Category Archives: Modules
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 …
Receivables
Apply payments and perform other accounts receivable tasks …
Know your market
Find who your best clients and which clients are new or inactive …
Celebrate your clients’ important events
Print envelopes and labels for cards and gifts to send to clients celebrating upcoming birthdays and other anniversaries. …
Search payment histories
Look up a single check payment or view payment histories that match other search criteria
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See what services a client is using
Summarize a client’s billing activity by the service items they purchased instead of by invoices …
Focus on a single client’s invoices
Look up invoices by client using search filters to narrow the results …
