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 3 reports …

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 …