Customers A/R

Owned by Stephane Cyr (Unlicensed)
Last updated: Jun 25, 2019 by Oscar Quintero
2 min read

The Customer A/R Screen is where you can define A/R accounting systems for each individual clients. Settings such as:

  • Credit Limits
  • Volume discount
  • Early payment discount: if the check-box is active, that means the customer is set to have Early payment discount and the value is calculated depending on the % fields below this option.
  • Statement Printing and Email methods

Credit Limit

There are 5 levels of credit rating that can be set for a customer, as follows:

"Unlimited" - effectively, no credit limit or restrictions for the customer
"Use Limit" - lab can also set a credit limit for the customer.  If entering an order and the customer balance exceeds the credit limit, a warning message will be displayed to the operator.
"COD only" - a warning message will be displayed indicating the customer should be sent jobs COD only.
"No order shipping when over limit" - orders can still be entered for the account, but if the balance on their account exceeds the credit limit, jobs will not be able to be shipped from the Shipping screen.
"No new orders when over limit" - if the customer balance exceeds the credit limit, orders cannot be created in manual OE, and any orders received electronically will be saved unvalid and not put into production.

Customer balances are calculated based on all jobs that have been completed and billed but not yet paid for.  If the lab wishes to include the value of any jobs in process, check the box "Include un-shipped orders when checking". 

Note that the restrictions on shipping jobs DO NOT apply to jobs shipped with a one-way job tracking scanner since there is no way to advise the operator in that case.  Labs wishing to use the option to restrict shipping of jobs when the customer is over their credit limit should only use the interactive option on the "Shipping" menu.