Accounts Receivable is made powerful with Cougar Mountain’s attention to the important details. This module allows you to set up customer information and then find it by name, customer number, phone number or company name using our fast look ups. Retain history of customer charges and payments and make extensive notes on customers. With Accounts Receivable you can assign credit limits to customers and warnings will appear when an order is entered that would exceed those limits. Provide all the details your customers need on easy-to-read statements.
Customer master window displays needed information including customer notes, charges, payments, YTD amounts and last transaction amounts
Enter an unlimited number of customers and transactions
AR Customer Statement identifies the details of payments being applied to invoices, even those that have already been purged from the AR Statement
Define a special discount when receiving payments, and retain histories of customer charges and payments to establish credit ratings or total value of a customer
Apply one payment to as many as 250 invoices
Print any message – upcoming sales, special greetings and promotions - on statements
There are many different reports available in Accounts Receivable, and each has many options, making it easy to find the information you’re looking for. Use the links in this section for an overview and sample of each report. We also recommend printing samples of each report, and using those that meet the needs of your business.
Accounts Receivable Customer Reports
Customer Quick List -- Use this report any time you need a general list of customer names or numbers. For example, perhaps you want to assign customers to your sales team based on alphabetical order, customer number, or one of the other sort options. The AR Customer Quick List can be printed for all customers or a range of customers. Other selection parameters include customer name, customer number, customer type, and any of the established User-Defined Fields.
Customer Labels -- Select this option to create mailing labels for Accounts Receivable customers. The labels print for all customers or a range of customers, or for a specified AR Code group.
Customer Master -- Print this report for customer records for the sales staff or for archival information. This report includes general, financial, last charge, status, and total due information, as well as User-Defined Fields, if you have chosen to include them.
Customer Statements -- You can print customer statements at any time during an accounting period. If you choose to print statements, you can do so for all customers, a range of customers, or customers with a specific AR Code. To exclude customers with a balance of zero, select the Skip Zero Balances check box.
