Accounts Receivable (AR)
Accredo’s Accounts Receivable (AR) module provides you with a powerful customer database which allows you to comprehensively manage your customer and sales information.
Use the tools in AR to communicate proactively with your customers, whether it be with special offers and promotions, or to solve credit problems before they get out of hand.
Custom-design your statements to promote your brand and provide your customers with the user-friendly information they really want.
Obtain detailed reports on customers and sales, either individually or in groups, to keep your finger on the pulse of your business and stay one step ahead of the competition.
Let us tell you more about just some of the innovative features of Accredo’s AR module.
Look after your customers
Communicate
With the range of communication technologies available today, there’s no excuse for not keeping in touch. Whether your reason for contact is sales or credit related, promotional or just social, Accredo’s unlimited contacts per customer allow you to quickly get in touch with the right person for every situation.
Deliver
Promises can clinch a deal, but delivering on them will keep your customers coming back for more. With an unlimited number of delivery addresses in your Accredo system for each customer, you can quickly and efficiently deliver to the right place at the right time, every time
Control
Sometimes even the best customer needs a gentle reminder about payment. Apply credit limits or stop credit in Accredo to minimise your exposure to the risk of bad payers, and use Accredo’s memos and alarms to track phone calls and alert staff to any customer problems before they become your problem.
Protect
Your customers are one of your most valuable assets, so it’s vital to protect them, and yourself, from breaches of privacy. In Accredo, you have total control over who has access to your customer information. For example, you can show or hide account balances and sales history; allow view, add or edit access to customer records, permit or forbid access to sales reports and more.
Simplify
Avoid clutter in your Accredo system by tagging one-time/infrequent customers as inactive - you choose whether to include them in lookups and reports. You can reactivate them at any time.
Accredo’s unlimited contacts per customer allow you to quickly get in touch with the right person for every situation
Look after your business
Promote
Use Accredo’s document designers to develop statements, labels and invoices that promote your brand. And give your customers what they want too – multi-branch customers with a head office may require a single consolidated statement with branch details and a summary page; smaller customers may prefer a combination statement/invoice – anything is possible in Accredo.
Save
Once your statements and invoices are produced, email them directly from Accredo to your customers and save yourself the time and cost of posting them.
Analyse
Use Accredo’s customer records to analyse individual customer histories – a handy graph shows sales history at a glance, while the open period system provides balances as at any time in the customer’s history. For information about all your customers, use Accredo’s powerful reporting tools – group customers in five different ways, or separate commission into paid and unpaid invoices to produce reports that are relevant and useful to your business.
Track
Accredo makes it easy to follow the paper trail. Open an invoice from the Transactions tab on a customer record, or drill down to the invoice entry screen for full details. Allocations make it easy to relate a customer’s payments to invoices, and make account reconciliation a breeze.
Profit
Give salespeople a stake in their reward by calculating commission as a percentage of either the total sale or the gross profit.
A handy graph provides each customer’s sales history at a glance
