Accounts Receivable/Service &
Contractors

Key Features

• Multiple invoicing: Progress Billing, T&M Billing, A1A Billing, fixed price, cost plus 
  
• Customer look-up by Company, Contact, Address, Phone, Fax 
  
• Multi subledgers: for example, construction and service 
  
• Automatic calculation of Retainage / Holdback 
  
• Prints bank deposit slip from cash receipts entry 
  
• Specific billing rates by Customer for Labour, Materials and Equipment 
  
• Credit limit control and validation during Work Order entry 
  
• Optional application of finance charges by customer 
  
• Unlimited comments, service recommendations on each customer 
  
• Installed equipment details by customer including: warranty, history, description, make and model 
  
• Individual equipment installation details are recorded by customer location for easy reference and warranty dates 
  
• Bill-to feature for corporate accounts 
  
• Service items feature provides automatic setup of equipment details in the Jonas Service Contract system 
  
• Customer specific billing rates, preferred technician, and tax rules can be set 
  

• Maintains Full Customer History, for Inquiry or Reporting 
  
• Account Inquiry by Customer or Job 
  
• Special "Delinquent Account" inquiry helps A/R collections 
  
• Customer specific statements and delinquency letters, multiple "Ship-To", New Code & Comments 
  
• Aged Accounts Receivable Reports by Customer or Job 
  
• Details - Individual comments by transaction can be accumulated and shown at inquiry and aged AR detail report 
  
• Monthly or Quarterly tax reports 
  
• Powerful marketing and customer data base report writer 
  
• Three types of inquiries are available: 
  

• Customer inquiry 
  
• Job specific inquiry 
  
• Invoice & Amount 
  
• A contract inquiry provides the original and revised contract amount, all regular billings and extra billings, including retainage/holdback, cash receipts, and balance of contract unbilled 
  
• Drill down "tracer" feature provides billing distribution
  

Click Here to view Accounts Receivable Module Overview & Sample Reports.

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