• Locate customer by name, number, or city.
• Open item or balance forward basis can be selected by customer.
• Service charges can be applied selectively by customer.
• When to begin computing service charge can be selected by customer.
• Automatic "bill to" customer assignment.
• Multiple shipping addresses per customer.
• Can force "Purchase Order Required" for selected customers.
• Can set up default tax codes, sales representatives, and customer category for each customer.
• Enter unlimited free form textual information for a customer.
• Maintain multiple types of text (user defined), such as additional profile information, contact history, or collection notes.
• Protection against deletion of customer with outstanding balance.
• Automatic credit checking using limits and customer terms.
• Country code is part of customer's address.

• Invoice, credit memo, adjustment, and cash receipt entry screens are user definable.
• Maintains running invoice and check totals.
• Direct interface from inventory order processing accepts sales order and job order invoices and payments.
• Cash receipts application by invoice with on-line inquiry of outstanding invoice amounts.
• Customer status inquiry available in detail or summary format.
• Invoices can defer aging and/or service changes until a future date
• Cash deposits are supported.
• Can enter invoices and payments into future periods.
• Protects against invoice duplication.
• Recurring billings can be easily maintained.
• Posting to general ledger can be either in summary or detail.
• Posting to general ledger can be done daily, weekly, or monthly.
• Automatically maintains customer charge and payment history over last 12 months.
• Maintains last charge, last payment, high balance, total invoices, and average days to pay.

• User definable invoice and statement formats.
• Optional, user defined messages may be printed on statements.
• Statements can be printed in order of branch, customer name, or customer number
• Statements can be printed for a selected customer or range of customers.
• Suppression of zero balance statements and statements less than a specified amount.
• Statements can be printed in detail or summary selectable by customer.

• User definable report types can be saved for later use.
• User definable customer labels.
• Sales tax reporting.
• Commission reports.
• Trial balance reporting by branch, profit center, cost center, and sales representative.
• General ledger posting reports.
• Credit manager's report.
• User definable daily aging reports available in detail or summary.
• Sales analysis reports by: customer, product, sales rep., branch, profit center, or cost center for up to five years comparative.
• Sales analysis includes user defined formats with columnar math to provide an infinite number of analytical reports.