How do I manage customer's receivables?
When you create sales or deposit slips, they are automatically reflected in customer's receivable and can be checked through the books easily.
The customer's receivables are managed by Excel. Can I manage them with ECOUNT?
Of course. You can check the receivables by providing with reports that can identify the sales amount, the receipt and the balance by the customer.
Is there any way to view receivables per each sales manager?
Yes. You can sort them by the customer's name or search them by sales manager's to see the subtotals.
I would like to display the receivable in the sales invoice, is it possible?
Yes. Template settings allow you to display the balance of the customer.
I want to make sure that the customer confirms receivables directly from the Customer System(CS) portal.
You can set the menu that can be viewed in the Customer Service Portal(CS), so if you add the Customer/Vendor Book, you can easily check it from the account.
Our company often deals with our clients' company's branches, but we sort out A/R balance with the head office. Is this possible?
If you use the Relation Setting function, transactions can be done with each branch, and with the receivables, you can view it by adding it up to the head office.
How can I manage my customers' long-term receivables?
You can manage the credit limit amount and set the payment period for each customer. You can limit the order and sales entry or have a warning alert appear when you try to process sales to indebted customers.
I need to enter numerous customers' outstanding receivables from the prevoius month. Is there a way to do so?
You can upload outstanding receivables in bulks by Excel. If you have kept track in an excel format, you can easily upload them to our system..
There may be cases in which payment is made separately for each sales slip. Can I view each slip's reaceivable separately?
When sales is generated, you can record the receipt number in each sales slip. Once payment is collected, you can subtract receivables from the corresponding receipt number which was generated from sales sllips..
I would like to send the receivable ledger to the vendor. How can I send it?
You can print it and give it directly or send it via email or fax.
Can I retrieve collection history of my bank account to ECOUNT?
ECOUNT provides bank statement scrapping service. You can call up the bank account's receipt/withdrawal history in ECOUNT and immediately reflect it in the slip.