The Sybiz Vision Accounts Receivable module gives you control over your debtors and provides comprehensive reporting facilities, making it easy to follow up slow payers and minimise bad debts

Features of the Sybiz Vision Accounts Receivable module include:

• comprehensive sales analysis
• automated quote/sales order/delivery/invoice processing
• seamless conversion of quotes into orders, deliveries or invoices (with the Sybiz Vision Sales Order module)
• backorder reporting
• credit limit warnings for potentially difficult accounts (which enables you to disallow processing prior to accounts becoming a problem)
• support for foreign customers and foreign currencies

 

Accounts Receivable benefits include:

Automated periodic billing

With Sybiz Vision Accounts Receivable you can specify contract periods, design recurring invoice templates or simply set up base amounts to be charged to customers periodically. Every time the amount is due the system will automatically charge the client. It’s intuitive billing software!

Credit notification

Sybiz Vision Accounts Receivable will alert you to difficult accounts throughout the accounts receivable processing cycle and give you options to minimise your exposure, such as preventing deliveries to the account.

Quoting module

With Sybiz Vision Accounts Receivable you can email and print quotes. When a quote is approved, save time and preserve the accuracy of your data by processing the quote into an invoice.

Comprehensive reporting

Like all Sybiz Vision modules, the Accounts Receivable module contains an array of useful reports with options to sort data and report on specific ranges of data. You can customise the information displayed when viewing customer histories, enabling you to effortlessly access summary and transaction information. This can improve your customer management in no time!

Customer viewer

You can customise the information displayed when viewing customer histories, enabling you to effortlessly access summary and transaction information. This can improve your customer management in no time!

Flexible trading terms

Control your cash flow and set your credit terms upfront, for example, 30 days or the twentieth day of the following month.

Sales analysis

Use the sales analysis tool to easily measure the performance of individual staff members or teams. Evaluate total sales value or gross profit and let the system calculate sales-based commissions for your team.

Credit limits

When you assign individual credit limits to your customers, Sybiz Vision Accounts Receivable can either warn the operator if the customer’s credit limit has been exceeded or prevent any further sales to the account until the credit limit is increased, the balance is reduced or the System Manager authorises the sale.

Sales Order module

The additional Sybiz Vision Sales Order module is an efficient way to automate the ordering process. You need only enter data once. Users can generate an order and the order can be processed as a sale. Of course, you can deliver to customers directly without the need to enter a sales order first. The module tracks orders from their initial entry, holds backorders, handles progressive deliveries and integrates with other solutions in the Sybiz Vision suite.

Foreign transactions

Foreign sales can be tied to the current exchange rate or hedged against an exchange rate of your choice.

 

» back to Sybiz Vision module index

» back to product index