The Receivables Modules allow you to forecast expected revenue and provide detailed tracking of billing information, invoices, payments, statements and invoice credits. Full integration with the rest of the software ensures that your receivables adjust with the use of other modules.

The Invoicing Module allows you to work with individual invoices.The Payments Module facilitates the posting of payments to individual invoices.The Recurring Billing Module allows you to set up and generate recurrent billing.

Data Entry and Display Tabs

Totals Shows individual and summary charges.

Payments Shows payments received.

Services Shows services requested and performed.

Labor Shows technicians assigned and their time.

Materials Shows equipment and products.

Rates Shows a customer rate summary; choose technician or customer default rates for billing.

Customer Shows basic customer record information, account aging, and provides access to site directions, customer notes, and sales notes.

Invoices Displays a list of additional open invoices for the customer.

Service History Shows a full history of service calls and installation orders.

Special Features

• Full invoicing capabilities.
• Includes statements and past due notices.
• Order-based and independent invoice creation.
• Automatic update of account information, customer history, and sales journal.
• Full account aging.
• Automated invoice numbers or create your own.
• Use autotext entries for common services.
• Complete payment, deposit & credit tracking.
• Distribute payments among multiple invoices.
• Credit memos and payment & deposit receipts.
• Billing & payment histories.
• Set up automated recurring billing.
• Cost analysis.
• Add inventory on-the-fly.
• PO requirement flags and controls.
• COD tracking and shipping specifications.
• Data link for QuickBooks.

SMP/SME Modules:

• Customers
• Service and Install
• Inventory
• Receivables
• Knowledge Base
• Contacts and Sales
• Assets
• Utilities
• Defaults
• Dispatch Control
• Reports & Forms
• Webconnect Add-on
• SQLink Add-on
• Outlook Integration