Accounts Receivable

A brief overview of the Accounts Receivable module.

Accounts Receivable provides you with the tools needed to process a complete billing cycle, from entering invoices, to applying payments to those invoices, to handling reporting requirements.

By using Accounts Receivable to its fullest capacity, you can benefit from a full range of receivables management capabilities, which include:

  • Invoice Entry

  • Tailored Payment Terms

  • Customer Statements

  • Payment Discounts

  • Cash Receipt Entry

  • Retainage - Application & Release

  • Adjustments, Credits, and Write-Offs

  • Age Analysis Reporting

  • Finance/Service Charge Application

  • Sales Tax Reporting

  • Miscellaneous Distributions

  • Customer Accounts/Credit Histories

Accounts Receivable is fully integrated with the Job Cost, General Ledger, and Cash Management systems, providing up-to-date financial tracking and management. Additionally, when used in conjunction with Job Billing and/or Material Sales, it provides a flexible invoice generating and tracking system.

Transaction Entry

Posting Taxes

Finance/Service Charges


Using Payment Terms



Batch Processing


Invoice Numbering

The Implementation Checklists and Processing Logs for this module are available in the Workflow module. To view the checklists and logs, use the WF Checklist Template form. For information on processing the checklists and logs, click here.

If you do not have the Workflow module, use the WF Templates report (VA Reports menu) to view or print the checklists and logs.