Customer Maintenance
Credit cards are charged more frequently in businesses today than everbefore. The Accounts Receivable enhancements in Version 4.1 willinclude the option of specifying a credit card as the default paymenttype for customers. What’s more, you’ll be able to view AccountsReceivable history by period for both current and previous years, givingyou access to detailed customer history and valuable insights intocyclical buying patterns. And finally, the ability to rapidly create newcustomers using the automatic numbering feature will enable you tosimply press a button to assign the “next” customer number.

Customer Inquiry
The Item Pricing inquiry has been added to the Customer Inquiryoption. This customer-requested enhancement will allow you toquickly look up a customer’s price when price levels are utilized,without ever leaving Customer Inquiry and without having to grantsecurity access to the Inventory Inquiry menu.Additionally, the Open Invoice Inquiry will feature a new option toinclude or exclude customers with a zero balance.Now, with Version 4.1, a new dynamically generated aging bucket isincluded in the Customer Credit History lookup from Sales Order Entry.This calculation is performed instantly for the selected customer, givingorder entry operators an up-to-the-minute picture of their customer’sunpaid invoices.

Credit Checking
Tremendous flexibility and power has been added to customer creditlimit checking, including selections for Never, Dollar Limit, AgingCategory, or Both within AR Options under Credit Limit Checking. TheDollar Limit option functions just as credit limit checking did before,comparing a customer’s balance to the credit limit indicated for thatparticular customer. The new Aging Category option allows you toselect an aging category that will be used when considering acustomer’s credit limit. For example, if you set the Aging Category to90+ days, only balances in this aging bucket will be used to determineif a customer has exceeded their credit limit.

Repetitive Invoice Copy
If you have billings that are the same for several customers, you’llbenefit from a new feature that allows you to copy a repetitive invoicefrom one customer to another.

Comments in Cash Receipts
Add comment lines in Cash Receipts Entry. This highly requestedfeature allows you to record notes and clarifications, which will proveuseful in the collection process.

Smart Discounts
If your company offers terms discounts to prompt-paying customers,you may cringe every time a customer statement includes an expireddiscount. In Version 4.1, a new option during statement printingallows you to display and print discounts based on the statement date,effectively excluding invoices outside of the discount date.

Purging
A new purge option in Accounts Receivable allows you to remove onlydeleted invoices from the Invoice History file. In addition, the Sales TaxFile purge adds the option of removing sales tax history by Tax Code.see back for Global EnhancementsMore detailed customer history and the ability to more easilyforecast purchasing trends is available from within theCustomer Maintenance screen.