Category Archives: Receivables

Assess finance charges

Use this function to do 3 things: Generate finance charges, clear finance charges, and view your history of finance charges


Keep track of A/R balances

Use this audit function to see accounts receivable balances for any date — for example if you need to reestablish a starting balance as of a certain date


Run 3 daily register reports at once

Monitor your posted transactions daily with these reports — or check on unposted transactions and other time periods


Provide resources with billing reports

Provide resources with billing reports instead of invoices to see what they can expect to be paid for work they have done


Handle non-cash transactions

Keep your RB ledger accurate by including all types of transactions beyond payments — such as bounced checks, refunds, and miscellaneous receipts


Apply payments to outstanding invoices

Whether a client is paying for one invoice or multiple invoices with one check, apply the payment correctly — including making adjustments for overpayments and fees