Is anyone successfully using the accounts function of RMS?
We have not been using it fully, only here and there. I want to close the billing cycle for what is in there.
What exactly does closing the billing cycle do? I am unable to find it in the manual. I want to start using customers store accounts for there net30 purchases, and want to make sure I start out the right way.
Will closing the accounts start everything right, or what? What exactly does it do?
Thanks,
Closing the billing cycle will allow you to print statements for all active accounts that have had a transaction during the billing cycle. Note* even if the account doesn't have any open charges if they have paid during the cycle it will print a statement.
We use the accounts on a net 30. Seems to work fine. It will accept partial payment as well as access finance charges if you apply them.
Just a side note. We had to implement an account setup process that includes a credit check with other vendors. Unfortunately we got burned and had to change some policies.
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