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A/R Defaults
To set up and edit your Accounts Receiveable defaults, go to
Maintenance -> Defaults on the top menu. The @Quote Plus Defaults window will open up. Click on the A/R tab.
Use the A/R tab to set up and edit the following information:
Finance Chg/
APR (Annual Percentage Rate): |
This feature relates to the calculation of finance charges. While not currently active in @Quote Plus 32, you can (and should) specify the "net terms" number of days if you are using an external accounting package such as QuickBooks, PeachTree or MAS90. @Quote Plus 32 will send this information to the accounting software when it prints any invoices for your clients.
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Overdue Check: |
If selected, the system will, before adding a job, search for invoices for which payment has not been made within the specified (0-999) number of days. If the system finds an overdue invoice, it will alert you to it.
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Enforce check batch #'s: |
Check this box to require a Batch number be filled in when posting payments. Keeping the box unchecked makes the Batch field optional.
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A/R Statement Messages |
These are the messages
to be printed on statements depending on how old the open balance is.
You can specify a different message for each period of age: Under 30 days,
31-60 days, 61-90 days, 91-120 days, and Over 120 days. The oldest open
invoice for the client will trigger that message to be printed on the statement.
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When setup is complete, click Close to save changes and exit.
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