The Accounts Receivable system serves as a marketing, sales contact, and document control tool, as well as a means of managing receivable accounts. The client database contains sales information for tracking prospects from the first point of contact to the close of a contract and completion of a job.

Add a professional and personalized touch to your Accounts Receivable functionality by using Form Design in to customize invoices, statements, overdue reminders, and other documents with as many different formats as your company needs.

Statements and other documents contain full contract summaries. You can add any information from the job or client databases to these documents.

Call sheets and agings are also available for efficient collection management and processing. You can produce aging reports at any time, which can be 'as of' the end of any prior fiscal period to match financial reports for the same period.

Choose from several construction-specific billing methods available for Accounts Receivable — including progress billing (AIA format), time and materials, contract, milestone, unitary, and loan draws – to match work performed with the fastest and most appropriate invoice method.

Accounts Receivable Reports
Manage your receivables more effectively and generate better cash flow with these reports. Take advantage of the report drill-down capability to navigate to the numbers and background detail behind the scene. You can also update the information in real time for accurate, up-to-the-minute analysis.

Report Features

• Receivable List
• Receivable Liens
• Receivable Contracts
• Receivable Invoice List
• Invoice Aging
• Accounts Receivable Aging
• Receivable Journal
• Receivable Income
• Cash Receipts
• Receivable Ledger
• Receivable Call Sheet
• Call Sheet Aging
• Client List
• Client Documents
• Job Documents
• Statements
• Overdue Reminders
• Pre-Lien Notices
• Sales Tax Report