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Total
Service: Accounts Receivable
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Accounts Receivable | Dispatching | Inventory | Job Costing
Accounts Payable | General Ledger | Payroll | Sales + Estimating
Accounts Receivable
Accounts Receivable is an integral part
of every business. Total Service helps
you seamlessly manage and track your customers,
their maintenance contracts, balances and
service history. Information is only a
click away.
Details
regarding any piece of information listed
in Total Service can be accessed by simply
double clicking on the item. You don't
have to search through multiple menus
to find the details.
Maintenance
Contracts
Maintenance and service contracts
are a major part of many service
companies. Total Service automates
the billing and scheduling aspects
of these contracts. You indicate
the appropriate billing cycle, the
start date, the type of service and
the amount charged per cycle. Additionally,
you specify the frequency of the
scheduled service and the preferred
day and time. This information is
entered only once. Then once a month,
with the click of a button, your
invoices and service tickets are
automatically generated and scheduled.
Invoices
There are a couple of other ways
to invoice from Total Service. You
can generate work in process billing
invoices, complete with AIA documents,
or invoice directly from a completed
ticket. This method allows you to
bill for any items included on Purchase
Orders, AP Invoices or items used
right out of the truck. Total
Service provides many professional
invoice templates to choose from and
your logo can be included on any of
these reports. |
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Collections
At a single glance you can determine
which customers owe you money and
how long overdue their accounts
are. By scrolling through the collections
screen you can immediately insert
internal notes and print or fax
statements to the delinquent customers.
Additional
Features
There are many additional accounts receivable
features available in Total Service,
including:
Work
in process billing
AIA documentation
Invoice by quoted price, time & materials,
not to exceed, flat rates or manually
Automatically process maintenance contracts
Calculate finance charges
Detailed collections screen
Renew and escalate maintenance contracts
Customer internet access to invoices
and service history available
Print dozens of accounts receivable
graphs and reports including Statements,
Aging, Invoices and GL cross reference
reports
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