Some shops permit certain customers to have a charge account with the shop. Without a method of tracking the outstanding balances, payments, and new charges, managing this task can be quite challenging. The Accounts Receivable module of R.O. Writer can provide a simple means of managing customer accounts.
The video below provides an overview of this functionality (in R.O. Writer 1.31).
It is important to decide who can allow customers to have charge accounts with the shop, and who has access to certain aspects of the accounts receivable information and capabilities and the options available in the different modules; see Security Levels and Passwords.
Toolbar and File Menu
The toolbar and the File menu provide access to the main functions of the Accounts Receivable module.
The File menu items provide access to the same functions as the toolbar.
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Click to view and edit a customer account, including adding charges. |
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Click to post payments received from customers to their account. |
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Click to generate customer statements. |
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Click to generate reports on account aging, transactions, open charges, finance charges, and payments. |
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Click to define the monthly finance charge rate, the time before finance charges apply, and the messages to include on statements. |
The topics in this section include: