Receivables Module Setup & Maintenance
Setting up for your Receivables
- Payable Account can also be a Receivable Account
- Add a new Receivable Account
- Import / Export Receivable Accounts
- Memo Notes for your Receivable Accounts
- Phone number on your Receivable Invoices
- Link a CRM Person as a Lentune User for a Receivable Account
- Set Automatic Margin Approval Limits for Sales Orders
- Receivable Discount Groups
- Receivable Contracts: A detailed view
- Creating and Managing Receivable Contracts
- Import / Export of Receivable Contracts for a New Customer
- Amend or Delete Selected Receivable Contracts
- Special Price Receivable Contracts
- Loyalty points for your Receivable accounts
- Weekly task to email Invoiced Receivables to your bank
- Export a Receivable Customer's Stock Price File
- Setting up Overdue Letters for Receivable Accounts
- Customisable fields for Invoice and Statement Banners and Messages and where Contact and Address are stored
- Customisable fields for Receivables Communications
- Receivables Messages for Quotes, Invoices & Packing Slips