Canopy Core System

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Accounts Receivable

A Receivables System You Can Bank On

A good Accounts Receivable system should be simple and user-friendly, yet provide all the flexibility to manage your receivables the way you want, while satisfying the particular needs of proper accounting, company executives and financial institutions. Using Canopy to manage your Accounts Receivable is the answer. Canopy allows you to be flexible with your receivables’ activity on a Customer-by-Customer basis, while providing you with a simplified User interface.

Featured Highlights
  • Manage your customer accounts and set up an unlimited number of Statement Types for grouping invoices into “buckets".
  • Process an Age Analysis based on a specific type, view delinquent, or age all customers under a common type -- something your financial institution will like!
  • Trigger Late Charges, if desired, and quickly manage customer credit, indicating holds to place on orders once credit exceeds a pre-defined amount.
  • Use the flexible Cash Receipts function to post Cash Received via a variety of easy methods... simply check off items that are being paid, partial pay items, automatically spread a payment amongst a date range, or enter paid items by invoice number -- allowing you to easily follow the customer’s check stub. Use Cash Receipts to make new Debit or Credit entries, as well as to record NSF checks.
 

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Receivables At A Glance

NSF Check Function  
Unlimited Statement Aging Types  
Make Adjustment during Receipts Entry  
Customer Prompt Payment Analysis  
Quick Hold & Release Module  
Unlimited Terms Types  
Make GL Journal Entry during Receipts Entry  
Auto Apply Receipts to Accounts  
Automatically Generate Late Charges  
Apply Discounts during Receipts Entry  
Easy Entry of Cash Receipts  
Age Analysis & Delinquent Reporting  
Invoice Entry of Receipts for Chain Accounts  
View / Fax / Email Statements  
Estimate Cash Flow Analysis  

Cash Receipts Entry

Cash Receipts Entry - Easily apply checks to open invoices using several methods.

Customer Inquiry

Customer Inquiry - View customer history and drill down into the source detail.

Salesperson Management

Salesperson Management - Inquire and manage commissions to Salespeople and Brokers.