The Accounts Receivable system is an extra charge module which may or may not be activated for your software installation. Please contact Dillner's Support for further information.
In general, the Accounts Receivable system is designed to manage the creation of Accounts Receivable Invoices, the recording of Accounts Receivable Payments and issuing of Accounts Receivable Statements and Drafts. Accounts Receivable Invoices can be generated individually or automatically using Repetitive Billing Groups. As an aid to the creation of Accounts Receivable Invoices, Invoice Items and Sales Tax items can be pre-defined. Also available is the ability to charge customers using Credit Cards or ACH Drafting.
This topic deals strictly with the Setup/Invoice Items screen. For complete Accounts Receivable information see the Accounts Receivable Manual.
To set up Invoice Items:
Select Setup/Invoice Items.
Select the appropriate Type
from the drop-down list.
Enter a Lookup.
Enter a Description.
Enter a Price if this item has a per unit price.
Select the appropriate Tax Table from the drop-down list.
Select the appropriate Sales Account from the drop-down list.
Select the appropriate Purchase Account from the drop-down list.
An item with a Type of Payment must be set up for posting payments.
The following is an example of the Invoice Items that would typically be set up for an accounting office.
