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Maintaining accurate and
detailed information on your customers and outstanding receivables is vital
for any business. Business! provides a robust customer and receivables
system that helps you to know your customers inside and out. Record
unlimited contact names and numbers for each customer, enter delivery
routes, default payment and sales information and log customer calls.
Use our receivables function
to view current and overdue invoices and pay one or multiple invoices. Our
powerful Customer Statements module lets you setup, manage, and print
customer statements.
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Customers Screenshots (click image to
enlarge) |
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*Some screenshots may represent features
only support in Business! Professional Edition. |
Core Features
- Enter Your Own Customer Numbers or Use Auto Sequential Numbering
- Set Address Types as Ship To, Bill To, Both or Quote
- Unlimited Ship To Addresses for Each Bill To and Vice Versa
- Mini contact manager lets you record customer notes, contact log and follow-up calls including dates and times
- Enter Unlimited Contacts Per Customer Including Name, Phone, Email, Fax and More
- Enter Default Sales Information to Auto Prefill on Sales Orders and Invoices
- Enter Delivery Route Information Including Driving Directions
- Set Default Payment Methods
- View Customer Credit Limit and Current Credit Balance
- Set Up to Two Default Tax Jurisdictions and Rates for Each Customer or Tax Exempt
- Place Customer on Credit Hold for Notification During Order Entry
- Set Up to Two Pricing Levels for Inventory Items - Range,
Discount, Markup, Retail, First, Last and Pick
- Enter Customer Item
Numbers for each of your Inventory items
- Contact Log Lets You Record All Interaction with a Customer - Phone Calls, Support, Purchases, Complaints and Checklist for Follow Up Calls
- View and Print a Customer's Prior Sales History including Amounts Paid and Balances Due
- Easily Duplicate a Customer
- Set Customers as Active or Inactive
- Set User Defined Finance Charge Processing Options - Days Past Due, Min Charge, Percentage, Min. Balance and More
- Apply Finance Charges for All or Selected Customers
Pro Edition Features
Business! Professional Edition includes the
following additional features/functions:
- Archive and Delete Unused Customers
- Create Custom Pricing for Each Item in
Inventory for a Customer
- Use Special Date/Time-based Pricing for a
Customer
- Enter and Manage Merchant Credit Card Accounts
Including Discount Types and Rate and Statement Histories
- Easily Reconcile Payments Made by Credit Card
and Create Deposits
- Credit Card Reconciliation Form Displays
Charges Outstanding, Gross, and Net Amounts
Receivables
- Set Date Range for Displaying Outstanding Invoices
- Set Aging Date to Calculate Length of Time Overdue
- Display Unpaid, Paid or All Invoices for Each Customer or All Customers
- View Customers by Name or Company, With or Without Balances
- View Total Amount, Total Paid and Total Receivable for Each Invoice, Including Credit Balances
- Automatically Calculates Total Amounts Due and Paid to Date as well as Aging Status – Current, Over 30, Over 60, Over 90
- Displays Credit Limit and Available Balance
- Change the Aging Date to Perform Forecast Scenarios
- Press the Invoice Button to Instantly View or Modify the Invoice
- Print Customer Statements and Dunning Letters
- Enter a Single Payment and Quickly Pay Multiple Invoices
- Apply Zero Payment Credits
- Automatically Allocate Payments from Oldest to Newest Invoice
- Apply Unused Credit Balances Towards Outstanding Balances
- Handles all GL Transactions
- Records Payments on Individual Invoice Payment Sections
- Print All or Selected Receivables from Visual Receipts
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Business! Accounting Software:
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Works with Access 2003, XP, 2000
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Includes source code
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Includes Getting Started Tech Support
Plan
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