automatically, and writeoffs are
allowed. Discounts and writeoffs can be charged to the
default G/L account or to any valid G/L account.
Authorized
users can accept cash, check, credit card, or debit card
payments on a customer's A/R account from ticket entry.
Debit/Credit Memos
Customer
Adjustments allow simplified processing of back-office debit
and credit memos that are not appropriate for Point of Sale
processing. Adjustment documents may be self-applied, open,
or may be applied to an existing document.
Aging
Up to five aging
periods may be defined, along with a number of days (such as
30, 60, 90, etc.). Documents may be aged by invoice date or
by due date. Statements and the Aging report allow aging by
number of days, as well as for a specific range of dates,
and provide separate totals for debit and credit amounts.
You can view
a customer's current aging or the aging that was printed on
the last statement.
The Aging
report provides an aging summary per customer, or the
complete document detail, and allows selection of just those
customers with high balances and/or past due accounts. The
Aging report may be printed in order by customer number,
name, or sales rep.
|
)
)
)
)