Accounts Receivable Options


Window Details









How Do I...



Set Up Accounts Receivable For a New Company

Set Up Posting by Division in Accounts Receivable

Recalculate Aging

Set Up Credit Card and ACH Payment Processing

Print a Report, Listing, or Form




Related Topics



Division Maintenance

Segment Substitution FAQs

Accounts Receivable Sales Tax Report

Customer Numbering Methods

Bill To Customer Maintenance





Select Accounts Receivable Setup menu > Accounts Receivable Options.

For new companies, you can access Accounts Receivable Options only after completing the Accounts Receivable Setup Wizard.


Accounts Receivable Options presents a series of options allowing you to maintain features most appropriate for your business. Some of these options are defined during new company setup using the Accounts Receivable Setup Wizard, but they can be further maintained in this window.



1. Main


Accounts Receivable Divisions

Current Fiscal Year

Allow Entry of Expanded Customer Numbers

Current Period

Cost of Goods Sold

Sales Tax Reporting

Sales Journal in Detail

Track Job Cost Retention Receivables

Cash Receipts in Detail

(Integrate with) General Ledger

G/L Segment to Post A/R Sales

(Integrate with) Bank Reconciliation

Default Invoice Display

(Integrate with) Job Cost

Display Invoices with Zero Balance




2. Additional


Open Item or Balance Forward

Days to Retain Paid Invoices

Retain Temporary Customers with Paid Invoices

Age Invoices By

Aging Categories to be Used

Aging Categories

Apply Changes to Repetitive Invoices

Salesperson Commission Reporting

Commissions Paid on Paid Invoices Only

Calculation Based On

Update Commissions to Other Modules

Computation Method

Aging Category for Calculation/Days Past Due for Calculation

Exclude Existing Charges from Calculation

Standard Charge Rate/Amount

Minimum Balance to Apply Charges

Minimum Charge to Apply


3. Credit


Credit Limit Checking

Aging Category Balance Exceeds Amount

Include Open Orders in Customer's Credit Limit

Automatically Recalculate Aging

Margin for Customer's Credit Limit Exceeded Warning

Number of Days to Recalculate Aging

Aging Category for Credit Limit Exceeded Warning



4. Entry



Next Automatic Customer Number


Default Bank Code

Next Batch

Require Deposit Amount

Next Automatic Invoice Number

Allow Credit Cards / ACH Payments

Next Automatic Deposit Number

Days Before Credit Card Expiration

Auto Increment Customer Number




5. Printing


Print Sales and Cash Receipts Journals by Division

Print Tax Detail on Sales Journal

Page Break Cash Receipts Journal by Deposit

Print Invoices

Print Tax Journal in Detail

Print Customer Statements


6. History


Customer Changes to Track

Retain Comment Lines

Track Additions in Detail

Search for Invoice by Lot/Serial Number In

Years to Retain Cash Receipts History

Years to Retain Customer History

Retain Deposit Transaction History

Years to Retain Salesperson History

Retain in Detail

Include Sales Tax and Freight

Retain Deleted Invoices




7. National


Enable Bill To Customer Reporting

Default Credit Limit Setting

Post by Bill To Division to General Ledger

Default Bill To Address Setting

Print Sold To Customer Number on Bill To Statements

Default Customer Pricing Setting

Track Customer Sales History in Accounts Receivable By

Default Terms Code Setting

Default Credit Hold Setting