Accounts Receivable Options

Window Details
	Navigation
	Overview
	Fields

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

Navigation

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.

Overview

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.

Fields

1. Main
Accounts Receivable Divisions Allow Entry of Expanded Customer Numbers Cost of Goods Sold Sales Journal in Detail Cash Receipts in Detail G/L Segment to Post A/R Sales Default Invoice Display Display Invoices with Zero Balance	Current Fiscal Year Current Period Sales Tax Reporting Track Job Cost Retention Receivables (Integrate with) General Ledger (Integrate with) Bank Reconciliation (Integrate with) Job Cost

2. Additional
Open Item or Balance Forward Retain Temporary Customers with Paid Invoices Days to Retain Paid Invoices Months to Retain Paid Invoices Remove Paid Invoices During 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 Include Open Orders in Customer's Credit Limit Margin for Customer's Credit Limit Exceeded Warning Aging Category for Credit Limit Exceeded Warning	Aging Category Balance Exceeds Amount Automatically Recalculate Aging Number of Days to Recalculate Aging

4. Entry
Description Enable Next Batch Next Automatic Invoice Number Next Automatic Deposit Number Auto Increment Customer Number	Next Automatic Customer Number Default Bank Code Require Deposit Amount Allow Credit Cards / ACH Payments Days Before Credit Card Expiration

5. Printing
Print Sales and Cash Receipts Journals by Division Page Break Cash Receipts Journal by Deposit Print Tax Journal in Detail	Print Tax Detail on Sales Journal Print Invoices Print Customer Statements

6. History
Customer Changes to Track Track Additions in Detail Years to Retain Cash Receipts History Retain Deposit Transaction History Retain in Detail Retain Deleted Invoices	Retain Comment Lines Search for Invoice by Lot/Serial Number In Years to Retain Customer History Years to Retain Salesperson History Include Sales Tax and Freight

7. National
Enable Bill To Customer Reporting Post by Bill To Division to General Ledger Print Sold To Customer Number on Bill To Statements Track Customer Sales History in Accounts Receivable By Default Credit Hold Setting	Default Credit Limit Setting Default Bill To Address Setting Default Customer Pricing Setting Default Terms Code Setting