Customer Accounts

As invoices are raised against each customer, the customers credit worthiness and dollar limit is checked before the sale can be concluded. The operator may be given authorisation to over ride this control or convert the sale to a cash sale. If a credit note needs to be raised, then the original invoice information can be loaded to the credit note by the system, ensuring that the credit is to the correct account, and that the correct goods and sale prices are used.

Account receipts are entered against the debtor and when at head office, they can be (automatically) allocated against the debtors outstanding balance, and the operator is given the chance to review any credit stop placed on the account.

Naturally, any central billing and branch delivery arrangements required by your customers can be accommodated by the system, as can the diverse pricing arrangements down to the level of pricing particular products for particular customers.

Customer (and cash) sales and receipt data is accumulated for automated posting to the Sales Journal and Receipts Journal for General Ledger input on a monthly accrual basis.