Accounts Receivable

Just a few features include:

• Automatic Month-End Statements to your specific billing and cut-off date. Use your choice of, or a combination of Balance Forward Accounting or Open Item Accounting.
• Trial Balance Reports check month-to-date business levels before producing statements.
• Customer Sales History Reports allow analysis of customer's 13 month history, and composes year-to-date in terms of material, revenue, and product breakdown.
• Daily Sales Analysis breaks down Rx, stock, frames, lens materials, and more.
• Sales Territory Analysis includes sales commission reports, breaking out the information needed for each sales area.
• Customer Ranking Report allows you to sort your accounts from best to worst and back again. Sort accounts based upon purchase volume or dollars per invoice. Then sort customers by number of credits or credit value per invoice.
• Comprehensive Aging and Credit Reports, provides daily reports for each account with 30 day, 60 day, 90 day, or 120 day - and current balances. You can even flag accounts as needed for credit collection. When an account is flagged, all invoicing from Layout or Stock is pre-empted and the operator informed the account is on hold.
• At a glance you can see what has been billed, what has been paid, what is due from previous periods, and how much has been accumulated in the current period. These values are available for each account and for your entire company based on online calculations.
• Invoice Listing, packing lists, work-in-process reports, cash receipts reports, and more add even more utility.
• An additional package is available to transmit your invoice data electronically from one branch to another. So, you can put Optifacts in your branch labs and maintain all accounting at the main lab. The receivable system is so broad that you could even run the accounting for two or more sites as separate companies!