Computer Insights Inc - The Best Software For Tracking Your Fasteners
Computer Insights, Inc
108 South Third Street
Bloomingdale, IL 60108

(800) 539-1233

FAQ - Accounts Receivable System

Master Customer for Invoicing/Statements and Credit Checks

The BUSINESS EDGE introduces a new feature: The Master Customer for Invoicing/Statements and Credit Checks. This is a great new feature that will enable you to have a Master Customer for Billing and Statement purposes and other Customer accounts for Order processing and History.

All Accounts Receivable Invoices will be reflected in the Master Customer and all Sales History will be in the individual Accounts.

This feature is simple to use. The Billing Customer Account is assigned to the Shipping Accounts as the Master Customer for Billing/Statements and Credit Check. All invoices will be sent to the Billing Address and will be reflected in the Billing Addresses Open Accounts Receivable. All Sales Orders and History will be linked to the Shipping Account.

If you would like to use this new feature you may want to start on the first of a month so there is a clean cutoff on your billing to different accounts.

In order to utilize this helpful feature follow the instructions below:

All Customer Accounts must be setup in Enter & Edit Customers. In Enter & Edit Customers you will assign the Customer Account you want to be billed in the Shipping Accounts. The default setting is they are set to bill to their own account.

This can be done in the Text interface in Enter & Edit Customers, F5 More, F8 Master Customer. In the Graphical Interface this can be done in Enter & Edit Customers, Financial Settings, Master Customer.

How can I update contract end dates?

You can update contact end dates by navigating to :

   Inventory System
       Inventory Reports
           Cost & Price Table Lists
               Customer Contract Prices
                   Contract Price End Date Update
Does the accounting AR produce a sales tax report?

Yes, The Business Edge will report on as many Tax Authorities as you have.