Cash flow! Ensuring that your customers pay on time is the key to healthy cash flow and a thriving business. Foundation 3000™ will handle all your credit and collections needs from a single screen with all the details at your fingertips.
- Ability to add or modify customer data "on-the-fly"
- Automatic pop-up browse by customer name or code
- Unlimited contacts per customer with fields for email, pager and cellular information
- Special Collection utility enables you to maintain tight control on your Receivables, featuring direct faxing or emailing of credit letters
- Mail merge capability
- Document history tracking
- A Linking utility allows you to conveniently offset invoices and credit memos against each other
- Automatic credit checks of customers (overdue invoices or credit over limit) with pop-up screen displaying invoice detail and phone numbers
- Cash Receipts allows direct invoice number access to facilitate application of cheques
- System allows for receiving money “on account”, automatically generating a Credit Memo which can be tracked and linked with later invoices.
- Multi-payer distribution in Cash Receipts allows you to distribute a cheque from one customer to the invoices of several other customers
- Mass Assignment utility allows you to assign Territories, Sales Reps and Categories to several customers at a time. If you have ever tried to change a Territory for a large number of customers one-at-a-time, you’ll appreciate how much time this will save
- Unlimited multiple shipping addresses for each customer with sales history tracked on a per-ship address basis
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