Category Archives: Lesson
View monthly client activity reports
Easily view each client’s financial activities for a month, including the balance on any unpaid invoices …
Remind clients of overdue invoices
Send clients monthly statements listing their overdue invoices to prompt payments. Include the current invoices or send overdue invoices instead of statements …
Find overdue invoices & act on them easily
Set collection priorities by finding the clients who owe you the most for the longest amount of time or by using features in this interactive report to target past due clients. Then use the tools in the report to contact clients with all the facts at your fingertips …
Prepare monthly journals for your accountant
Print or email monthly journal reports to your accountant …
Assess finance charges
Use this function to do 3 things: Generate finance charges, clear finance charges, and view your history of finance charges …
Keep track of A/R balances
Use this audit function to see accounts receivable balances for any date; for example, if you need to reestablish a starting balance as of a certain date …
Run 3 daily register reports at once
Monitor your posted transactions daily with these reports — or check on unposted transactions and other time periods …
Handle non-cash transactions
Keep your MR9 ledger accurate by including all types of transactions beyond payments — such as bounced checks, refunds, and miscellaneous receipts …
Apply payments to outstanding invoices
Whether a client is paying for one invoice or multiple invoices with one check, apply the payment correctly — including making adjustments for overpayments and fees …
Know your market
Find who your best clients and which clients are new or inactive …
