The Accounts Receivable module allows you to track who owes your company money. This module is updated every time you do a transfer from Deals to History.

The [Account List] tab shows a spreadsheet grid of all the open accounts and their current balances as well as due dates, payment amounts and more information if you scroll to the right. The Small lookup box on the left of the screen allow you to find the customer by any part of their name or their account number, which is also the same as the deal number in history. The account number also ties the payment and expense details to this account.

The large note field on the right of the account list allows you to type in notes that relate to the selected client, they will also print on reports but not there receipts or statements.

The status dropdown field will allow you to designate the customer account as a Repo, Due for repo, Totaled unit, Factor account and several other filters that will help you sort your account list.

The [Track] Checkbox and [Due in] Date field will allow you to tag certain accounts that you want to track, i.e. customer says they will be in on Friday to pay.

The [Tag P/U] checkbox will allow you to notify the casheir that the customer plates are in. The [Ins Lapse] checkboxes allow you to tag accounts that have had a lapse in insurance.

The [Renewal Date] field applies to the customer insurance renewal data.

The [Automatic Card Billing] checkbox allows you to tag this client for billing via Credit/Debit/Draft on their due dates.

If you need more information, you can click the [Customer Data] or [Deal Data] tabs once you have selected the desired customer account.

The [Customer Data] tab gets the information from that customer's deal screen. If any of that data is wrong or inaccurate, you can correct it here.

The Deal Data Screen maintains all the related information for that customer and the agreement you have with them. Their payment schedule, balances, and last paymant date are stored here.

The Archived tab contains a list of all accounts that you have archived or removed from current accounts. You can allways restore these accounts and their payment histories are saved.

The Contracts tab contains a list of accounts that have been sent to funding sources and you are waiting for payment.

When you customer makes a payment, you click on the Payment button in the lower part of the screen. This will update their information and show you their current balances as well as the detail in the grid on the lower left of the screen.

** You can also type notes on the grid, but remember they will show up on their Receipt. If you want to keep notes for the customer, but not let them be seen, select the customer and then click on the Notes tab. You can then enter any notes, i.e. Customer said "I am coming in on Friday to make a payment"

The Reports Button allows you to select from a list of reports that can print a list of all accounts that have not made a payment within the time of their agreement with you, standard account reports, repo forms etc.

The Payment button will allow you to accept payment on an account.

The Receipt button will print a small receipt that only shows todays transactions for the selected account.

The Statement button will print a complete statement for the customer.

The Service button allows you to view any of the services or we-owes for the selected customer.

The Status button will call up the module that allows you to view and analyze your accounts by the status, ie. repo, pending repo factored, etc.

The Amortize button will bring up the amortization screen for this account and let you print coupons or reports.

The History button will allow you to print payment histories for the selected account or all accounts.

The Aging button will allow you to see a complete anticipated payment spread on the selected account.